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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 %
EVM
101
Eaton Vance Management
Massachusetts
$7.8M 111,410 – –
NC
102
Nicholas Company
Wisconsin
$7.67M 105,055 +40 +0%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$7.67M 103,490 +46,686 +82%
AAF
104
Andra AP-fonden
Sweden
$7.61M 104,200 +21,400 +26%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$7.61M 104,151 -1,678 -2%
AF
106
Allworth Financial
California
$7.57M 103,681 +566 +0.5%
FM
107
Forward Management
California
$7.51M 102,800 -10,000 -9%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$7.17M 98,226 +13,094 +15%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$6.92M 94,789 +7,427 +9%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$6.91M 94,602 +20,339 +27%
CFB
111
Cullen/Frost Bankers
Texas
$6.88M 94,035 +4,853 +5%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$6.84M 94,052 +1,203 +1%
SHA
113
Seneca House Advisors
Virginia
$6.72M 91,999 +18,464 +25%
EE
114
EWG Elevate
California
$6.5M 88,939 +5,088 +6%
H
115
HoyleCohen
California
$6.46M 88,386 +44,770 +103%
TD Asset Management
116
TD Asset Management
Ontario, Canada
$6.43M 88,065 +428 +0.5%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$6.43M 88,021 +14,434 +20%
Stifel Financial
118
Stifel Financial
Missouri
$6.36M 87,133 +2,098 +2%
FRAF
119
Första AP-fonden
Sweden
$6.34M 86,800 +31,200 +56%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$6.2M 84,858 +8,469 +11%
TAIM
121
Te Ahumairangi Investment Management
New Zealand
$6.18M 84,552 +16,300 +24%
ERSOT
122
Employees Retirement System of Texas
Texas
$6.17M 84,500 – –
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$6.17M 84,448 -103,458 -55%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$5.83M 79,874 +3,289 +4%
SSWM
125
Sheets Smith Wealth Management
North Carolina
$5.77M 79,043 -200 -0.3%
3 4
5
6 7