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

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$2.38M
2
GCM
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.7M
4
HF
HRT Financial
New York
$0
5
PS
Presima Securities
Quebec, Canada
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
451
MV Capital Management
Maryland
$371K – – –
CWP
452
Concord Wealth Partners
Virginia
$359K -$285K -3,980 -44%
IRF
453
IBM Retirement Fund
New York
$359K +$3.86K +54 +1%
OC
454
Oakworth Capital
Alabama
$358K -$36.6K -511 -9%
WDC
455
Woodward Diversified Capital
California
$358K +$30.2K +421 +9%
CWA
456
Clearview Wealth Advisors
Oregon
$357K +$15.2K +212 +4%
PA
457
Procyon Advisors
Connecticut
$356K +$42K +587 +13%
IF
458
Intrua Financial
Texas
$353K +$353K +4,601 New
VCA
459
Verdence Capital Advisors
Maryland
$349K -$19K -266 -5%
VU
460
Vanderbilt University
Tennessee
$348K +$348K +4,867 New
WAM
461
World Asset Management
Michigan
$348K -$3.36K -47 -1%
PCM
462
Parsons Capital Management
Rhode Island
$347K – – –
KeyBank National Association
463
KeyBank National Association
Ohio
$345K +$8.8K +123 +3%
MOS
464
MGO One Seven
Ohio
$344K +$2.19K +29 +0.6%
MAM
465
Meeder Asset Management
Ohio
$343K +$25.7K +359 +8%
TPA
466
Trivium Point Advisory
Connecticut
$337K – – –
APW
467
Austin Private Wealth
Texas
$337K +$5.15K +72 +2%
MSFP
468
Mark Sheptoff Financial Planning
Connecticut
$333K +$14.6K +204 +5%
KA
469
Kercheville Advisors
Texas
$332K – – –
LNC
470
Lincoln National Corp
Pennsylvania
$331K -$26.1K -365 -7%
VCM
471
Virtue Capital Management
Tennessee
$331K -$21.6K -302 -6%
RC
472
RegentAtlantic Capital
New Jersey
$330K +$330K +4,613 New
DAC
473
Dividend Assets Capital
South Carolina
$329K +$329K +4,595 New
ACM
474
Avalon Capital Management
California
$327K +$108K +1,517 +50%
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$324K -$231K -3,235 -42%
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