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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
776
Dogwood Wealth Management
Kansas
– – – –
RIM
777
Rush Island Management
New York
– – -1,235,166 Closed
AIG
778
American International Group
New York
– – -289,443 Closed
Janney Montgomery Scott
779
Janney Montgomery Scott
Pennsylvania
– – -172,649 Closed
PCA
780
Private Capital Advisors
Connecticut
– – -67,386 Closed
WAM
781
Wolverine Asset Management
Illinois
– – -31,836 Closed
GAA
782
Global Assets Advisory
Florida
– – -18,391 Closed
WA
783
Wealthstar Advisors
Texas
– – -18,140 Closed
PCM
784
Prelude Capital Management
New York
– – -17,776 Closed
DEA
785
DoubleLine ETF Adviser
Florida
– – -16,709 Closed
HCM
786
HGI Capital Management
New York
– – -13,818 Closed
VF
787
Virtu Financial
New York
– – -11,701 Closed
ET
788
Entropy Technologies
New York
– – -9,760 Closed
LA
789
LVW Advisors
New York
– – -9,747 Closed
LNC
790
Lincoln National Corp
Pennsylvania
– – -8,913 Closed
RSWM
791
Robertson Stephens Wealth Management
California
– – -7,518 Closed
MLICM
792
Metropolitan Life Insurance Company (MetLife)
New York
– – -6,752 Closed
FCCM
793
First City Capital Management
Georgia
– – -6,730 Closed
IPW
794
Impact Partnership Wealth
Georgia
– – -6,707 Closed
OAM
795
Oppenheimer Asset Management
New York
– – -6,625 Closed
BAMF
796
BI Asset Management Fondsmaeglerselskab
Denmark
– – -6,566 Closed
KFS
797
Kaizen Financial Strategies
California
– – -6,174 Closed
TI
798
Tidal Investments
Wisconsin
– – -6,068 Closed
Fiera Capital (Canada)
799
Fiera Capital (Canada)
Quebec, Canada
– – -5,831 Closed
AIMCA
800
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -5,700 Closed
30 31
32
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