W.P. Carey
WPC
782 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 270 increasing their positions, 288 reducing their positions, and 109 closing their positions.
22% more call options, than puts
Call options by funds: $54.9M | Put options by funds: $45.1M
1.2% more ownership
Funds ownership: 67.15% → 68.35% (+1.2%)
6% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 288
6% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 109
2% less funds holding
Funds holding: 802 → 782 (-20)
11% less capital invested
Capital invested by funds: $9.16B → $8.16B (-$998M)
80% less funds holding in top 10
Funds holding in top 10: 5 → 1 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$51.7M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$43.2M |
| 3 |
BlackRock
New York
|
+$33.9M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$32.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$72.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$24.9M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$23.9M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
-$15.3M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
-$8.82M |
WPC Hedge Fund Activity: Q4 2024 in Review
782 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q4 2024, worth a combined $8.16B — down 11% from $9.16B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of WPC and 102 opened new positions — a net loss of 7 holders — while 288 trimmed existing stakes and 270 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $51.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $72.7M sold.
- 782 institutional investors held W.P. Carey (WPC) as of Q4 2024, down from 802 in Q3 2024.
- Funds reported $8.16B of W.P. Carey stock for Q4 2024, down 11% quarter-over-quarter.
- 102 funds opened new W.P. Carey positions in Q4 2024 and 109 closed out, a net change of -7 holders.
- The largest W.P. Carey buyer in Q4 2024 was Massachusetts Financial Services, an estimated $51.7M added.
- The largest W.P. Carey seller in Q4 2024 was Balyasny Asset Management, an estimated $72.7M sold.
Based on aggregated 13F filings for Q4 2024.