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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPLA
626
Joseph P. Lucia & Associates
New York
$7K 100 – –
CFN
627
Cordasco Financial Network
Florida
$7K 95 – –
PO
628
Private Ocean
California
$7K 92 – –
CHA
629
Carmichael Hill & Associates
Maryland
$7K 104 – –
VCM
630
Vigilant Capital Management
Maine
$7K 100 +100 New
Nisa Investment Advisors
631
Nisa Investment Advisors
Missouri
$6.54K 92,363 -2,582 -3%
BCA
632
Berman Capital Advisors
Georgia
$6K 89 -8 -8%
ZB
633
Zions Bancorporation
Utah
$6K 84 – –
ONST
634
Old North State Trust
North Carolina
$6K 90 – –
FA
635
Financial Avengers
California
$5K 68 +1 +1%
BWA
636
BDO Wealth Advisors
Florida
$4K 57 – –
WP
637
WealthShield Partners
North Carolina
$4K 203 +203 New
CHC
638
City Holding Co
West Virginia
$3K 43 – –
OSAM
639
O'Shaughnessy Asset Management
Connecticut
$2K 25 – –
CFO
640
CVA Family Office
Colorado
$2K 25 +25 New
EAM
641
Eukles Asset Management
Ohio
$2K 30 +30 New
VNA
642
Valley National Advisers
Pennsylvania
$1K 18 +18 New
AIG
643
American International Group
New York
$259 3,666 -316 -8%
MGIM
644
M&G Investment Management
United Kingdom
$218 3,074 – –
BBHC
645
Brown Brothers Harriman & Co
New York
$71 1,000 – –
SWM
646
Sugarloaf Wealth Management
Georgia
$8 108 +2 +2%
Cohen & Steers
647
Cohen & Steers
New York
– – -4,643,371 Closed
AGC
648
Alden Global Capital
Florida
– – -316,300 Closed
Mirae Asset Global Investments
649
Mirae Asset Global Investments
South Korea
– – -139,998 Closed
CWM
650
CIBC World Markets
New York
– – -108,648 Closed
24 25
26
27 28