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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 %
PCA
151
Private Capital Advisors
Connecticut
$3.8M 67,386 -1,378 -2%
KS
152
Karpas Strategies
Connecticut
$3.78M 67,024 +334 +0.5%
UM
153
UniSuper Management
Australia
$3.68M 65,200 +3,200 +5%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$3.67M 65,070 -5,379 -8%
PAG
155
Private Advisor Group
New Jersey
$3.64M 64,428 -6,835 -10%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$3.55M 62,900 +1,500 +2%
CAM
157
Cozad Asset Management
Illinois
$3.53M 62,535 +7,995 +15%
AFM
158
Armstrong Fleming & Moore
District of Columbia
$3.53M 62,464 -40 -0.1%
NIWA
159
New Insight Wealth Advisors
California
$3.42M 60,592 -65 -0.1%
ASRS
160
Arizona State Retirement System
Arizona
$3.39M 60,145 +1,350 +2%
PC
161
Prairiewood Capital
North Dakota
$3.34M 59,160 +4,923 +9%
American Century Companies
162
American Century Companies
Missouri
$3.33M 59,036 -691,191 -92%
SMDAM
163
Sumitomo Mitsui DS Asset Management
Japan
$3.25M 57,633 +1,730 +3%
HAG
164
HighPoint Advisor Group
Illinois
$3.24M 55,213 -1,425 -3%
Axa
165
Axa
France
$3.21M 56,828 +23,121 +69%
CCM
166
Cohen Capital Management
California
$3.09M 54,788 +253 +0.5%
OPERF
167
Oregon Public Employees Retirement Fund
Oregon
$3.05M 54,020 -7,730 -13%
PDN
168
Pensionfund DSM Netherlands
Netherlands
$3.04M 53,800 +2,000 +4%
SOMRS
169
State of Michigan Retirement System
Michigan
$3.03M 53,700 +1,200 +2%
RBC
170
Romano Brothers & Co
Illinois
$2.98M 52,720 -1,895 -3%
NAM
171
Nissay Asset Management
Japan
$2.96M 52,495 +92 +0.2%
AAF
172
Andra AP-fonden
Sweden
$2.96M 52,450 -42,250 -45%
HFS
173
Hantz Financial Services
Michigan
$2.95M 52,269 -2,431 -4%
AAS
174
Avantax Advisory Services
Texas
$2.95M 52,260 +1,117 +2%
BLC
175
Brown, Lisle/Cummings
Rhode Island
$2.91M 51,502 +527 +1%
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