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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 %
CF
251
Centaurus Financial
California
$1.48M +$45.9K +642 +3%
MIM
252
Monashee Investment Management
Massachusetts
$1.46M +$1.46M +20,420 New
Twin Tree Management
253
Twin Tree Management
Texas
$1.46M +$1.46M +20,422 New
Comerica Bank
254
Comerica Bank
Texas
$1.46M +$546K +7,220 +60%
GI
255
GAMCO Investors
Connecticut
$1.43M +$73.1K +1,021 +5%
BAM
256
Belpointe Asset Management
Nevada
$1.42M +$45.3K +634 +3%
AB
257
Amalgamated Bank
New York
$1.41M -$79.8K -1,115 -5%
CCM
258
Coldstream Capital Management
Washington
$1.41M +$898K +14,070 +177%
BA
259
Bennicas & Associates
California
$1.4M – – –
IAA
260
Independent Advisor Alliance
North Carolina
$1.4M +$14.2K +198 +1%
BMA
261
Brooks Moore & Associates
Tennessee
$1.38M +$330K +4,615 +31%
JC
262
JB Capital
Connecticut
$1.37M +$1.37M +19,117 New
Principal Financial Group
263
Principal Financial Group
Iowa
$1.36M +$644 +9 +0%
WSC
264
Wellington Shields & Co
New York
$1.35M -$14.5K -202 -1%
FPW
265
Flagship Private Wealth
Massachusetts
$1.33M +$286 +4 +0%
PAM
266
Panagora Asset Management
Massachusetts
$1.33M -$2.86K -40 -0.2%
PA
267
Profund Advisors
Maryland
$1.32M +$866K +12,111 +189%
CG
268
Colony Group
Massachusetts
$1.31M +$18.2K +255 +1%
AOWM
269
Alpha Omega Wealth Management
Virginia
$1.29M -$3.65K -51 -0.3%
EWA
270
EP Wealth Advisors
California
$1.28M -$1.18M -16,536 -48%
GAM
271
Griffin Asset Management
New York
$1.28M -$127K -1,772 -9%
RIM
272
Redpoint Investment Management
Australia
$1.27M -$222K -3,101 -15%
OHIS
273
Oak Harvest Investment Services
Texas
$1.23M -$1.93K -27 -0.2%
AI
274
Atria Investments
North Carolina
$1.21M +$49.5K +692 +4%
TYCC
275
Texas Yale Capital Corp
Florida
$1.21M +$501 +7 +0%
9 10
11
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