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.

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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$328M
2
CIM
Centersquare Investment Management
Pennsylvania
$31.3M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$54M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$171M
5
Millennium Management
Millennium Management
New York
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
151
Rock Point Advisors
Vermont
$2.98M +$49.8K +720 +2%
PI
152
PineBridge Investments
New York
$2.96M -$104K -1,501 -3%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$2.94M -$52.6K -763 -2%
HAG
154
HighPoint Advisor Group
Illinois
$2.92M +$354K +5,258 +14%
GIBU
155
Gulf International Bank (UK)
United Kingdom
$2.85M +$92.6K +1,339 +3%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$2.85M – – –
Creative Planning
157
Creative Planning
Kansas
$2.84M -$35.7K -516 -1%
NFG
158
NewFocus Financial Group
Washington
$2.81M +$31.7K +458 +1%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$2.8M -$543K -7,861 -16%
VWM
160
Valley Wealth Managers
New Jersey
$2.79M +$2.79M +40,421 New
AAS
161
Avantax Advisory Services
Texas
$2.75M -$214K -3,109 -7%
RWM
162
Rench Wealth Management
Texas
$2.71M +$159K +2,302 +6%
MPM
163
Meritage Portfolio Management
Kansas
$2.61M -$57.5K -831 -2%
ECM
164
EII Capital Management
New York
$2.58M +$70.6K +1,021 +3%
SIA
165
SeaBridge Investment Advisors
New Jersey
$2.56M +$2.14K +31 +0.1%
HFS
166
Hantz Financial Services
Michigan
$2.48M -$27.6K -399 -1%
URS
167
Utah Retirement Systems
Utah
$2.46M -$303K -4,378 -11%
MML Investors Services
168
MML Investors Services
Massachusetts
$2.34M -$294K -4,255 -11%
WCG
169
Weaver Consulting Group
California
$2.34M +$28.3K +409 +1%
NAM
170
Nissay Asset Management
Japan
$2.23M -$71.2K -1,030 -3%
UCFA
171
United Capital Financial Advisors
Texas
$2.18M -$277K -4,002 -11%
PDN
172
Pensionfund DSM Netherlands
Netherlands
$2.14M – – –
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$2.07M -$42.8K -619 -2%
VIA
174
Vident Investment Advisory
Georgia
$2.04M -$22.3K -323 -1%
SAM
175
Shell Asset Management
Netherlands
$1.97M -$3.8M -54,951 -66%
5 6
7
8 9