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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 %
LWAC
376
Laurel Wealth Advisors (California)
California
$429K +$3.53K +51 +0.8%
BSW
377
Buckingham Strategic Wealth
Missouri
$426K -$2.42K -35 -0.6%
MAFM
378
Mid Atlantic Financial Management
Pennsylvania
$426K +$63.5K +919 +18%
DMK
379
David M. Knott
$423K – – –
DA
380
Detalus Advisors
Missouri
$423K +$3.87K +56 +0.9%
S
381
Seeyond
France
$420K -$2.42K -35 -0.6%
BCM
382
BTC Capital Management
Iowa
$409K +$11.1K +161 +3%
CCM
383
Covington Capital Management
California
$406K – – –
JWM
384
Jackson Wealth Management
Florida
$399K – – –
KM
385
Kalos Management
Georgia
$399K – – –
DDC
386
DF Dent & Co
Maryland
$397K – – –
NFG
387
Next Financial Group
Texas
$395K +$28.7K +415 +8%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$393K +$282K +4,078 +253%
AQR Capital Management
389
AQR Capital Management
Connecticut
$392K +$21.4K +314 +6%
DI
390
Diligent Investors
California
$391K -$211K -3,057 -35%
FBC
391
Fairfield, Bush & Co
Connecticut
$388K – – –
BFM
392
Boston Financial Management
Massachusetts
$388K +$35.3K +511 +10%
RJT
393
Raymond James Trust
Florida
$386K – – –
OIA
394
OneDigital Investment Advisors
Kansas
$377K -$45.4K -657 -11%
SWG
395
Summit Wealth Group
Vermont
$377K – – –
CTA
396
Chesley Taft & Associates
Illinois
$377K +$377K +5,457 New
LFAS
397
Level Four Advisory Services
Texas
$376K +$54.5K +788 +17%
NGA
398
Naples Global Advisors
Florida
$376K +$376K +5,442 New
WAM
399
World Asset Management
Michigan
$365K +$3.53K +51 +1%
IAIM
400
International Assets Investment Management
Florida
$365K +$34.6K +500 +10%
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16
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