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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 %
ASN
376
Advisory Services Network
Georgia
$484K -$36.9K -532 -7%
LMAM
377
Legg Mason Asset Management
Japan
$478K -$32.5K -470 -6%
VCM
378
Virtue Capital Management
Tennessee
$476K -$42.2K -610 -8%
I2I
379
Insight 2811 Inc
Illinois
$476K -$7.08K -102 -1%
PTC
380
Private Trust Company
Ohio
$470K +$4.36K +63 +0.9%
CIBC Asset Management
381
CIBC Asset Management
Ontario, Canada
$470K +$11.9K +172 +3%
GTCM
382
Gyon Technologies Capital Management
New Jersey
$469K +$469K +6,773 New
AWA
383
Arete Wealth Advisors
Illinois
$466K +$100K +1,439 +27%
AIC
384
Archer Investment Corporation
Indiana
$462K -$7.07K -102 -2%
CWG
385
Cornerstone Wealth Group
North Carolina
$462K – – –
GCP
386
GSA Capital Partners
United Kingdom
$460K +$460K +6,642 New
KM
387
Kalos Management
Georgia
$459K +$31.8K +442 +7%
AIM
388
Achmea Investment Management
Netherlands
$458K – – –
LHC
389
Little House Capital
Massachusetts
$455K +$455K +6,565 New
HIP
390
Harrell Investment Partners
Texas
$455K +$455K +6,565 New
MAFM
391
Mid Atlantic Financial Management
Pennsylvania
$454K +$27K +390 +6%
LA
392
LexAurum Advisors
Kansas
$451K -$51.3K -740 -10%
KFS
393
Kaizen Financial Strategies
California
$449K +$6.86K +99 +2%
WAM
394
Weiss Asset Management
Massachusetts
$448K +$448K +6,465 New
FQ
395
First Quadrant
California
$438K – – –
CAM
396
Carret Asset Management
New York
$437K – – –
DA
397
Detalus Advisors
Missouri
$432K +$7.08K +102 +2%
AIP
398
Ahrens Investment Partners
Louisiana
$432K +$432K +6,238 New
BSW
399
Buckingham Strategic Wealth
Missouri
$427K – – –
DMK
400
David M. Knott
$425K – – –
14 15
16
17 18