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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
176
Russell Investments Group
United Kingdom
$2.44M +$678K +9,803 +39%
WCG
177
Weaver Consulting Group
California
$2.42M +$78.3K +1,130 +3%
GIBU
178
Gulf International Bank (UK)
United Kingdom
$2.41M -$443K -6,390 -15%
MPM
179
Meritage Portfolio Management
Kansas
$2.41M -$207K -2,986 -8%
TRCT
180
Tower Research Capital (TRC)
New York
$2.36M +$1.22M +17,651 +107%
URS
181
Utah Retirement Systems
Utah
$2.36M -$106K -1,531 -4%
NAM
182
Nissay Asset Management
Japan
$2.27M +$36.1K +521 +2%
ECM
183
ExodusPoint Capital Management
New York
$2.26M +$2.26M +32,595 New
SEI Investments
184
SEI Investments
Pennsylvania
$2.25M -$2.86M -41,674 -56%
VLKIM
185
Van Lanschot Kempen Investment Management
Netherlands
$2.15M +$2.15M +30,998 New
UCFA
186
United Capital Financial Advisors
Texas
$2.12M -$62.6K -904 -3%
VFG
187
V2 Financial group
Illinois
$2.05M +$1.44M +20,840 +238%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.03M -$43.1K -622 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
189
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.99M +$94.8K +1,368 +5%
DnB Asset Management
190
DnB Asset Management
Norway
$1.98M +$110K +1,593 +6%
US Bancorp
191
US Bancorp
Minnesota
$1.97M +$26.1K +376 +1%
VanEck Associates
192
VanEck Associates
New York
$1.95M -$27.2K -393 -1%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$1.94M +$229K +3,311 +13%
Squarepoint
194
Squarepoint
New York
$1.91M +$1.91M +27,505 New
TA
195
TFG Advisers
Michigan
$1.9M -$68.5K -989 -3%
GCA
196
Gradient Capital Advisors
California
$1.9M +$416 +6 +0%
BRWA
197
B. Riley Wealth Advisors
Florida
$1.89M +$828K +11,941 +78%
XF
198
XML Financial
Maryland
$1.89M +$246K +3,545 +15%
PI
199
PGGM Investments
Netherlands
$1.88M -$1.46M -21,092 -44%
CTA
200
Colonial Trust Advisors
South Carolina
$1.83M +$1.83M +26,388 New
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8
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