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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 Market Value Shares Shares
Change 		Shares
Change %
PAG
126
Private Advisor Group
New Jersey
$4.1M 59,362 -2,430 -4%
AG
127
Aperio Group
California
$4.08M 59,010 +3,503 +6%
William Blair & Company
128
William Blair & Company
Illinois
$4.04M 58,498 +87 +0.1%
SWA
129
SOA Wealth Advisors
New York
$4.04M 59,900 +59,900 New
Aviva
130
Aviva
United Kingdom
$4M 57,820 +1,302 +2%
APA
131
Allegiant Private Advisors
Florida
$3.84M 55,604 +55,604 New
ETC
132
Exchange Traded Concepts
Oklahoma
$3.83M 55,393 +3,035 +6%
WSCM
133
Wellington Shields Capital Management
New York
$3.8M 54,940 -4,149 -7%
Point72 Asset Management
134
Point72 Asset Management
Connecticut
$3.76M 54,317 +54,317 New
FRAF
135
Första AP-fonden
Sweden
$3.64M 52,684 +14,703 +39%
ASRS
136
Arizona State Retirement System
Arizona
$3.52M 50,915 -2,645 -5%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$3.51M 50,757 +866 +2%
CS
138
Capital Square
Tennessee
$3.48M 50,338 -1,385 -3%
MA
139
Mutual Advisors
Nebraska
$3.41M 49,391 -577 -1%
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$3.4M 49,136 +6,884 +16%
DCM
141
Dupont Capital Management
Delaware
$3.35M 48,476 +8,499 +21%
PI
142
PGGM Investments
Netherlands
$3.33M 48,187 – –
Aberdeen Group
143
Aberdeen Group
United Kingdom
$3.27M 47,270 +5,749 +14%
FAF
144
Fjarde Ap-fonden
Sweden
$3.12M 45,167 -14,294 -24%
Bessemer Group
145
Bessemer Group
New Jersey
$3.11M 44,924 – –
BG
146
Bahl & Gaynor
Ohio
$3.09M 44,638 -1,031 -2%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$3.08M 44,603 +32,041 +255%
H
148
HoyleCohen
California
$3.08M 44,574 +44,574 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$3.07M 44,396 -784 -2%
CAM
150
Cozad Asset Management
Illinois
$3.02M 43,673 -2,813 -6%
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6
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