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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 %
Wellington Management Group
201
Wellington Management Group
Massachusetts
$1.59M +$1.59M +23,014 New
HCA
202
Horan Capital Advisors
Ohio
$1.57M +$34.1K +493 +2%
AF
203
Advisornet Financial
Minnesota
$1.55M +$290K +4,199 +23%
ProShare Advisors
204
ProShare Advisors
Maryland
$1.51M -$7.12K -103 -0.5%
HCM
205
HGI Capital Management
New York
$1.51M -$7.15M -103,427 -83%
CWP
206
Concord Wealth Partners
Virginia
$1.5M +$1.5M +21,643 New
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$1.49M – – –
BW
208
Bison Wealth
Georgia
$1.49M +$161K +2,335 +12%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
SMDAM
210
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$15K +217 +1%
QIM
211
Quantitative Investment Management
Virginia
$1.46M +$1.46M +21,063 New
JPMPWA
212
J.P. Morgan Private Wealth Advisors
California
$1.45M -$276K -3,998 -16%
Simplex Trading
213
Simplex Trading
Illinois
$1.44M +$1.44M +20,803 New
OAM
214
Optimal Asset Management
California
$1.44M -$1.43M -20,745 -50%
VWA
215
V Wealth Advisors
Kansas
$1.41M +$1.41M +20,364 New
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$1.41M -$3.29M -50,551 -70%
RFWA
217
RPg Family Wealth Advisory
Massachusetts
$1.39M +$90.2K +1,286 +7%
JCM
218
Jag Capital Management
Missouri
$1.39M -$59.7K -864 -4%
WAP
219
Wealthcare Advisory Partners
Pennsylvania
$1.38M -$9.05K -131 -0.7%
BA
220
Bennicas & Associates
California
$1.38M – – –
CSS
221
Cubist Systematic Strategies
Connecticut
$1.38M -$938K -13,569 -40%
M&T Bank
222
M&T Bank
New York
$1.37M -$204K -2,953 -13%
Prudential Financial
223
Prudential Financial
New Jersey
$1.37M -$853K -12,337 -38%
BPA
224
Beacon Pointe Advisors
California
$1.37M +$1.07M +15,455 +360%
FPW
225
Flagship Private Wealth
Massachusetts
$1.36M +$1.36M +20,812 New
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9
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