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W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
Brookstone Capital Management
Illinois
$245K +$245K +3,228 New
SFG
527
Sovereign Financial Group
Connecticut
$243K – – –
HAS
528
HBW Advisory Services
California
$242K +$242K +3,314 New
BC
529
Brio Consultants
California
$241K -$24.6K -337 -9%
RDFA
530
Ritter Daniher Financial Advisory
Ohio
$240K – – –
PWM
531
Perigon Wealth Management
California
$239K -$14.5K -198 -6%
CCIA
532
Campbell & Co Investment Adviser
Maryland
$239K +$239K +3,267 New
D.E. Shaw & Co
533
D.E. Shaw & Co
New York
$238K -$31M -424,234 -99%
WC
534
Woodstock Corp
Massachusetts
$237K – – –
NB
535
Norinchukin Bank
Japan
$235K +$18.6K +254 +9%
ACM
536
AlphaStar Capital Management
North Carolina
$235K +$235K +3,171 New
AIC
537
Ameritas Investment Company
Nebraska
$231K +$7.06K +82 +3%
UH
538
Unigestion Holding
Switzerland
$229K -$147K -1,990 -39%
FF
539
FourThought Financial
Florida
$227K – – –
PSUF
540
People's United Financial
Connecticut
$225K +$225K +3,073 New
ACM
541
Avalon Capital Management
California
$224K +$224K +3,059 New
BIM
542
Baldwin Investment Management
Pennsylvania
$224K +$224K +3,063 New
KMWM
543
Keudell/Morrison Wealth Management
Oregon
$222K +$7.4K +101 +3%
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$221K -$143K -1,956 -39%
HDIM
545
Hanson & Doremus Investment Management
Vermont
$220K +$41.9K +658 +24%
IA
546
IndexIQ Advisors
New York
$215K +$7.74K +106 +4%
TC
547
Touchstone Capital
Pennsylvania
$214K -$7.32K -100 -3%
MWM
548
Mission Wealth Management
California
$213K -$372K -5,082 -64%
CCA
549
Conestoga Capital Advisors
Pennsylvania
$213K – – –
IA
550
Inspire Advisors
Idaho
$209K +$209K +2,854 New
20 21
22
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