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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 %
GIA
101
Gateway Investment Advisers
Ohio
$6.4M 90,384 -360 -0.4%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$6.36M 89,934 -2,112 -2%
ETC
103
Exchange Traded Concepts
Oklahoma
$6.16M 87,028 +32,774 +60%
CFB
104
Cullen/Frost Bankers
Texas
$6.12M 86,354 +6,040 +8%
PAMU
105
Pictet Asset Management (UK)
United Kingdom
$6.09M 86,095 -4,700 -5%
ERSOT
106
Employees Retirement System of Texas
Texas
$5.98M 84,500 – –
Skandinaviska Enskilda Banken (SEB)
107
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.91M 83,456 -69,477 -45%
EE
108
EWG Elevate
California
$5.79M 81,836 +2,823 +4%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$5.79M 81,781 -45,485 -36%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$5.67M 80,087 +4,558 +6%
SSWM
111
Sheets Smith Wealth Management
North Carolina
$5.59M 79,043 – –
KBC Group
112
KBC Group
Belgium
$5.54M 78,304 +52,474 +203%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$5.37M 75,815 -11,661 -13%
AAF
114
Andra AP-fonden
Sweden
$5.32M 75,200 +1,100 +1%
RPA
115
Rock Point Advisors
Vermont
$5.2M 73,504 +31,270 +74%
FRAF
116
Första AP-fonden
Sweden
$5.04M 71,200 +19,600 +38%
IWA
117
Inspirion Wealth Advisors
Illinois
$5.01M 70,866 -986 -1%
SHA
118
Seneca House Advisors
Virginia
$4.88M 68,983 +5,957 +9%
TAIM
119
Te Ahumairangi Investment Management
New Zealand
$4.79M 67,752 – –
SOADOR
120
State of Alaska Department of Revenue
Alaska
$4.79M 67,712 +17,999 +36%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$4.71M 66,494 -220 -0.3%
Royal London Asset Management
122
Royal London Asset Management
United Kingdom
$4.58M 64,761 +3,514 +6%
GC
123
Guggenheim Capital
Illinois
$4.57M 64,578 -23,888 -27%
DILIC
124
Dai-ichi Life Insurance Company
Japan
$4.53M 64,028 +4,000 +7%
William Blair & Company
125
William Blair & Company
Illinois
$4.31M 60,956 +3,661 +6%
3 4
5
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