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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
APG Asset Management US
New York
$99.8M
2
EIP
Epoch Investment Partners
New York
$67.7M
3
BC
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Impax Asset Management Group
276
Impax Asset Management Group
United Kingdom
$1M +$1M +14,480 New
SPIA
277
Steward Partners Investment Advisory
New York
$998K +$429K +6,187 +75%
HI
278
Harbour Investments
Wisconsin
$996K +$996K +14,372 New
M&T Bank
279
M&T Bank
New York
$984K -$388K -5,598 -28%
WA
280
Wambolt & Associates
Colorado
$984K -$240K -3,384 -20%
ACM
281
AlphaCrest Capital Management
New York
$979K +$325K +4,692 +50%
RCM
282
RB Capital Management
Nevada
$978K +$118K +1,704 +14%
TPA
283
Trivium Point Advisory
Connecticut
$967K -$38.9K -562 -4%
SPC
284
Sigma Planning Corp
Michigan
$962K -$8.11K -117 -0.8%
BIAS
285
Beacon Investment Advisory Services
New Jersey
$957K +$19.3K +278 +2%
Mariner
286
Mariner
Kansas
$949K -$92.4K -1,332 -9%
WG
287
Winton Group
United Kingdom
$948K +$948K +13,681 New
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$945K +$945K +13,635 New
JWCA
289
J.W. Cole Advisors
Florida
$942K +$31.9K +460 +4%
AMI
290
Amica Mutual Insurance
Rhode Island
$931K – – –
National Pension Service
291
National Pension Service
South Korea
$929K -$704K -10,161 -43%
FHC
292
First Heartland Consultants
Missouri
$922K +$707K +10,202 +328%
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
$918K -$317K -4,575 -26%
EMPI
294
Elo Mutual Pension Insurance
Finland
$903K +$28.1K +406 +3%
OPA
295
Old Port Advisors
Maine
$900K -$95.2K -1,373 -10%
HIA
296
Harbor Investment Advisory
Maryland
$894K +$212K +3,064 +31%
WSTAM
297
Wilbanks Smith & Thomas Asset Management
Virginia
$893K +$139K +2,008 +18%
HKAM
298
Horizon Kinetics Asset Management
New York
$892K +$42.5K +613 +5%
Comerica Bank
299
Comerica Bank
Texas
$883K -$81.5K -1,133 -8%
C1AG
300
Client 1st Advisory Group
Florida
$881K -$3.53K -51 -0.4%
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