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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 %
Allianz Asset Management
76
Allianz Asset Management
Germany
$9.33M 171,196 +14,140 +9%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$9.28M 170,335 +46,586 +38%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$8.85M 162,368 -143,936 -47%
CIC
79
Carnegie Investment Counsel
Ohio
$8.78M 161,188 -12,649 -7%
Truist Financial
80
Truist Financial
North Carolina
$8.65M 158,730 -28,445 -15%
SIMG
81
Sonora Investment Management Group
Arizona
$8.64M 158,512 +467 +0.3%
Pacer Advisors
82
Pacer Advisors
Pennsylvania
$8.55M 156,876 -31,324 -17%
AIM
83
Achmea Investment Management
Netherlands
$8.54M 156,662 -37,064 -19%
Ensign Peak Advisors
84
Ensign Peak Advisors
Utah
$8.5M 156,091 +22,516 +17%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$8.29M 152,209 -5,517 -3%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$8.13M 149,254 +3,416 +2%
SFA
87
Sequoia Financial Advisors
Ohio
$8.12M 149,009 +2,109 +1%
Treasurer of the State of North Carolina
88
Treasurer of the State of North Carolina
North Carolina
$8.1M 148,605 +2,385 +2%
MML Investors Services
89
MML Investors Services
Massachusetts
$8.09M 148,515 +21,159 +17%
DekaBank Deutsche Girozentrale
90
DekaBank Deutsche Girozentrale
Germany
$7.84M 143,926 – –
N
91
Natixis
France
$7.71M 141,553 +141,553 New
ACM
92
AEW Capital Management
Massachusetts
$7.61M 139,640 – –
AF
93
Allworth Financial
California
$7.53M 136,470 +643 +0.5%
Aviva
94
Aviva
United Kingdom
$7.29M 133,848 -120,994 -47%
CFB
95
Cullen/Frost Bankers
Texas
$7.17M 131,551 -7,044 -5%
MIM
96
MetLife Investment Management
New Jersey
$7.07M 129,754 +10,039 +8%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$7.05M 129,491 -18,351 -12%
AAF
98
Andra AP-fonden
Sweden
$6.91M 126,914 +44,214 +53%
RPA
99
Rock Point Advisors
Vermont
$6.86M 125,922 +3,260 +3%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$6.79M 124,715 +31,427 +34%
2 3
4
5 6