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W.P. Carey
WPC

Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M

Top Buyers

1
BlackRock
BlackRock
New York
+$62.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$61.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.7M
4
UBS Group
UBS Group
Switzerland
+$28.7M
5
PS
Presima Securities
Quebec, Canada
+$25.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$92M
2
CIM
Centersquare Investment Management
Pennsylvania
-$69.2M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.1M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$31.7M
5
Millennium Management
Millennium Management
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
226
GAMCO Investors
Connecticut
$1.35M – – –
MIAN
227
Mariner Independent Advisor Network
Kansas
$1.35M +$507K +7,338 +60%
KOMWMG
228
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.34M -$321K -4,646 -19%
PAM
229
Panagora Asset Management
Massachusetts
$1.33M +$54.9K +794 +4%
TYCC
230
Texas Yale Capital Corp
Florida
$1.33M +$415 +6 +0%
WSC
231
Wellington Shields & Co
New York
$1.32M -$176K -2,550 -12%
RIM
232
Redpoint Investment Management
Australia
$1.31M +$183K +2,646 +16%
Jane Street
233
Jane Street
New York
$1.3M +$866K +12,530 +201%
First Trust Advisors
234
First Trust Advisors
Illinois
$1.29M -$181K -2,618 -12%
CFG
235
Cooper Financial Group
California
$1.29M +$814K +11,773 +173%
Los Angeles Capital Management
236
Los Angeles Capital Management
California
$1.28M +$75.8K +1,097 +6%
AOWM
237
Alpha Omega Wealth Management
Virginia
$1.27M -$27.2K -393 -2%
Mackenzie Financial
238
Mackenzie Financial
Ontario, Canada
$1.23M -$809K -11,704 -40%
QC
239
Quadrature Capital
United Kingdom
$1.23M +$703K +10,188 +134%
Wolverine Trading
240
Wolverine Trading
Illinois
$1.21M +$900K +13,188 +289%
GAM
241
Griffin Asset Management
New York
$1.21M +$25.5K +369 +2%
SI
242
Stephens Inc
Arkansas
$1.21M +$1.87K +27 +0.2%
II
243
IFM Investors
Australia
$1.2M +$203K +2,939 +20%
WA
244
Wambolt & Associates
Colorado
$1.19M -$142K -2,054 -11%
WEC
245
Winslow Evans & Crocker
Massachusetts
$1.19M +$790K +15,000 +197%
AWM
246
AE Wealth Management
Kansas
$1.19M -$279K -4,044 -19%
AA
247
Ancora Advisors
Ohio
$1.19M -$182K -2,636 -13%
CCM
248
Community Capital Management
Florida
$1.18M +$653K +9,444 +123%
OHIS
249
Oak Harvest Investment Services
Texas
$1.17M +$1.17M +16,923 New
Stifel Financial
250
Stifel Financial
Missouri
$1.15M -$49.6K -717 -4%
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