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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
226
Dupont Capital Management
Delaware
$1.51M -$1.85M -26,705 -55%
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$1.49M – – –
Wolverine Trading
228
Wolverine Trading
Illinois
$1.47M +$243K +3,509 +20%
FPW
229
Flagship Private Wealth
Massachusetts
$1.47M -$71 -1 -0%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
RIM
231
Redpoint Investment Management
Australia
$1.44M +$132K +1,910 +10%
PAM
232
Panagora Asset Management
Massachusetts
$1.39M +$57.3K +826 +4%
WAP
233
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$624 +9 +0%
RB
234
Rodgers Brothers
Pennsylvania
$1.38M +$1.38M +19,961 New
VWA
235
V Wealth Advisors
Kansas
$1.38M -$30.4K -439 -2%
JCM
236
Jag Capital Management
Missouri
$1.38M -$13.4K -194 -1%
BA
237
Bennicas & Associates
California
$1.36M -$28.4K -409 -2%
APG Asset Management
238
APG Asset Management
Netherlands
$1.36M -$4.11M -69,630 -75%
GAM
239
Griffin Asset Management
New York
$1.36M +$144K +2,083 +12%
WSC
240
Wellington Shields & Co
New York
$1.33M +$208 +3 +0%
First Trust Advisors
241
First Trust Advisors
Illinois
$1.32M +$31.9K +460 +2%
GI
242
GAMCO Investors
Connecticut
$1.32M -$35.3K -510 -3%
CIC
243
Cornercap Investment Counsel
Georgia
$1.31M +$1.31M +18,915 New
II
244
IFM Investors
Australia
$1.28M +$84.8K +1,224 +7%
AOWM
245
Alpha Omega Wealth Management
Virginia
$1.27M +$2.5K +36 +0.2%
SIM
246
Sonora Investment Management
Arizona
$1.27M +$134K +1,931 +12%
IAA
247
Independent Advisor Alliance
North Carolina
$1.25M +$316K +4,566 +34%
SSG
248
Summit Securities Group
New York
$1.24M +$1.24M +17,868 New
BCI
249
Brinker Capital Investments
Pennsylvania
$1.24M +$1.24M +17,677 New
Marshall Wace
250
Marshall Wace
United Kingdom
$1.23M +$1.23M +17,746 New
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