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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 %
V
801
ViaWealth
Kansas
– – -5,202 Closed
TC
802
Truvestments Capital
Florida
– – -5,134 Closed
Verition Fund Management
803
Verition Fund Management
Connecticut
– – -5,038 Closed
LFAS
804
Level Four Advisory Services
Texas
– – -4,503 Closed
LMKC
805
L.M. Kohn & Company
Ohio
– – -4,361 Closed
RFN
806
Redwood Financial Network
Ohio
– – -4,319 Closed
VVP
807
Venture Visionary Partners
Ohio
– – -4,144 Closed
SLWA
808
San Luis Wealth Advisors
California
– – -4,086 Closed
TPI
809
Trust Point Inc
Wisconsin
– – -4,015 Closed
JFG
810
Jefferies Financial Group
New York
– – -4,000 Closed
GCP
811
GSA Capital Partners
United Kingdom
– – -3,996 Closed
EAM
812
Evanson Asset Management
California
– – -3,960 Closed
FAG
813
Fortitude Advisory Group
Washington
– – -3,888 Closed
I2I
814
Insight 2811 Inc
Illinois
– – -3,878 Closed
NYLIM
815
New York Life Investment Management
New York
– – -3,716 Closed
RFC
816
Regions Financial Corp
Alabama
– – -3,623 Closed
MCM
817
Monument Capital Management
Virginia
– – -3,618 Closed
BCM
818
Brookstone Capital Management
Illinois
– – -3,595 Closed
First Manhattan
819
First Manhattan
New York
– – -2,700 Closed
WBC
820
Westpac Banking Corp
Australia
– – -2,664 Closed
Twin Tree Management
821
Twin Tree Management
Texas
– – -2,462 Closed
SP
822
Systematic Portfolios
New York
– – -2,276 Closed
T
823
TOBAM
France
– – -1,928 Closed
GAM
824
Groupama Asset Management
France
– – -1,543 Closed
FHA
825
First Horizon Advisors
Tennessee
– – -835 Closed
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