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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 %
PS
676
Planned Solutions
California
– – -1,622 Closed
IA
677
Inspire Advisors
Idaho
– – -1,224 Closed
RWA
678
Ropes Wealth Advisors
Massachusetts
– – -1,000 Closed
CWM
679
Curi Wealth Management
North Carolina
– – -800 Closed
FCH
680
Freestone Capital Holdings
Washington
– – -787 Closed
SIAG
681
Signet Investment Advisory Group
Rhode Island
– – -750 Closed
BHWM
682
Bay Harbor Wealth Management
Maryland
– – -743 Closed
MCM
683
McMillion Capital Management
North Carolina
– – -653 Closed
SIAG
684
Safeguard Investment Advisory Group
California
– – -563 Closed
HR
685
Howe & Rusling
New York
– – -555 Closed
CL
686
COWA LLC
Oklahoma
– – -500 Closed
HNB
687
Huntington National Bank
Ohio
$0 1 -500 -100%
CB
688
Community Bank
New York
– – -443 Closed
AWG
689
Altus Wealth Group
Colorado
– – -300 Closed
FWM
690
FSA Wealth Management
Massachusetts
– – -294 Closed
PFO
691
Pathstone Family Office
New Jersey
– – -265 Closed
GIA
692
Goodwin Investment Advisory
Georgia
– – -200 Closed
TI
693
tru Independence
Oregon
– – -194 Closed
CCA
694
Childress Capital Advisors
Texas
– – -49 Closed
IA
695
IFS Advisors
Kansas
– – -48 Closed
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
– – -30 Closed
VCG
697
Vantage Consulting Group
Virginia
– – -18 Closed
RPWA
698
Regent Peak Wealth Advisors
Georgia
– – -6 Closed
Group One Trading
699
Group One Trading
Illinois
– – – –
FHA
700
First Horizon Advisors
Tennessee
$0 5 – –
25 26 27
28
29