WPC icon

W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$1.41M +$772K +10,556 +121%
AWA
252
Arete Wealth Advisors
Illinois
$1.4M +$910K +12,344 +184%
FPW
253
Flagship Private Wealth
Massachusetts
$1.4M -$164K -2,180 -10%
JCM
254
Jag Capital Management
Missouri
$1.4M -$54K -739 -4%
WSC
255
Wellington Shields & Co
New York
$1.4M +$292 +4 +0%
GI
256
GAMCO Investors
Connecticut
$1.39M – – –
Principal Financial Group
257
Principal Financial Group
Iowa
$1.39M +$511K +6,992 +58%
CIC
258
Cornercap Investment Counsel
Georgia
$1.36M -$19.9K -273 -1%
SIM
259
Sonora Investment Management
Arizona
$1.36M +$25K +342 +2%
Citadel Advisors
260
Citadel Advisors
Florida
$1.36M -$2.75M -37,681 -67%
PAM
261
Panagora Asset Management
Massachusetts
$1.36M -$107K -1,458 -7%
AWM
262
AE Wealth Management
Kansas
$1.34M +$52.4K +717 +4%
KOMWMG
263
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.33M +$53.9K +737 +4%
CG
264
Colony Group
Massachusetts
$1.32M +$107K +1,458 +9%
AOWM
265
Alpha Omega Wealth Management
Virginia
$1.32M -$22.4K -306 -2%
VIA
266
Vident Investment Advisory
Georgia
$1.3M +$62.6K +856 +5%
ACM
267
AlphaCrest Capital Management
New York
$1.27M +$240K +3,288 +23%
OHIS
268
Oak Harvest Investment Services
Texas
$1.25M -$2.12K -29 -0.2%
TYCC
269
Texas Yale Capital Corp
Florida
$1.23M -$7.16K -98 -0.6%
FCA
270
FLC Capital Advisors
California
$1.22M – – –
CS
271
Candriam SCA
Luxembourg
$1.22M +$260K +3,560 +27%
IWC
272
Integrated Wealth Concepts
Massachusetts
$1.2M +$21K +288 +2%
MCCP
273
Mission Creek Capital Partners
California
$1.19M +$64.3K +879 +6%
AI
274
Atria Investments
North Carolina
$1.19M -$95.8K -1,311 -7%
Jane Street
275
Jane Street
New York
$1.18M -$15.4M -211,224 -93%
9 10
11
12 13