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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCP
776
Waterfront Capital Partners
New York
– – -246,111 Closed
GC
777
Gillson Capital
Illinois
– – -141,601 Closed
VLKIM
778
Van Lanschot Kempen Investment Management
Netherlands
– – -108,116 Closed
WAM
779
Weiss Asset Management
Massachusetts
– – -80,156 Closed
NC
780
Nicholas Company
Wisconsin
– – -78,975 Closed
SPS
781
Susquehanna Portfolio Strategies
Pennsylvania
– – -78,800 Closed
HCM
782
HGI Capital Management
New York
– – -73,728 Closed
SFS
783
Sowell Financial Services
Arkansas
– – -47,506 Closed
Simplex Trading
784
Simplex Trading
Illinois
– – -37,155 Closed
UOC
785
UBS O'Connor
Illinois
– – -31,185 Closed
Public Sector Pension Investment Board (PSP Investments)
786
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -28,520 Closed
ATPW
787
Ashton Thomas Private Wealth
Arizona
– – -27,859 Closed
BW
788
Bison Wealth
Georgia
– – -26,092 Closed
NYLIM
789
New York Life Investment Management
New York
– – -25,726 Closed
XT
790
XTX Topco
Cayman Islands
– – -24,729 Closed
LAM
791
LECAP Asset Management
United Kingdom
– – -24,159 Closed
YIH
792
Y-Intercept (HK)
Hong Kong
– – -17,699 Closed
EP
793
Edgestream Partners
New Jersey
– – -15,269 Closed
FIA
794
FNY Investment Advisers
New York
– – -14,300 Closed
DILIC
795
Dai-ichi Life Insurance Company
Japan
– – -13,251 Closed
DAS
796
Dynamic Advisor Solutions
Arizona
– – -12,800 Closed
BFM
797
Boothbay Fund Management
New York
– – -11,915 Closed
Walleye Trading
798
Walleye Trading
New York
– – -9,484 Closed
CS
799
Candriam SCA
Luxembourg
– – -9,090 Closed
AFG
800
ABLE Financial Group
Arizona
– – -8,010 Closed
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