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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 %
IWC
276
Integrated Wealth Concepts
Massachusetts
$1.2M +$30.2K +422 +3%
M&T Bank
277
M&T Bank
New York
$1.2M +$61.9K +865 +5%
RCM
278
RB Capital Management
Nevada
$1.2M +$62.9K +880 +6%
FCA
279
FLC Capital Advisors
California
$1.19M -$9.52K -133 -0.8%
Squarepoint
280
Squarepoint
New York
$1.18M +$1.18M +16,533 New
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$1.18M +$222K +3,102 +23%
MCCP
282
Mission Creek Capital Partners
California
$1.17M -$10.6K -147 -0.9%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$1.16M +$67.1K +938 +6%
CCM
284
Community Capital Management
Florida
$1.15M -$643K -8,985 -36%
RPSA
285
Richard P. Slaughter Associates
Texas
$1.12M +$34.7K +485 +3%
TCWM
286
Total Clarity Wealth Management
Illinois
$1.12M +$299K +4,178 +36%
SI
287
Stephens Inc
Arkansas
$1.12M +$44.7K +625 +4%
CS
288
Candriam SCA
Luxembourg
$1.11M -$78.8K -1,102 -7%
FFA
289
Founders Financial Alliance
North Carolina
$1.11M +$169K +2,357 +18%
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$1.11M +$21K +294 +2%
CWM
291
Cornerstone Wealth Management
Missouri
$1.11M +$171K +2,395 +18%
MCIA
292
Mountain Capital Investment Advisors
Colorado
$1.1M +$51.9K +710 +5%
New York State Teachers Retirement System (NYSTRS)
293
New York State Teachers Retirement System (NYSTRS)
New York
$1.1M – – –
BWA
294
Beam Wealth Advisors
Louisiana
$1.1M +$6.44K +90 +0.6%
JWCA
295
J.W. Cole Advisors
Florida
$1.09M +$165K +2,310 +18%
Lazard Asset Management
296
Lazard Asset Management
New York
$1.08M -$1.72K -24 -0.2%
SAM
297
Shell Asset Management
Netherlands
$1.06M +$71.6K +1,001 +7%
WBC
298
Westpac Banking Corp
Australia
$1.06M -$690K -9,647 -40%
PCM
299
Prelude Capital Management
New York
$1.04M -$26.3K -367 -2%
SPIA
300
Steward Partners Investment Advisory
New York
$1.04M -$10.6K -148 -1%
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