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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 %
MWM
301
Madison Wealth Management
Ohio
$1.02M – – –
EH
302
Equitable Holdings
New York
$1.02M +$128K +1,783 +14%
APW
303
Aurora Private Wealth
New Jersey
$1.02M +$1.02M +14,252 New
CIC
304
Carnegie Investment Counsel
Ohio
$1.01M +$615K +8,590 +155%
WG
305
Winton Group
United Kingdom
$1M -$36.3K -508 -3%
Holocene Advisors
306
Holocene Advisors
New York
$1M +$1M +13,988 New
HI
307
Harbour Investments
Wisconsin
$994K +$96.4K +1,347 +11%
CFG
308
Cooper Financial Group
California
$992K +$25.5K +356 +3%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$987K – – –
Impax Asset Management Group
310
Impax Asset Management Group
United Kingdom
$982K +$24K +335 +3%
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$978K -$57.1K -798 -6%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$976K – – –
ACM
313
AlphaCrest Capital Management
New York
$970K -$277K -3,865 -22%
BAM
314
Blueshift Asset Management
New Jersey
$968K +$968K +13,530 New
VI
315
Versor Investments
New York
$964K -$75.6K -1,057 -7%
SSG
316
Summit Securities Group
New York
$957K -$139K -1,940 -13%
HIA
317
Harbor Investment Advisory
Maryland
$956K +$4.01K +56 +0.4%
PRC
318
Pearl River Capital
Michigan
$946K +$566K +7,907 +149%
Verition Fund Management
319
Verition Fund Management
Connecticut
$937K +$937K +13,095 New
C
320
Certuity
Florida
$912K -$1.86K -26 -0.2%
EMPI
321
Elo Mutual Pension Insurance
Finland
$909K – – –
BIAS
322
Beacon Investment Advisory Services
New Jersey
$908K -$44.3K -619 -5%
WA
323
Wambolt & Associates
Colorado
$898K -$6.97K -96 -0.8%
HKAM
324
Horizon Kinetics Asset Management
New York
$887K +$36.5K +510 +4%
C1AG
325
Client 1st Advisory Group
Florida
$885K – – –
11 12
13
14 15