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W.P. Carey
WPC

Overview Fund Activity

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
BlackRock
2
BlackRock
New York
$1.16B
3
State Street
3
State Street
Massachusetts
$679M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$52.1M
3
AAMU
3
APG Asset Management US
New York
$114M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$33.3M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$1.61M 19,609 +139 +0.7%
GI
252
GAMCO Investors
Connecticut
$1.61M 19,600 – –
Wealthfront Advisers
253
Wealthfront Advisers
California
$1.61M 19,592 +14,110 +257%
IAA
254
Independent Advisor Alliance
North Carolina
$1.61M 19,588 +452 +2%
MCIA
255
Mountain Capital Investment Advisors
Colorado
$1.61M 20,299 +5,585 +38%
VWA
256
V Wealth Advisors
Kansas
$1.59M 19,342 -1,849 -9%
Simplex Trading
257
Simplex Trading
Illinois
$1.59M 19,342 +13,450 +228%
WSC
258
Wellington Shields & Co
New York
$1.58M 19,302 +766 +4%
AB
259
Amalgamated Bank
New York
$1.58M 19,288 +10 +0.1%
JC
260
JB Capital
Connecticut
$1.58M 19,278 +554 +3%
BA
261
Bennicas & Associates
California
$1.58M 19,200 – –
SAM
262
Shell Asset Management
Netherlands
$1.56M 19,037 +4,568 +32%
TSS
263
Two Sigma Securities
New York
$1.56M 19,000 +19,000 New
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$1.54M 18,764 +3,569 +23%
CSS
265
Cubist Systematic Strategies
Connecticut
$1.54M 18,707 -4,062 -18%
BCI
266
Brinker Capital Investments
Pennsylvania
$1.53M 18,675 -1,285 -6%
FPW
267
Flagship Private Wealth
Massachusetts
$1.5M 18,257 +5 +0%
CG
268
Colony Group
Massachusetts
$1.49M 18,115 +147 +0.8%
RIM
269
Redpoint Investment Management
Australia
$1.46M 17,825 +486 +3%
RCM
270
RB Capital Management
Nevada
$1.44M 17,493 +1,126 +7%
TCWM
271
Total Clarity Wealth Management
Illinois
$1.41M 17,190 +1,867 +12%
AOWM
272
Alpha Omega Wealth Management
Virginia
$1.41M 17,653 – –
IWC
273
Integrated Wealth Concepts
Massachusetts
$1.4M 17,028 +542 +3%
Connor, Clark & Lunn Investment Management (CC&L)
274
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.38M 16,870 +16,870 New
Principal Financial Group
275
Principal Financial Group
Iowa
$1.38M 16,857 -1,710 -9%
9 10
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