WPC icon

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 %
BRWM
651
B. Riley Wealth Management
Tennessee
– -$417K -6,532 Closed
KPWS
652
Kestra Private Wealth Services
Texas
– -$355K -5,561 Closed
Squarepoint
653
Squarepoint
New York
– -$352K -5,515 Closed
PFM
654
Patton Fund Management
Texas
– -$310K -4,853 Closed
Allianz Asset Management
655
Allianz Asset Management
Germany
– -$295K -4,620 Closed
E
656
Ergoteles
New York
– -$280K -4,390 Closed
TC
657
TwinBeech Capital
New York
– -$269K -4,216 Closed
Verition Fund Management
658
Verition Fund Management
Connecticut
– -$261K -4,096 Closed
MCM
659
Maple Capital Management
Vermont
– -$280K -4,084 Closed
GT
660
Glenmede Trust
Pennsylvania
– -$254K -4,000 Closed
VF
661
Virtu Financial
New York
– -$251K -3,934 Closed
LWP
662
Legacy Wealth Partners
California
– -$249K -3,906 Closed
Walleye Capital
663
Walleye Capital
New York
– -$247K -3,868 Closed
BBA
664
Braun-Bostich & Associates
Pennsylvania
– -$242K -3,799 Closed
RFC
665
Regions Financial Corp
Alabama
– -$242K -3,798 Closed
MFG
666
Menard Financial Group
Texas
– -$229K -3,595 Closed
MPW
667
MA Private Wealth
California
– -$222K -3,486 Closed
Bank of Nova Scotia
668
Bank of Nova Scotia
Ontario, Canada
– -$218K -3,421 Closed
NP
669
NorthRock Partners
Minnesota
– -$209K -3,281 Closed
OFS
670
OneAscent Financial Services
Alabama
– -$206K -3,224 Closed
MYLI
671
Meiji Yasuda Life Insurance
Japan
– -$204K -3,193 Closed
HB
672
Homrich & Berg
Georgia
– -$202K -3,163 Closed
BCM
673
Brookstone Capital Management
Illinois
– -$200K -3,134 Closed
AII
674
AGF Investments Inc
Ontario, Canada
– -$193K -3,020 Closed
NICM
675
Neo Ivy Capital Management
New York
– -$152K -2,385 Closed
24 25 26
27
28