WPC icon

W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
701
Sowell Financial Services
Arkansas
– – -10,965 Closed
VFA
702
Voya Financial Advisors
Connecticut
– – -9,594 Closed
YIH
703
Y-Intercept (HK)
Hong Kong
– – -8,391 Closed
QT
704
Quantbot Technologies
New York
– – -7,280 Closed
GCP
705
GSA Capital Partners
United Kingdom
– – -6,505 Closed
LHC
706
Little House Capital
Massachusetts
– – -6,430 Closed
WAM
707
Weiss Asset Management
Massachusetts
– – -6,332 Closed
MSL
708
Mackay Shields LLC
New York
– – -4,899 Closed
TSS
709
Two Sigma Securities
New York
– – -4,344 Closed
EOJOAM
710
E. Ohman J:or Asset Management
Sweden
– – -4,000 Closed
TFA
711
TPG Financial Advisors
Oregon
– – -3,907 Closed
CWM
712
Campbell Wealth Management
Virginia
– – -3,654 Closed
RBCM
713
Raub Brock Capital Management
California
– – -3,640 Closed
PCM
714
Poehling Capital Management
Wisconsin
– – -3,285 Closed
LFAS
715
Level Four Advisory Services
Texas
– – -3,194 Closed
MGIM
716
M&G Investment Management
United Kingdom
– – -3,074 Closed
BWM
717
BCS Wealth Management
Tennessee
– – -3,040 Closed
VA
718
Valmark Advisers
Ohio
– – -2,942 Closed
ARMT
719
Amica Retiree Medical Trust
Rhode Island
– – -2,726 Closed
Acadian Asset Management
720
Acadian Asset Management
Massachusetts
– – -2,106 Closed
CCA
721
Column Capital Advisors
Indiana
– – -1,118 Closed
RWB
722
RMR Wealth Builders
New Jersey
– – -1,062 Closed
NIM
723
NuWave Investment Management
New Jersey
– – -1,022 Closed
APWM
724
Atlas Private Wealth Management
New York
– – -920 Closed
MWP
725
Meridian Wealth Partners
Pennsylvania
– – -652 Closed
26 27 28
29
30