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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 %
TC
801
TwinBeech Capital
New York
– – -7,937 Closed
AWM
802
Axxcess Wealth Management
California
– – -7,114 Closed
CF
803
Clarity Financial
Texas
– – -6,034 Closed
PAM
804
Panagora Asset Management
Massachusetts
– – -5,990 Closed
CCM
805
Cullen Capital Management
New York
– – -5,723 Closed
FRM
806
Fox Run Management
Connecticut
– – -5,381 Closed
GT
807
Greenleaf Trust
Michigan
– – -5,173 Closed
MFIM
808
Mesirow Financial Investment Management
Illinois
– – -4,970 Closed
CWM
809
Cordatus Wealth Management
Pennsylvania
– – -4,734 Closed
NWM
810
Napa Wealth Management
California
– – -4,716 Closed
WDC
811
Woodward Diversified Capital
California
– – -4,698 Closed
FTDI
812
First Trust Direct Indexing
Massachusetts
– – -4,636 Closed
BFWM
813
Bright Futures Wealth Management
New York
– – -4,626 Closed
EGM
814
Engineers Gate Manager
New York
– – -4,522 Closed
BFG
815
Berger Financial Group
Minnesota
– – -4,387 Closed
PP
816
Paloma Partners
Connecticut
– – -4,200 Closed
SF
817
SWP Financial
California
– – -4,173 Closed
CIM
818
Centersquare Investment Management
Pennsylvania
– – -4,064 Closed
TSS
819
Two Sigma Securities
New York
– – -4,023 Closed
LA
820
LexAurum Advisors
Kansas
– – -4,014 Closed
TWM
821
Tradition Wealth Management
Minnesota
– – -3,880 Closed
M1FG
822
Mach-1 Financial Group
Arkansas
– – -3,799 Closed
CAGAS
823
Capital Advisory Group Advisory Services
Minnesota
– – -3,782 Closed
DAS
824
Diversify Advisory Services
Utah
– – -3,761 Closed
3F
825
360 Financial
Minnesota
– – -3,718 Closed
31 32
33
34 35