W.P. Carey
803 hedge funds and large institutions have $9.16B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 282 increasing their positions, 300 reducing their positions, and 59 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
53% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 59
22% more call options, than puts
Call options by funds: $66.1M | Put options by funds: $54.2M
2% more funds holding
Funds holding: 784 → 803 (+19)
0.49% less ownership
Funds ownership: 67.64% → 67.15% (-0.49%)
5% less capital inflows, than outflows
Capital inflows: $592M | Capital outflows: $625M
6% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 300
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$106M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$51.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$28.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$185M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$75.7M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$32.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$29.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.8M |
WPC Hedge Fund Activity: Q3 2024 in Review
803 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q3 2024, worth a combined $9.16B — up 12% from $8.16B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new WPC positions and 59 closed out — a net gain of 31 holders — while 282 added to existing stakes and 300 trimmed.
The largest buyer was UBS AM, adding an estimated $106M. The largest seller was Cohen & Steers, cutting an estimated $185M.
- 803 institutional investors held W.P. Carey (WPC) as of Q3 2024, up from 784 in Q2 2024.
- Funds reported $9.16B of W.P. Carey stock for Q3 2024, up 12% quarter-over-quarter.
- 90 funds opened new W.P. Carey positions in Q3 2024 and 59 closed out, a net change of +31 holders.
- The largest W.P. Carey buyer in Q3 2024 was UBS AM, an estimated $106M added.
- The largest W.P. Carey seller in Q3 2024 was Cohen & Steers, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2024.