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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EC
826
EdgeRock Capital
Colorado
– – -526 Closed
RFA
827
Resurgent Financial Advisors
Georgia
– – -509 Closed
HDIM
828
Hanson & Doremus Investment Management
Vermont
– – -500 Closed
FIA
829
FNY Investment Advisers
New York
– – -500 Closed
CBT
830
Central Bank & Trust
Kentucky
– – -426 Closed
FBC
831
Fairfield, Bush & Co
Connecticut
– – -325 Closed
HFM
832
Harvest Fund Management
China
– – -302 Closed
CWM
833
Cedar Wealth Management
California
– – -300 Closed
BCMIO
834
Beacon Capital Management Inc (Ohio)
Ohio
– – -224 Closed
TSW
835
Thompson Siegel & Walmsley
Virginia
– – -203 Closed
SAG
836
Spotlight Asset Group
Illinois
– – -190 Closed
RL
837
Rogco LP
Oklahoma
– – -190 Closed
CCM
838
Chilton Capital Management
Texas
– – -180 Closed
PVH
839
Psagot Value Holdings
Israel
– – -50 Closed
LA
840
LM Advisors
California
– – -42 Closed
AT
841
Arlington Trust
Alabama
– – -23 Closed
PI
842
PEAK6 Investments
Illinois
– – – –
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
– – – –
IMC Chicago
844
IMC Chicago
Illinois
– – – –
Tudor Investment Corp
845
Tudor Investment Corp
Connecticut
– – – –
MS
846
Maven Securities
Jersey
– – – –
AWM
847
Avondale Wealth Management
Texas
– – – –
CMP
848
Coston McIsaac & Partners
Maine
$0 14 – –
Capital Fund Management (CFM)
849
Capital Fund Management (CFM)
France
– – – –
Group One Trading
850
Group One Trading
Illinois
– – – –
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