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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
176
Nissay Asset Management
Japan
$3.57M 57,333 +1,830 +3%
CCM
177
Cohen Capital Management
California
$3.49M 56,059 +851 +2%
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$3.48M 55,922 -175,100 -76%
NIWA
179
New Insight Wealth Advisors
California
$3.33M 53,486 -5,469 -9%
AFM
180
Armstrong Fleming & Moore
District of Columbia
$3.29M 52,823 -3,325 -6%
SOMRS
181
State of Michigan Retirement System
Michigan
$3.24M 52,000 -700 -1%
AM
182
AGF Management
Ontario, Canada
$3.23M 51,820 +10,500 +25%
RBC
183
Romano Brothers & Co
Illinois
$3.18M 51,020 +530 +1%
CS
184
Capital Square
Tennessee
$3.18M 50,999 +6,330 +14%
GCWM
185
Graham Capital Wealth Management
District of Columbia
$3.17M 50,926 +50,926 New
PI
186
PineBridge Investments
New York
$3.14M 50,465 +13,928 +38%
Axa
187
Axa
France
$3.14M 50,406 -54,166 -52%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$3.02M 48,554 -285 -0.6%
HFS
189
Hantz Financial Services
Michigan
$3.02M 48,487 -1,291 -3%
SFS
190
Sowell Financial Services
Arkansas
$3M 47,506 +11,786 +33%
SEI Investments
191
SEI Investments
Pennsylvania
$2.98M 47,888 -57,404 -55%
Fuller & Thaler Asset Management
192
Fuller & Thaler Asset Management
California
$2.97M 47,615 -2,402 -5%
WSCM
193
Wellington Shields Capital Management
New York
$2.94M 47,127 +813 +2%
BLC
194
Brown, Lisle/Cummings
Rhode Island
$2.93M 47,106 +1,144 +2%
CCM
195
Coldstream Capital Management
Washington
$2.92M 47,132 +36,001 +323%
AIP
196
Ameritas Investment Partners
Nebraska
$2.8M 44,899 -1,645 -4%
Skandinaviska Enskilda Banken (SEB)
197
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.77M 44,445 +1,900 +4%
PS
198
Pensionfund Sabic
Netherlands
$2.76M 44,304 +1,000 +2%
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$2.76M 44,254 -1,170 -3%
HighTower Advisors
200
HighTower Advisors
Illinois
$2.75M 44,188 -1,858 -4%
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