WPC icon

W.P. Carey
WPC

Overview Fund Activity

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M

Top Buyers

1
BlackRock
1
BlackRock
New York
$968M
2
Citadel Advisors
2
Citadel Advisors
Florida
$72.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$407M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
PS
5
Presima Securities
Quebec, Canada
$29.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$328M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$31.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$54M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$171M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
101
Gateway Investment Advisers
Ohio
$6.41M +$14.7K +212 +0.2%
Victory Capital Management
102
Victory Capital Management
Texas
$6.39M +$45.3K +656 +0.7%
GC
103
Guggenheim Capital
Illinois
$6.24M -$1.12M -16,195 -15%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$6.17M -$386K -5,589 -6%
ERSOT
105
Employees Retirement System of Texas
Texas
$5.96M – – –
CFB
106
Cullen/Frost Bankers
Texas
$5.67M +$257K +3,709 +5%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$5.58M +$12.4K +179 +0.2%
EE
108
EWG Elevate
California
$5.58M +$135K +1,956 +2%
MDCM
109
Morgan Dempsey Capital Management
Wisconsin
$5.57M -$1.32M -19,030 -19%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$5.33M +$176K +2,553 +3%
American Century Companies
111
American Century Companies
Missouri
$5.29M -$10.3M -149,160 -66%
APG Asset Management
112
APG Asset Management
Netherlands
$5.24M -$4.63M -81,953 -47%
AAF
113
Andra AP-fonden
Sweden
$5.23M +$198K +2,859 +4%
SEI Investments
114
SEI Investments
Pennsylvania
$5.13M -$1.79M -26,011 -26%
Toronto Dominion Bank
115
Toronto Dominion Bank
Ontario, Canada
$5.08M +$205K +2,972 +4%
IWA
116
Inspirion Wealth Advisors
Illinois
$5.07M -$182K -2,638 -3%
TAIM
117
Te Ahumairangi Investment Management
New Zealand
$4.78M +$1.48M +21,441 +45%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$4.71M +$93.9K +1,358 +2%
CIC
119
Crawford Investment Counsel
Georgia
$4.53M +$1.67M +24,157 +58%
SHA
120
Seneca House Advisors
Virginia
$4.45M +$63.3K +916 +1%
Royal London Asset Management
121
Royal London Asset Management
United Kingdom
$4.32M -$110K -1,589 -2%
KS
122
Karpas Strategies
Connecticut
$4.25M – – –
DILIC
123
Dai-ichi Life Insurance Company
Japan
$4.24M -$3.18M -45,945 -43%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$4.17M +$227K +3,278 +6%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$4.13M +$21.2K +306 +0.5%
3 4
5
6 7