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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
101
WealthPLAN Partners
Nebraska
$8.14M 125,579 -5,842 -4%
AB
102
Amalgamated Bank
New York
$8.08M 124,702 +104,340 +512%
MIM
103
MetLife Investment Management
New Jersey
$7.98M 123,173 +118,968 +2,829%
CIC
104
Carnegie Investment Counsel
Ohio
$7.87M 121,454 -10,051 -8%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$7.71M 118,968 +34,751 +41%
CIC
106
Crawford Investment Counsel
Georgia
$7.68M 118,487 +49,149 +71%
VCA
107
Verdence Capital Advisors
Maryland
$7.55M 116,553 +34 +0%
SHA
108
Seneca House Advisors
Virginia
$7.52M 116,067 -3,063 -3%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$7.49M 115,637 +19,307 +20%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$7.48M 115,395 +3,587 +3%
RPA
111
Rock Point Advisors
Vermont
$7.37M 113,752 -3,470 -3%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$7.36M 113,607 -3,603 -3%
Pictet Asset Management
113
Pictet Asset Management
Switzerland
$7.32M 112,944 +4,035 +4%
Macquarie Group
114
Macquarie Group
Australia
$7.31M 112,806 +32,166 +40%
YCM
115
Yousif Capital Management
Michigan
$7.17M 110,691 +100,044 +940%
AF
116
Allworth Financial
California
$7M 108,050 -5,680 -5%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$6.94M 107,049 – –
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$6.85M 105,704 +2,242 +2%
QCM
119
QRG Capital Management
Illinois
$6.8M 104,972 +44,788 +74%
GC
120
Guggenheim Capital
Illinois
$6.61M 102,039 -8,166 -7%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$6.44M 99,317 +34,077 +52%
MML Investors Services
122
MML Investors Services
Massachusetts
$6.31M 97,315 +8,038 +9%
MPM
123
Meritage Portfolio Management
Kansas
$6.22M 95,932 +68,068 +244%
DFG
124
Dupree Financial Group
Kentucky
$6.2M 95,640 +95,640 New
AAF
125
Andra AP-fonden
Sweden
$6.14M 94,700 +45,300 +92%
3 4
5
6 7