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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 %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$4.03M 55,231 +3,234 +6%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$4.02M 55,079 +4,744 +9%
WSCM
153
Wellington Shields Capital Management
New York
$4M 54,733 +111 +0.2%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$3.86M 52,900 -68,800 -57%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$3.86M 52,792 -2,333 -4%
SWA
156
SOA Wealth Advisors
New York
$3.84M 52,529 +378 +0.7%
PAG
157
Private Advisor Group
New Jersey
$3.8M 52,015 +4,825 +10%
MPM
158
Meritage Portfolio Management
Kansas
$3.8M 52,013 -176 -0.3%
SEI Investments
159
SEI Investments
Pennsylvania
$3.74M 51,271 +17,278 +51%
PS
160
Pensionfund Sabic
Netherlands
$3.7M 50,704 +27,000 +114%
NL
161
NKCFO LLC
Illinois
$3.68M 50,400 – –
ASRS
162
Arizona State Retirement System
Arizona
$3.65M 49,944 +366 +0.7%
VWM
163
Valley Wealth Managers
New Jersey
$3.64M 49,821 +605 +1%
Mariner
164
Mariner
Kansas
$3.6M 49,218 +36,960 +302%
MML Investors Services
165
MML Investors Services
Massachusetts
$3.59M 49,164 +3,453 +8%
BPA
166
Beacon Pointe Advisors
California
$3.54M 48,424 +19,249 +66%
CS
167
Capital Square
Tennessee
$3.45M 46,583 -1,616 -3%
NC
168
NewSquare Capital
Pennsylvania
$3.32M 45,466 +1,561 +4%
AF
169
Advisornet Financial
Minnesota
$3.31M 45,346 +17,094 +61%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$3.3M 45,201 +1,607 +4%
Russell Investments Group
171
Russell Investments Group
United Kingdom
$3.26M 44,564 +10,721 +32%
HFS
172
Hantz Financial Services
Michigan
$3.25M 44,508 +5,260 +13%
CAM
173
Cozad Asset Management
Illinois
$3.17M 43,378 +170 +0.4%
BG
174
Bahl & Gaynor
Ohio
$3.08M 42,103 -1,067 -2%
CAN
175
Cetera Advisor Networks
California
$3.07M 42,076 +1,468 +4%
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