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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 %
Fisher Asset Management
401
Fisher Asset Management
Washington
$417K -$73K -1,053 -15%
LWAC
402
Laurel Wealth Advisors (California)
California
$416K -$14.2K -205 -3%
BG
403
Benedetti & Gucer
Georgia
$415K +$415K +5,988 New
Fiera Capital (Canada)
404
Fiera Capital (Canada)
Quebec, Canada
$413K +$413K +5,953 New
DFG
405
Demars Financial Group
Washington
$412K +$174K +2,506 +73%
KCM
406
Kathmere Capital Management
Pennsylvania
$410K -$45.3K -653 -10%
IRF
407
IBM Retirement Fund
New York
$407K -$45.7K -659 -10%
CCM
408
Covington Capital Management
California
$407K – – –
RJT
409
Raymond James Trust
Florida
$407K +$20K +288 +5%
BCM
410
BTC Capital Management
Iowa
$405K -$3.44K -50 -0.8%
JWM
411
Jackson Wealth Management
Florida
$400K – – –
DDC
412
DF Dent & Co
Maryland
$398K – – –
LIM
413
Longfellow Investment Management
Massachusetts
$398K +$328K +4,732 +471%
BRWM
414
B. Riley Wealth Management
Tennessee
$397K +$397K +5,724 New
BFM
415
Boston Financial Management
Massachusetts
$389K – – –
FBC
416
Fairfield, Bush & Co
Connecticut
$389K – – –
FMBTD
417
First Midwest Bank Trust Division
Illinois
$387K -$232K -3,337 -37%
DI
418
Diligent Investors
California
$386K -$6.31K -91 -2%
CTA
419
Chesley Taft & Associates
Illinois
$385K – – –
OC
420
Oakworth Capital
Alabama
$382K +$347K +5,002 +977%
SWG
421
Summit Wealth Group
Vermont
$378K – – –
CAAS
422
Capital Asset Advisory Services
Michigan
$376K +$53.6K +761 +17%
WAM
423
World Asset Management
Michigan
$375K -$11.9K -163 -3%
HHRDM
424
H&H Retirement Design & Management
Nevada
$368K +$368K +5,098 New
OIA
425
Optimum Investment Advisors
Illinois
$366K +$12.1K +174 +3%
15 16
17
18 19