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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 %
AWM
251
AE Wealth Management
Kansas
$1.22M +$30.1K +434 +3%
AI
252
Atria Investments
North Carolina
$1.22M +$149K +2,151 +14%
KOMWMG
253
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.21M -$133K -1,922 -10%
Stifel Financial
254
Stifel Financial
Missouri
$1.2M +$41.1K +593 +4%
OHIS
255
Oak Harvest Investment Services
Texas
$1.19M +$17.8K +257 +2%
TYCC
256
Texas Yale Capital Corp
Florida
$1.17M -$155K -2,243 -12%
VIA
257
Vident Investment Advisory
Georgia
$1.17M -$871K -12,564 -43%
MCIA
258
Mountain Capital Investment Advisors
Colorado
$1.17M +$286K +4,067 +33%
FCA
259
FLC Capital Advisors
California
$1.16M +$34.2K +493 +3%
AQR Capital Management
260
AQR Capital Management
Connecticut
$1.16M +$761K +11,018 +192%
CG
261
Colony Group
Massachusetts
$1.15M +$421K +6,068 +57%
Los Angeles Capital Management
262
Los Angeles Capital Management
California
$1.14M -$142K -2,042 -11%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$1.13M +$849K +12,257 +300%
IWC
264
Integrated Wealth Concepts
Massachusetts
$1.12M +$175K +2,519 +19%
BWA
265
Beam Wealth Advisors
Louisiana
$1.08M -$46.4K -669 -4%
TC
266
Truvestments Capital
Florida
$1.08M +$256K +3,700 +31%
MCCP
267
Mission Creek Capital Partners
California
$1.07M +$17.9K +259 +2%
CF
268
Centaurus Financial
California
$1.06M +$363K +5,233 +52%
APW
269
Aurora Private Wealth
New Jersey
$1.06M -$19.9K -287 -2%
AC
270
Allstate Corporation
Illinois
$1.05M -$10.8K -156 -1%
S
271
Seeyond
France
$1.05M +$627K +9,053 +149%
New York State Teachers Retirement System (NYSTRS)
272
New York State Teachers Retirement System (NYSTRS)
New York
$1.05M +$1.05M +15,111 New
SAM
273
Shell Asset Management
Netherlands
$1.04M -$941K -13,577 -48%
RPSA
274
Richard P. Slaughter Associates
Texas
$1.02M +$43.9K +633 +4%
SI
275
Stephens Inc
Arkansas
$1.02M -$196K -2,832 -16%
9 10
11
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