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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 %
Los Angeles Capital Management
401
Los Angeles Capital Management
California
$480K +$23K +322 +5%
ACG
402
Allen Capital Group
Nebraska
$478K -$6.01K -84 -1%
IAIM
403
International Assets Investment Management
Florida
$478K +$5.22K +73 +1%
RFC
404
Regions Financial Corp
Alabama
$477K +$477K +6,659 New
KM
405
Kalos Management
Georgia
$476K +$24.6K +324 +5%
HIP
406
Harrell Investment Partners
Texas
$470K – – –
BRWM
407
B. Riley Wealth Management
Tennessee
$465K +$6.23K +87 +1%
MAFM
408
Mid Atlantic Financial Management
Pennsylvania
$463K -$149K -2,087 -24%
YMRC
409
Yorktown Management & Research Company
Virginia
$460K +$460K +6,432 New
Fisher Asset Management
410
Fisher Asset Management
Washington
$459K +$41.5K +580 +10%
MAM
411
Morse Asset Management
Connecticut
$453K +$36.5K +510 +9%
FQ
412
First Quadrant
California
$452K – – –
MCP
413
Mirador Capital Partners
California
$451K -$43.9K -614 -9%
TPCW
414
TD Private Client Wealth
New York
$450K +$89.9K +1,256 +25%
DA
415
Detalus Advisors
Missouri
$447K – – –
CAAS
416
Capital Asset Advisory Services
Michigan
$447K +$12.9K +178 +3%
LMAM
417
Legg Mason Asset Management
Japan
$443K – – –
OIA
418
OneDigital Investment Advisors
Kansas
$442K +$131K +1,826 +42%
I2I
419
Insight 2811 Inc
Illinois
$440K -$65.9K -921 -13%
Simplex Trading
420
Simplex Trading
Illinois
$440K +$126K +1,725 +40%
DBRC
421
D.B. Root & Company
Pennsylvania
$439K – – –
HAS
422
HBW Advisory Services
California
$439K +$202K +2,833 +85%
DMK
423
David M. Knott
$438K – – –
ATC
424
Argent Trust Co
Tennessee
$437K +$90.7K +1,268 +26%
JG
425
Jefferies Group
New York
$436K +$436K +6,099 New
15 16
17
18 19