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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
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$2.7M – – –
AAA
202
Adams Asset Advisors
Texas
$2.69M +$1.31M +21,027 +95%
HAG
203
HighPoint Advisor Group
Illinois
$2.65M -$13.4K -243 -0.5%
DnB Asset Management
204
DnB Asset Management
Norway
$2.53M +$264K +4,243 +12%
Simplex Trading
205
Simplex Trading
Illinois
$2.31M +$765K +12,290 +49%
Two Sigma Investments
206
Two Sigma Investments
New York
$2.28M +$686K +11,015 +43%
BCIM
207
British Columbia Investment Management
British Columbia, Canada
$2.27M -$335K -5,373 -13%
URS
208
Utah Retirement Systems
Utah
$2.24M +$12.5K +200 +0.6%
VOYA Investment Management
209
VOYA Investment Management
Georgia
$2.21M -$239K -3,832 -10%
WCG
210
Weaver Consulting Group
California
$2.17M +$31.8K +511 +1%
XF
211
XML Financial
Maryland
$2.17M +$105K +1,684 +5%
X
212
Xponance
Pennsylvania
$2.16M +$12.4K +199 +0.6%
OAM
213
Ostrum Asset Management
France
$2.15M +$26.1K +419 +1%
IAG
214
Investmark Advisory Group
Connecticut
$2.14M +$78.1K +1,254 +4%
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$2.14M +$369K +5,917 +21%
PFA
216
Pathway Financial Advisers
Indiana
$2.14M +$65.7K +1,055 +3%
VA
217
Vident Advisory
Georgia
$2.13M +$191K +3,065 +10%
IWA
218
Inspirion Wealth Advisors
Illinois
$2.13M -$138K -2,208 -6%
TD Asset Management
219
TD Asset Management
Ontario, Canada
$2.12M +$27.2K +434 +1%
TAF
220
Tredje AP-fonden
Sweden
$2.12M – – –
HKAM
221
Horizon Kinetics Asset Management
New York
$2.1M +$766K +12,300 +57%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$2.08M -$41K -654 -2%
PS
223
Presima Securities
Quebec, Canada
$2.07M +$131K +2,100 +7%
SA
224
Sanctuary Advisors
Indiana
$2.03M -$33.4K -585 -2%
EM
225
Excalibur Management
Massachusetts
$2.01M -$65.1K -1,045 -3%
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