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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 %
SSB
526
Sandy Spring Bank
Maryland
$152K +$19.7K +283 +15%
Acadian Asset Management
527
Acadian Asset Management
Massachusetts
$149K -$245K -3,538 -62%
BWP
528
Baldwin Wealth Partners
Massachusetts
$142K – – –
FWM
529
Focused Wealth Management
New York
$139K +$1.11K +16 +0.8%
SIC
530
Salem Investment Counselors
North Carolina
$136K – – –
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$135K -$76.3K -1,102 -36%
PFGIA
532
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$1.04K +15 +0.8%
LS
533
Livforsakringsbolaget Skandia
Sweden
$127K – – –
GWMIA
534
Global Wealth Management Investment Advisory
Florida
$127K +$43.1K +620 +51%
KFS
535
Kelly Financial Services
Massachusetts
$126K – – –
S
536
SignatureFD
Georgia
$117K +$19K +273 +19%
TWM
537
Tradition Wealth Management
Minnesota
$115K – – –
LCM
538
Logan Capital Management
Pennsylvania
$113K +$113K +1,634 New
PA
539
Parallel Advisors
California
$111K -$553 -8 -0.5%
TCOV
540
Trust Company of Vermont
Vermont
$111K – – –
POIA
541
Pin Oak Investment Advisors
Texas
$106K -$42.3K -612 -29%
FMP
542
Financial Management Professionals
Texas
$105K – – –
BC
543
Barnett & Company
Tennessee
$105K +$105K +1,521 New
SIS
544
Sound Income Strategies
Florida
$93.8K -$25.6K -370 -21%
IFAM
545
Institutional & Family Asset Management
Colorado
$93K – – –
MCM
546
MV Capital Management
Maryland
$92K +$92K +1,326 New
KFI
547
Key Financial Inc
Pennsylvania
$87K +$1.74K +25 +2%
KPCM
548
Kings Point Capital Management
New York
$86K – – –
AWM
549
Accel Wealth Management
Iowa
$83K – – –
CCA
550
Column Capital Advisors
Indiana
$79K +$1.18K +17 +2%
20 21
22
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