WPC icon

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 %
FM
151
Forward Management
California
$3.18M 45,000 +45,000 New
CAM
152
Cozad Asset Management
Illinois
$3.15M 44,499 +1,724 +4%
Bessemer Group
153
Bessemer Group
New Jersey
$3.11M 44,000 – –
BG
154
Bahl & Gaynor
Ohio
$3.07M 43,420 -300 -0.7%
H
155
HoyleCohen
California
$3.07M 43,354 -303 -0.7%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$3.05M 43,054 -429 -1%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$3M 42,331 +16,498 +64%
Handelsbanken Fonder
158
Handelsbanken Fonder
Sweden
$2.99M 42,207 +1,900 +5%
EWA
159
EP Wealth Advisors
California
$2.96M 41,811 +41,811 New
HAG
160
HighPoint Advisor Group
Illinois
$2.95M 41,810 -695 -2%
AAS
161
Avantax Advisory Services
Texas
$2.87M 40,687 +1,660 +4%
Creative Planning
162
Creative Planning
Kansas
$2.86M 40,369 +193 +0.5%
EAM
163
Evanson Asset Management
California
$2.8M 39,597 +35,489 +864%
RWM
164
Rench Wealth Management
Texas
$2.8M 39,499 +1,089 +3%
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$2.79M 38,967 -2,725 -7%
SIA
166
SeaBridge Investment Advisors
New Jersey
$2.69M 37,962 +1,744 +5%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$2.58M 36,505 -63,119 -63%
HFS
168
Hantz Financial Services
Michigan
$2.54M 35,895 +710 +2%
MHS
169
M Holdings Securities
Oregon
$2.53M 35,695 +35,695 New
PP
170
Paloma Partners
Connecticut
$2.52M 35,663 +27,663 +346%
MML Investors Services
171
MML Investors Services
Massachusetts
$2.52M 35,648 +2,466 +7%
Victory Capital Management
172
Victory Capital Management
Texas
$2.52M 35,537 -54,989 -61%
CNFG
173
Creegan & Nassoura Financial Group
New Hampshire
$2.5M 35,260 +35,260 New
ECM
174
EII Capital Management
New York
$2.49M 35,129 -1,394 -4%
EM
175
Excalibur Management
Massachusetts
$2.47M 34,931 +8,662 +33%
5 6
7
8 9