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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.5M 75,253 +25,253 +51%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$5.46M 73,771 -1,718 -2%
DILIC
128
Dai-ichi Life Insurance Company
Japan
$5.31M 72,705 +8,677 +14%
First Trust Advisors
129
First Trust Advisors
Illinois
$5.29M 72,374 -6,649 -8%
RPA
130
Rock Point Advisors
Vermont
$5.24M 71,782 -1,787 -2%
S
131
Surevest
California
$5.08M 69,516 +8,498 +14%
IWA
132
Inspirion Wealth Advisors
Illinois
$5.07M 69,472 -107 -0.2%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$5.07M 69,442 -1,750 -2%
VanEck Associates
134
VanEck Associates
New York
$5.02M 68,788 +20,127 +41%
Two Sigma Investments
135
Two Sigma Investments
New York
$5.02M 68,708 -78,214 -53%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$5.01M 68,583 +4,559 +7%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$4.73M 64,761 – –
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$4.67M 63,985 +2,504 +4%
Hudson Bay Capital Management
139
Hudson Bay Capital Management
Connecticut
$4.59M 62,842 +62,842 New
GC
140
Guggenheim Capital
Illinois
$4.58M 62,713 -2,120 -3%
Citadel Advisors
141
Citadel Advisors
Florida
$4.57M 62,604 +44,395 +244%
KS
142
Karpas Strategies
Connecticut
$4.53M 57,825 – –
William Blair & Company
143
William Blair & Company
Illinois
$4.52M 61,939 +1,278 +2%
HCM
144
HGI Capital Management
New York
$4.51M 61,700 +61,700 New
GIA
145
Gateway Investment Advisers
Ohio
$4.45M 60,965 -29,199 -32%
PDN
146
Pensionfund DSM Netherlands
Netherlands
$4.37M 59,800 +2,000 +3%
MA
147
Mutual Advisors
Nebraska
$4.35M 59,521 +4,456 +8%
DFG
148
Demars Financial Group
Washington
$4.33M 59,306 +53,258 +881%
Bessemer Group
149
Bessemer Group
New Jersey
$4.13M 56,587 +3,940 +7%
Aviva
150
Aviva
United Kingdom
$4.06M 55,546 -824 -1%
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