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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 %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$586K -$92.6K -1,337 -14%
LFA
352
Landmark Financial Advisors
Kentucky
$584K – – –
CF
353
Clarity Financial
Texas
$578K +$328K +4,736 +132%
Financial Engines Advisors
354
Financial Engines Advisors
California
$577K -$422 -6 -0.1%
CAG
355
Crestwood Advisors Group
Massachusetts
$566K -$53K -766 -9%
CCM
356
Coldstream Capital Management
Washington
$557K -$82.6K -1,191 -13%
CIAS
357
Capital Investment Advisory Services
North Carolina
$555K +$34.5K +498 +7%
MWM
358
Mission Wealth Management
California
$554K -$139 -2 -0%
Lazard Asset Management
359
Lazard Asset Management
New York
$548K +$256K +3,702 +88%
SS
360
Sunbelt Securities
Texas
$535K +$95.8K +1,383 +22%
TCWM
361
Total Clarity Wealth Management
Illinois
$533K +$214K +3,081 +67%
ACM
362
Ayrshire Capital Management
Connecticut
$528K -$1.11K -16 -0.2%
DBRC
363
D.B. Root & Company
Pennsylvania
$527K -$60.2K -869 -10%
AB
364
Amalgamated Bank
New York
$522K -$24.3K -351 -4%
C
365
Certuity
Florida
$521K +$521K +7,510 New
BFEC
366
Benjamin F. Edwards & Company
Missouri
$519K – – –
FC
367
FORA Capital
Florida
$516K +$277K +4,000 +116%
QT
368
Quantbot Technologies
New York
$515K -$474K -6,840 -48%
LWP
369
Lumature Wealth Partners
Georgia
$509K +$70.7K +1,021 +16%
SWP
370
Stratos Wealth Partners
Ohio
$506K -$18.3K -264 -3%
MS
371
Madden Securities
Texas
$502K – – –
PTC
372
Philadelphia Trust Company
Pennsylvania
$495K – – –
AssetMark Inc
373
AssetMark Inc
California
$495K +$30.9K +445 +7%
ACG
374
Allen Capital Group
Nebraska
$489K -$4.99K -72 -1%
CCM
375
Cullen Capital Management
New York
$487K +$487K +7,030 New
13 14
15
16 17