W.P. Carey
783 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 266 increasing their positions, 300 reducing their positions, and 63 closing their positions.
53% more call options, than puts
Call options by funds: $62.6M | Put options by funds: $40.9M
33% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 63
1% more funds holding
Funds holding: 774 → 783 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.95% less ownership
Funds ownership: 70.59% → 67.64% (-2.9%)
6% less capital invested
Capital invested by funds: $8.73B → $8.16B (-$567M)
11% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 300
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$33.2M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
+$26.2M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$25.1M |
| 4 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
+$23.2M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$205M |
| 2 |
JP Morgan Chase
New York
|
-$112M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$92M |
| 4 |
RIM
Rush Island Management
New York
|
-$69.7M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$56M |
WPC Hedge Fund Activity: Q2 2024 in Review
783 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2024, worth a combined $8.16B — down 6.5% from $8.73B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new WPC positions and 63 closed out — a net gain of 21 holders — while 266 added to existing stakes and 300 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $33.2M. The largest seller was Cohen & Steers, cutting an estimated $205M.
- 783 institutional investors held W.P. Carey (WPC) as of Q2 2024, up from 774 in Q1 2024.
- Funds reported $8.16B of W.P. Carey stock for Q2 2024, down 6.5% quarter-over-quarter.
- 84 funds opened new W.P. Carey positions in Q2 2024 and 63 closed out, a net change of +21 holders.
- The largest W.P. Carey buyer in Q2 2024 was Massachusetts Financial Services, an estimated $33.2M added.
- The largest W.P. Carey seller in Q2 2024 was Cohen & Steers, an estimated $205M sold.
Based on aggregated 13F filings for Q2 2024.