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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
$968M
2
Citadel Advisors
Citadel Advisors
Florida
$72.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$407M
4
UBS Group
UBS Group
Switzerland
$120M
5
PS
Presima Securities
Quebec, Canada
$29.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$328M
2
CIM
Centersquare Investment Management
Pennsylvania
$31.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$54M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$171M
5
Millennium Management
Millennium Management
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
576
Heritage Wealth Advisors
Virginia
$29K – – –
TF
577
Tompkins Financial
New York
$29K – – –
HCP
578
Hexagon Capital Partners
Arkansas
$29K – – –
CFA
579
Carroll Financial Associates
North Carolina
$28K – – –
DWA
580
Dougherty Wealth Advisers
Minnesota
$28K – – –
BWM
581
Baystate Wealth Management
Massachusetts
$28K +$419 +6 +2%
MF
582
Manchester Financial
California
$28K +$28K +398 New
ADIM
583
Alpha DNA Investment Management
Maryland
$28K +$28K +408 New
Credit Agricole
584
Credit Agricole
France
$26K – – –
AAM
585
Advisors Asset Management
Colorado
$26K +$26K +383 New
CAL
586
Capital Analysts LLC
Pennsylvania
$25K – – –
PCM
587
Penserra Capital Management
California
$25K +$6.32K +94 +34%
CAGAS
588
Capital Advisory Group Advisory Services
Minnesota
$24K – – –
AWM
589
Avior Wealth Management
Nebraska
$24K +$24K +357 New
CBT
590
CoreFirst Bank & Trust
Kansas
$23K +$23K +337 New
SFA
591
Semmax Financial Advisors
North Carolina
$22K – – –
RIA
592
RPG Investment Advisory
California
$21K – – –
FWM
593
FSA Wealth Management
Massachusetts
$21K +$21K +300 New
AWG
594
Altus Wealth Group
Colorado
$21K +$21K +306 New
LWA
595
Lenox Wealth Advisors
New York
$20K – – –
PFO
596
Pathstone Family Office
New Jersey
$19K – – –
BWM
597
BerganKDV Wealth Management
Minnesota
$17K +$1.15K +17 +7%
FFA
598
Freedman Financial Associates
Massachusetts
$17K +$17K +245 New
Federated Hermes
599
Federated Hermes
Pennsylvania
$16K +$16K +234 New
RCA
600
Ranch Capital Advisors
Florida
$14K – – –
22 23
24
25 26