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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 %
TPCW
626
TD Private Client Wealth
New York
$2.33K -$1.64K -24 -41%
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$2K +$1.85K +24 +1,200%
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +31 New
VCG
629
Vantage Consulting Group
Virginia
$1K +$1K +18 New
AIG
630
American International Group
New York
$281 +$124 +1,790 +79%
MGIM
631
M&G Investment Management
United Kingdom
$218 +$218 +3,139 New
TI
632
tru Independence
Oregon
$14 – – –
BC
633
Brookfield Corp
Ontario, Canada
– -$20M -312,937 Closed
HighTower Advisors
634
HighTower Advisors
Illinois
– -$11.6M -181,124 Closed
Renaissance Technologies
635
Renaissance Technologies
New York
– -$8.03M -125,889 Closed
FM
636
Forward Management
California
– -$2.93M -45,945 Closed
ECM
637
ExodusPoint Capital Management
New York
– -$2.59M -40,576 Closed
Capital Fund Management (CFM)
638
Capital Fund Management (CFM)
France
– -$2.54M -39,865 Closed
DG
639
DigitalBridge Group
Florida
– -$2.38M -37,267 Closed
CC
640
Cipher Capital
New York
– -$1.65M -25,900 Closed
Connor, Clark & Lunn Investment Management (CC&L)
641
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.46M -22,849 Closed
BFM
642
Boothbay Fund Management
New York
– -$1.41M -22,101 Closed
CM
643
Crestline Management
Texas
– -$1.3M -20,420 Closed
MWNA
644
Marshall Wace North America
New York
– -$1.22M -19,153 Closed
CIC
645
Cornercap Investment Counsel
Georgia
– -$1.1M -17,265 Closed
JCIA
646
Jackson Creek Investment Advisors
Colorado
– -$529K -8,289 Closed
EGM
647
Engineers Gate Manager
New York
– -$487K -7,628 Closed
Lido Advisors
648
Lido Advisors
California
– -$488K -7,531 Closed
GCP
649
GSA Capital Partners
United Kingdom
– -$442K -6,933 Closed
GTCM
650
Gyon Technologies Capital Management
New Jersey
– -$424K -6,643 Closed
24 25
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