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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
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
326
First City Capital Management
Georgia
$719K +$25.1K +358 +4%
SC
327
Sawyer & Company
Massachusetts
$718K -$2.84K -41 -0.4%
EIA
328
Eldridge Investment Advisors
New Hampshire
$715K -$113K -1,634 -14%
LWCFA
329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$710K +$2.08K +30 +0.3%
QIM
330
Quantitative Investment Management
Virginia
$693K -$767K -11,063 -53%
PFP
331
Pinnacle Financial Partners
Tennessee
$683K -$70.8K -1,021 -9%
FNT
332
First National Trust
Pennsylvania
$681K +$320K +4,619 +89%
CIC
333
Carnegie Investment Counsel
Ohio
$679K +$15.9K +229 +2%
VFA
334
Voya Financial Advisors
Connecticut
$678K +$24.1K +348 +4%
FHA
335
Flagship Harbor Advisors
Massachusetts
$674K +$83K +1,197 +14%
CWP
336
Concord Wealth Partners
Virginia
$668K -$833K -12,010 -55%
BAS
337
Brown Advisory Securities
Maryland
$665K +$333K +4,805 +100%
VI
338
Versor Investments
New York
$665K +$665K +9,597 New
Rafferty Asset Management
339
Rafferty Asset Management
New York
$653K +$211K +3,048 +48%
First Manhattan
340
First Manhattan
New York
$647K -$58K -837 -8%
SBIA
341
Sheaff Brock Investment Advisors
Indiana
$640K +$19.7K +285 +3%
Simplex Trading
342
Simplex Trading
Illinois
$624K -$817K -11,792 -57%
RA
343
RFG Advisory
Alabama
$620K +$82.2K +1,186 +15%
IWM
344
IHT Wealth Management
Illinois
$612K +$88K +1,270 +17%
Schroder Investment Management Group
345
Schroder Investment Management Group
United Kingdom
$606K -$3.53M -50,951 -85%
BAM
346
Belpointe Asset Management
Nevada
$602K +$105K +1,517 +21%
BA
347
Bridgewater Associates
Connecticut
$596K +$596K +8,594 New
GIA
348
Guyasuta Investment Advisors
Pennsylvania
$593K +$34.9K +503 +6%
YIH
349
Y-Intercept (HK)
Hong Kong
$593K +$320K +4,624 +117%
KA
350
Kovack Advisors
Florida
$592K +$51.4K +741 +10%
12 13
14
15 16