W.P. Carey
773 hedge funds and large institutions have $8.73B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 265 increasing their positions, 292 reducing their positions, and 76 closing their positions.
108% more call options, than puts
Call options by funds: $81.5M | Put options by funds: $39.1M
0% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 76
1% less funds holding
Funds holding: 780 → 773 (-7)
9% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 292
4.01% less ownership
Funds ownership: 74.6% → 70.6% (-4%)
18% less capital invested
Capital invested by funds: $10.6B → $8.73B (-$1.86B)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
+$63.4M |
| 2 |
RIM
Rush Island Management
New York
|
+$61.3M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$32.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$29M |
| 5 |
BlackRock
New York
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$271M |
| 2 |
Morgan Stanley
New York
|
-$120M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$76.5M |
| 4 |
LPC
Long Pond Capital
New York
|
-$62.7M |
| 5 |
State Street
Boston,
Massachusetts
|
-$50.3M |
WPC Hedge Fund Activity: Q1 2024 in Review
773 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2024, worth a combined $8.73B — down 18% from $10.6B a quarter earlier.
Fund positioning in WPC was balanced in Q1 2024: 76 funds opened new positions, 76 closed out, 265 added to existing stakes and 292 trimmed.
The largest buyer was Equity Investment Corp, opening a new position worth an estimated $63.4M. The largest seller was Cohen & Steers, cutting an estimated $271M.
- 773 institutional investors held W.P. Carey (WPC) as of Q1 2024, down from 780 in Q4 2023.
- Funds reported $8.73B of W.P. Carey stock for Q1 2024, down 18% quarter-over-quarter.
- 76 funds opened new W.P. Carey positions in Q1 2024 and 76 closed out, a net change of 0 holders.
- The largest W.P. Carey buyer in Q1 2024 was Equity Investment Corp, an estimated $63.4M added.
- The largest W.P. Carey seller in Q1 2024 was Cohen & Steers, an estimated $271M sold.
Based on aggregated 13F filings for Q1 2024.