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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JWM
726
Jackson Wealth Management
Florida
– – -5,656 Closed
FBC
727
Fairfield, Bush & Co
Connecticut
– – -5,500 Closed
XT
728
XTX Topco
Cayman Islands
– – -5,220 Closed
SWG
729
Summit Wealth Group
Vermont
– – -4,741 Closed
QSS
730
Quantitative Systematic Strategies
Florida
– – -4,686 Closed
FC
731
FCA Corp
Texas
– – -4,470 Closed
RWM
732
Ritholtz Wealth Management
New York
– – -4,232 Closed
VF
733
Virtu Financial
New York
– – -3,962 Closed
SFA
734
Sequoia Financial Advisors
Ohio
– – -3,674 Closed
PWM
735
Perigon Wealth Management
California
– – -3,206 Closed
CCIA
736
Campbell & Co Investment Adviser
Maryland
– – -3,200 Closed
D.E. Shaw & Co
737
D.E. Shaw & Co
New York
– – -3,190 Closed
UH
738
Unigestion Holding
Switzerland
– – -3,038 Closed
MWM
739
Mission Wealth Management
California
– – -2,849 Closed
SF
740
Synovus Financial
Georgia
– – -2,774 Closed
CGA
741
Crescent Grove Advisors
Illinois
– – -2,690 Closed
CG
742
Cutler Group
California
– – -2,025 Closed
CSPIA
743
Cary Street Partners Investment Advisory
Virginia
– – -1,797 Closed
TCOV
744
Trust Company of Vermont
Vermont
– – -1,575 Closed
SB
745
Strategic Blueprint
Georgia
– – -1,293 Closed
BC
746
Barnett & Company
Tennessee
– – -1,130 Closed
Group One Trading
747
Group One Trading
Illinois
– – -962 Closed
WP
748
WealthShield Partners
North Carolina
– – -728 Closed
CWC
749
Carolinas Wealth Consulting
North Carolina
– – -458 Closed
SWM
750
Selective Wealth Management
Virginia
– – -436 Closed
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