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W.P. Carey
WPC

Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M

Top Buyers

1
BlackRock
BlackRock
New York
+$62.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$61.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$29.7M
4
UBS Group
UBS Group
Switzerland
+$28.7M
5
PS
Presima Securities
Quebec, Canada
+$25.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$92M
2
CIM
Centersquare Investment Management
Pennsylvania
-$69.2M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$52.1M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$31.7M
5
Millennium Management
Millennium Management
New York
-$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
351
Independence Wealth Advisors
Virginia
$509K – – –
RA
352
RFG Advisory
Alabama
$507K -$112K -1,720 -18%
LA
353
LexAurum Advisors
Kansas
$501K – – –
MS
354
Madden Securities
Texas
$501K – – –
BAM
355
Belpointe Asset Management
Nevada
$496K -$47K -679 -9%
PTC
356
Philadelphia Trust Company
Pennsylvania
$494K – – –
ACG
357
Allen Capital Group
Nebraska
$493K – – –
Fisher Asset Management
358
Fisher Asset Management
Washington
$488K -$184K -2,660 -27%
SCCM
359
Schafer Cullen Capital Management
New York
$486K – – –
I2I
360
Insight 2811 Inc
Illinois
$481K -$120K -1,736 -20%
II
361
Inspire Investing
Idaho
$472K +$80.8K +1,169 +21%
AIC
362
Archer Investment Corporation
Indiana
$468K – – –
PTC
363
Private Trust Company
Ohio
$465K +$484 +7 +0.1%
AssetMark Inc
364
AssetMark Inc
California
$463K +$26K +376 +6%
AIM
365
Achmea Investment Management
Netherlands
$458K – – –
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$457K – – –
KCM
367
Kathmere Capital Management
Pennsylvania
$454K – – –
IRF
368
IBM Retirement Fund
New York
$452K -$70K -1,011 -13%
CWG
369
Cornerstone Wealth Group
North Carolina
$441K -$240K -3,475 -35%
Rafferty Asset Management
370
Rafferty Asset Management
New York
$441K +$22.1K +320 +5%
KFS
371
Kaizen Financial Strategies
California
$441K +$441K +6,378 New
LWP
372
Lumature Wealth Partners
Georgia
$438K +$438K +6,330 New
SS
373
Sunbelt Securities
Texas
$438K +$438K +6,338 New
FQ
374
First Quadrant
California
$437K -$300K -4,343 -41%
CAM
375
Carret Asset Management
New York
$436K +$194K +2,814 +80%
13 14
15
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