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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 %
Rockefeller Capital Management
451
Rockefeller Capital Management
New York
$266K +$7.1K +103 +3%
FF
452
FourThought Financial
Florida
$265K +$265K +3,837 New
PL
453
Plancorp LLC
Missouri
$264K – – –
HL
454
HeadInvest LLC
Maine
$264K +$40.1K +579 +18%
AP
455
Advisor Partners
California
$261K – – –
SFA
456
Sequoia Financial Advisors
Ohio
$260K +$1.11K +16 +0.4%
GWS
457
Glassman Wealth Services
Virginia
$252K +$202K +2,917 +404%
Manulife (Manufacturers Life Insurance)
458
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K -$3.18K -46 -1%
BC
459
Brio Consultants
California
$249K +$1.31K +19 +0.5%
CF
460
Clarity Financial
Texas
$249K +$249K +3,599 New
GC
461
Gilbert & Cook
Iowa
$246K +$246K +3,546 New
VHAM
462
Van Hulzen Asset Management
California
$244K – – –
MSS
463
Mitchell Sinkler & Starr
Pennsylvania
$242K -$30K -434 -11%
ACI
464
Alpha Cubed Investments
California
$239K +$692 +10 +0.3%
FC
465
FORA Capital
Florida
$238K +$166K +2,410 +233%
DFG
466
Demars Financial Group
Washington
$238K +$238K +3,444 New
TC
467
Touchstone Capital
Pennsylvania
$237K +$237K +3,429 New
CFD
468
Creative Financial Designs
Indiana
$235K +$9.04K +131 +4%
PWM
469
Perigon Wealth Management
California
$234K +$17.7K +256 +8%
PRC
470
Pearl River Capital
Michigan
$233K +$233K +3,366 New
APA
471
American Portfolios Advisors
New York
$233K +$38K +550 +20%
PCM
472
Poehling Capital Management
Wisconsin
$232K – – –
HDIM
473
Hanson & Doremus Investment Management
Vermont
$230K -$8.79K -127 -4%
CAG
474
Csenge Advisory Group
Florida
$227K -$18.5K -268 -8%
RDFA
475
Ritter Daniher Financial Advisory
Ohio
$227K +$227K +3,284 New
17 18
19
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