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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$11.4M 160,891 +1,084 +0.7%
Two Sigma Investments
77
Two Sigma Investments
New York
$11.3M 160,171 -314,191 -66%
DC
78
Davenport & Co
Virginia
$10.9M 154,685 -523,309 -77%
Invesco
79
Invesco
Georgia
$10.6M 150,368 +42,171 +39%
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$10.5M 149,009 -57,473 -28%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$10.3M 145,579 -11,874 -8%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$9.84M 139,024 -43,001 -24%
RJA
83
Raymond James & Associates
Florida
$9.46M 133,727 +10,946 +9%
TA
84
TruWealth Advisors
Louisiana
$9.42M 133,137 +5,815 +5%
PCA
85
Private Capital Advisors
Connecticut
$9.41M 133,040 +133,040 New
RJFSA
86
Raymond James Financial Services Advisors
Florida
$9.33M 131,897 -544 -0.4%
AF
87
Allworth Financial
California
$9.01M 127,321 +3,895 +3%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$8.9M 126,149 +118,746 +1,604%
MDCM
89
Morgan Dempsey Capital Management
Wisconsin
$8.38M 118,378 +39,463 +50%
Macquarie Group
90
Macquarie Group
Australia
$8.37M 118,335 +4,841 +4%
Franklin Resources
91
Franklin Resources
California
$8.2M 115,873 -8,087 -7%
EVM
92
Eaton Vance Management
Massachusetts
$7.93M 112,047 – –
CB
93
Commerce Bank
Missouri
$7.79M 110,090 +9,956 +10%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$7.62M 107,628 -23,573 -18%
NC
95
Nicholas Company
Wisconsin
$7.43M 105,015 – –
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$6.93M 97,978 +5,643 +6%
VRS
97
Virginia Retirement Systems
Virginia
$6.89M 97,400 -110,600 -53%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$6.62M 93,563 -98 -0.1%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$6.47M 91,412 -10,108 -10%
CSS
100
Cubist Systematic Strategies
Connecticut
$6.46M 91,299 +71,750 +367%
2 3
4
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