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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 %
HL
476
HeadInvest LLC
Maine
$324K +$43.7K +611 +16%
MYAM
477
Meiji Yasuda Asset Management
Japan
$322K -$12.9K -180 -4%
ACI
478
Alpha Cubed Investments
California
$321K +$73K +1,021 +29%
Lido Advisors
479
Lido Advisors
California
$315K +$121K +1,695 +63%
OTPPB
480
Ontario Teachers' Pension Plan Board
Ontario, Canada
$315K +$315K +4,405 New
JIC
481
Joel Isaacson & Co
New York
$313K +$1.93K +27 +0.6%
CPO
482
Cerity Partners OCIO
New York
$311K +$1.5K +21 +0.5%
VBFG
483
Vishria Bird Financial Group
Tennessee
$310K – – –
GAM
484
Garrison Asset Management
Arkansas
$309K +$143 +2 +0%
DWM
485
Doyle Wealth Management
Florida
$308K +$3.07K +43 +1%
CFGS
486
Concourse Financial Group Securities
Alabama
$307K +$7.77K +107 +3%
WS
487
Wedbush Securities
California
$307K +$56.1K +784 +22%
PCA
488
Personal Capital Advisors
California
$305K -$34.7K -486 -10%
GC
489
Gilbert & Cook
Iowa
$303K +$13.6K +190 +5%
SF
490
Symphony Financial
Texas
$300K – – –
TCM
491
Teza Capital Management
Illinois
$299K -$646K -9,036 -68%
SLWA
492
San Luis Wealth Advisors
California
$298K +$298K +4,172 New
AIA
493
Arrow Investment Advisors
Maryland
$292K +$15.7K +220 +6%
NB
494
Norinchukin Bank
Japan
$289K +$59.4K +831 +26%
MPW
495
Monterey Private Wealth
California
$288K – – –
CF
496
Clarity Financial
Texas
$287K +$29.2K +408 +11%
Renaissance Technologies
497
Renaissance Technologies
New York
$285K -$3.44M -48,089 -92%
JF
498
Jump Financial
Illinois
$284K -$120K -1,673 -30%
AA
499
Ancora Advisors
Ohio
$284K +$217K +3,036 +326%
WPW
500
Warther Private Wealth
Ohio
$282K -$381K -5,251 -57%
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