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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
376
First Midwest Bank Trust Division
Illinois
$560K +$132K +1,853 +31%
AIC
377
Archer Investment Corporation
Indiana
$552K +$91.6K +1,280 +20%
RA
378
RFG Advisory
Alabama
$547K +$57.6K +806 +12%
VPIM
379
Vanguard Personalized Indexing Management
California
$538K -$65.5K -915 -11%
ASN
380
Advisory Services Network
Georgia
$537K +$21.1K +295 +4%
BFEC
381
Benjamin F. Edwards & Company
Missouri
$536K – – –
OIA
382
Optimum Investment Advisors
Illinois
$534K -$14.7K -205 -3%
TA
383
Tectonic Advisors
Texas
$532K +$212K +2,960 +66%
LWP
384
Lumature Wealth Partners
Georgia
$526K – – –
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$525K +$39.7K +555 +8%
QIM
386
Quantitative Investment Management
Virginia
$521K -$342K -4,782 -40%
MS
387
Madden Securities
Texas
$519K – – –
HCM
388
Highlander Capital Management
New Jersey
$513K – – –
PTC
389
Philadelphia Trust Company
Pennsylvania
$511K – – –
IWM
390
IHT Wealth Management
Illinois
$510K -$93K -1,300 -15%
PTC
391
Private Trust Company
Ohio
$507K +$21.5K +301 +4%
MWNA
392
Marshall Wace North America
New York
$504K -$6.71M -93,807 -93%
GT
393
Glenmede Trust
Pennsylvania
$504K +$36.4K +510 +8%
VAS
394
Vestmark Advisory Solutions
Massachusetts
$504K +$71.8K +1,003 +17%
CCM
395
Cullen Capital Management
New York
$503K – – –
AIM
396
Achmea Investment Management
Netherlands
$503K +$30K +420 +6%
NFG
397
Next Financial Group
Texas
$497K +$121K +1,685 +32%
APA
398
American Portfolios Advisors
New York
$487K +$135K +1,881 +38%
N
399
Natixis
France
$485K +$485K +6,774 New
KFS
400
Kaizen Financial Strategies
California
$481K +$481K +6,728 New
14 15
16
17 18