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W.P. Carey
WPC

Overview Fund Activity

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$108M
2
BlackRock
BlackRock
New York
$1.16B
3
State Street
State Street
Massachusetts
$679M
4
Renaissance Technologies
Renaissance Technologies
New York
$26.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$87.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
RGREA
Ranger Global Real Estate Advisors
Colorado
$52.1M
3
AAMU
APG Asset Management US
New York
$114M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$33.3M
5
Blackstone Inc
Blackstone Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
576
Prism Advisors
California
$229K – – –
HI
577
Harbour Investments
Wisconsin
$228K -$887K -11,054 -80%
HL
578
HeadInvest LLC
Maine
$227K -$138K -1,715 -38%
TC
579
Touchstone Capital
Pennsylvania
$227K – – –
VHAM
580
Van Hulzen Asset Management
California
$226K -$65.6K -817 -23%
MPM
581
MBB Public Markets
Illinois
$226K +$226K +2,811 New
CSPAM
582
Cary Street Partners Asset Management
Virginia
$226K +$226K +2,817 New
BWM
583
BCS Wealth Management
Tennessee
$225K – – –
AAS
584
Annex Advisory Services
Wisconsin
$224K +$224K +2,790 New
SCM
585
Schnieders Capital Management
California
$222K +$222K +2,764 New
CIC
586
Chase Investment Counsel
Virginia
$220K +$220K +2,750 New
VA
587
Valmark Advisers
Ohio
$219K +$219K +2,729 New
FPS
588
Fieldpoint Private Securities
Connecticut
$218K – – –
GCM
589
Gator Capital Management
Florida
$218K +$218K +2,716 New
CAGAS
590
Capital Advisory Group Advisory Services
Minnesota
$216K +$188K +2,333 +659%
APP
591
Avantax Planning Partners
Iowa
$215K +$215K +2,680 New
TC
592
Telemus Capital
Michigan
$211K +$211K +2,622 New
PAG
593
Private Advisory Group
Washington
$210K +$210K +2,608 New
FPAS
594
Focus Partners Advisor Solutions
Missouri
$209K +$209K +2,592 New
RC
595
RegentAtlantic Capital
New Jersey
$208K -$162K -2,021 -44%
PWPS
596
Pinnacle Wealth Planning Services
Ohio
$206K +$206K +2,562 New
JF
597
JSF Financial
California
$205K +$205K +2,550 New
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
$205K +$205K +2,553 New
AAM
599
Ameraudi Asset Management
New York
$205K +$205K +2,553 New
DSN
600
D. Scott Neal
Kentucky
$204K +$204K +2,542 New
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