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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
226
IFM Investors
Australia
$1.87M – – –
Fuller & Thaler Asset Management
227
Fuller & Thaler Asset Management
California
$1.85M +$446K +6,228 +32%
MC
228
Moors & Cabot
Massachusetts
$1.82M +$51.2K +714 +3%
ABC
229
Associated Banc-Corp
Wisconsin
$1.81M – – –
AQR Capital Management
230
AQR Capital Management
Connecticut
$1.8M -$452K -6,323 -20%
SOAMC
231
Spirit of America Management Corp
New York
$1.77M – – –
HCA
232
Horan Capital Advisors
Ohio
$1.77M +$31.5K +441 +2%
MIAN
233
Mariner Independent Advisor Network
Kansas
$1.75M +$73.6K +1,028 +4%
UOC
234
UBS O'Connor
Illinois
$1.75M +$1.75M +24,453 New
DG
235
DigitalBridge Group
Florida
$1.71M +$1.71M +23,916 New
AC
236
Allstate Corporation
Illinois
$1.69M +$661K +9,234 +64%
CRC
237
Curi RMB Capital
Illinois
$1.67M – – –
Wellington Management Group
238
Wellington Management Group
Massachusetts
$1.67M -$239K -3,339 -13%
CSS
239
Cubist Systematic Strategies
Connecticut
$1.66M +$83.1K +1,161 +5%
SG Americas Securities
240
SG Americas Securities
New York
$1.64M -$4.7M -65,691 -74%
TC
241
Truvestments Capital
Florida
$1.62M +$129K +1,808 +9%
OC
242
Oppenheimer & Co
New York
$1.57M +$813K +11,364 +107%
VWA
243
V Wealth Advisors
Kansas
$1.55M +$62.1K +868 +4%
S
244
Seeyond
France
$1.55M +$459K +6,416 +42%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$1.54M – – –
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$34.7K +485 +2%
AWM
247
AE Wealth Management
Kansas
$1.5M +$191K +2,664 +15%
BFM
248
Boothbay Fund Management
New York
$1.5M +$1.5M +21,000 New
BCI
249
Brinker Capital Investments
Pennsylvania
$1.5M – – –
AWA
250
Arete Wealth Advisors
Illinois
$1.49M +$111K +1,534 +8%
8 9
10
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