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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 %
American Century Companies
651
American Century Companies
Missouri
– – -74,921 Closed
Point72 Asset Management
652
Point72 Asset Management
Connecticut
– – -53,200 Closed
PI
653
PineBridge Investments
New York
– – -41,864 Closed
SAM
654
Securian Asset Management
Minnesota
– – -24,975 Closed
HCM
655
HGI Capital Management
New York
– – -21,352 Closed
OAM
656
Optimal Asset Management
California
– – -20,332 Closed
AG
657
AIA Group
Hong Kong
– – -16,500 Closed
PI
658
PEAK6 Investments
Illinois
– – -13,595 Closed
N
659
Natixis
France
– – -12,072 Closed
FFN
660
Focus Financial Network
Minnesota
– – -11,604 Closed
BC
661
Bridgefront Capital
Texas
– – -11,228 Closed
JF
662
Jump Financial
Illinois
– – -8,382 Closed
SCCM
663
Schafer Cullen Capital Management
New York
– – -6,885 Closed
OAM
664
Oppenheimer Asset Management
New York
– – -5,099 Closed
KFA
665
Krane Funds Advisors
New York
– – -5,015 Closed
DTL
666
Dynamic Technology Lab
Singapore
– – -4,853 Closed
SS
667
Simplicity Solutions
Minnesota
– – -4,467 Closed
FI
668
FormulaFolio Investments
Michigan
– – -3,821 Closed
PRC
669
Pearl River Capital
Michigan
– – -3,297 Closed
CAG
670
Csenge Advisory Group
Florida
– – -3,218 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
671
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -3,095 Closed
PHIMC
672
Private Harbour Investment Management & Counsel
Ohio
– – -3,050 Closed
DWM
673
Doyle Wealth Management
Florida
– – -2,990 Closed
PWPS
674
Pinnacle Wealth Planning Services
Ohio
– – -2,439 Closed
BCP
675
Blue Chip Partners
Michigan
– – -1,816 Closed
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