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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
776
Horizon Investments
North Carolina
$1.99K 32 +9 +39%
EAM
777
Eukles Asset Management
Ohio
$1.87K 30 – –
PPC
778
Park Place Capital
Alabama
$1.74K 28 – –
CJ
779
Caitlin John
Michigan
$1.53K 28 +1 +4%
CPA
780
Capital Performance Advisors
California
$1.5K 24 +24 New
CA
781
Continuum Advisory
Idaho
$1.04K 19 -1 -5%
DF
782
Dunhill Financial
United Kingdom
$900 14 +14 New
S
783
Sachetta
Massachusetts
$748 12 – –
VWA
784
Valued Wealth Advisors
Utah
$695 11 +11 New
1IA
785
1620 Investment Advisors
Massachusetts
$629 10 +10 New
VAMG
786
Voisard Asset Management Group
Michigan
$561 9 +9 New
CIAS
787
CBIZ Investment Advisory Services
Ohio
$505 8 +8 New
GEA
788
Glen Eagle Advisors
New Jersey
$374 6 – –
SIS
789
Strategic Investment Solutions
Illinois
$249 4 – –
WBC
790
West Branch Capital
Massachusetts
$187 3 +3 New
TFM
791
TFC Financial Management
Massachusetts
$125 2 – –
DWM
792
Dogwood Wealth Management
Kansas
– – – –
Norges Bank
793
Norges Bank
Norway
– – -2,524,080 Closed
Canada Pension Plan Investment Board
794
Canada Pension Plan Investment Board
Ontario, Canada
– – -583,851 Closed
TPSF
795
Texas Permanent School Fund
Texas
– – -163,671 Closed
CSS
796
Cubist Systematic Strategies
Connecticut
– – -88,388 Closed
UIM
797
USS Investment Management
United Kingdom
– – -86,454 Closed
AWS
798
Arkfeld Wealth Strategies
Nebraska
– – -83,657 Closed
National Pension Service
799
National Pension Service
South Korea
– – -79,465 Closed
NICM
800
Neo Ivy Capital Management
New York
– – -67,424 Closed
30 31
32
33 34