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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MPM
126
Meritage Portfolio Management
Kansas
$4.87M 88,487 -2,091 -2%
CSS
127
Cubist Systematic Strategies
Connecticut
$4.87M 88,388 +88,388 New
VanEck Associates
128
VanEck Associates
New York
$4.86M 88,324 -2,752 -3%
H
129
HoyleCohen
California
$4.86M 88,207 -4,481 -5%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.78M 86,850 -59 -0.1%
UIM
131
USS Investment Management
United Kingdom
$4.76M 86,454 +3,304 +4%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$4.69M 85,112 -3,500 -4%
ETC
133
Exchange Traded Concepts
Oklahoma
$4.64M 84,229 -9,070 -10%
AWS
134
Arkfeld Wealth Strategies
Nebraska
$4.62M 83,657 +1,898 +2%
TAIM
135
Te Ahumairangi Investment Management
New Zealand
$4.58M 83,181 -740 -0.9%
Mariner
136
Mariner
Kansas
$4.53M 82,200 -4,655 -5%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$4.5M 81,798 -46,463 -36%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$4.48M 80,075 -5,325 -6%
SFA
139
Sequoia Financial Advisors
Ohio
$4.42M 80,323 +1,499 +2%
FRAF
140
Första AP-fonden
Sweden
$4.38M 79,600 -10,100 -11%
National Pension Service
141
National Pension Service
South Korea
$4.37M 79,465 – –
NC
142
Nicholas Company
Wisconsin
$4.35M 78,975 -8,120 -9%
SPS
143
Susquehanna Portfolio Strategies
Pennsylvania
$4.34M 78,800 -7,040 -8%
Prudential Financial
144
Prudential Financial
New Jersey
$4.32M 78,385 +52,406 +202%
AG
145
Advocate Group
Minnesota
$4.18M 76,020 -2,006 -3%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$4.15M 75,066 -89,658 -54%
Squarepoint
147
Squarepoint
New York
$4.09M 74,273 +930 +1%
GC
148
Guggenheim Capital
Illinois
$4.08M 74,097 -7,687 -9%
Victory Capital Management
149
Victory Capital Management
Texas
$4.07M 73,906 +169 +0.2%
Millennium Management
150
Millennium Management
New York
$4.04M 73,435 +73,435 New
4 5
6
7 8