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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFP
201
Freedom Financial Partners
Minnesota
$2.62M 48,029 +48,029 New
Two Sigma Investments
202
Two Sigma Investments
New York
$2.6M 47,797 +11,180 +31%
Prudential Financial
203
Prudential Financial
New Jersey
$2.56M 47,056 +21,317 +83%
HFS
204
Hantz Financial Services
Michigan
$2.54M 46,530 -1,957 -4%
Corient Private Wealth
205
Corient Private Wealth
Florida
$2.5M 45,901 -12,115 -21%
SA
206
Sanctuary Advisors
Indiana
$2.48M 44,618 +9,036 +25%
AM
207
AGF Management
Ontario, Canada
$2.46M 45,204 -6,616 -13%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$2.43M 44,584 +330 +0.7%
HighTower Advisors
209
HighTower Advisors
Illinois
$2.42M 44,381 +193 +0.4%
AIP
210
Ameritas Investment Partners
Nebraska
$2.39M 43,834 -1,065 -2%
Verition Fund Management
211
Verition Fund Management
Connecticut
$2.38M 43,642 +43,642 New
Holocene Advisors
212
Holocene Advisors
New York
$2.37M 43,462 -35,966 -45%
NMERB
213
New Mexico Educational Retirement Board
New Mexico
$2.36M 43,400 – –
MIC
214
Mubadala Investment Company
United Arab Emirates
$2.36M 43,389 +43,389 New
DnB Asset Management
215
DnB Asset Management
Norway
$2.32M 42,493 +1,850 +5%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$2.28M 41,900 +5,394 +15%
RB
217
Rodgers Brothers
Pennsylvania
$2.27M 41,750 +41,750 New
TD Asset Management
218
TD Asset Management
Ontario, Canada
$2.27M 41,621 +7,774 +23%
OAM
219
Ostrum Asset Management
France
$2.12M 38,864 +4,398 +13%
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
$2.11M 38,692 +38,692 New
Wolverine Trading
221
Wolverine Trading
Illinois
$2.08M 38,133 +16,015 +72%
X
222
Xponance
Pennsylvania
$2.05M 37,709 +3,077 +9%
XF
223
XML Financial
Maryland
$1.99M 36,463 +1,646 +5%
I
224
InceptionR
California
$1.99M 36,449 +36,449 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$1.96M 35,927 +2,770 +8%
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