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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.

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 %
BW
201
Bison Wealth
Georgia
$1.81M +$322K +4,640 +22%
AF
202
Advisornet Financial
Minnesota
$1.8M +$249K +3,595 +16%
NL
203
NKCFO LLC
Illinois
$1.78M +$21.2K +306 +1%
VOYA Investment Management
204
VOYA Investment Management
Georgia
$1.78M -$70.5K -1,018 -4%
CA
205
Cetera Advisors
Colorado
$1.77M -$11.3K -163 -0.6%
QC
206
Quadrature Capital
United Kingdom
$1.75M +$514K +7,420 +42%
ProShare Advisors
207
ProShare Advisors
Maryland
$1.73M +$215K +3,103 +14%
VI
208
Vestcor Inc
New Brunswick, Canada
$1.73M +$625K +9,018 +57%
SOAMC
209
Spirit of America Management Corp
New York
$1.72M -$117K -1,685 -6%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$1.7M +$200K +2,875 +13%
WBC
211
Westpac Banking Corp
Australia
$1.69M – – –
CAN
212
Cetera Advisor Networks
California
$1.69M +$776K +11,192 +85%
CCM
213
Community Capital Management
Florida
$1.66M +$478K +6,892 +40%
MC
214
Moors & Cabot
Massachusetts
$1.65M +$1.13M +16,210 +215%
HCA
215
Horan Capital Advisors
Ohio
$1.63M +$58.1K +838 +4%
BPA
216
Beacon Pointe Advisors
California
$1.63M +$260K +3,749 +19%
CRC
217
Curi RMB Capital
Illinois
$1.62M -$76K -1,096 -4%
PS
218
Pensionfund Sabic
Netherlands
$1.59M +$418K +6,027 +36%
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$1.57M +$110K +1,583 +8%
ABC
220
Associated Banc-Corp
Wisconsin
$1.56M +$29.1K +511 +2%
MWNA
221
Marshall Wace North America
New York
$1.55M +$1.55M +22,302 New
Wellington Management Group
222
Wellington Management Group
Massachusetts
$1.55M -$49.8K -718 -3%
MIAN
223
Mariner Independent Advisor Network
Kansas
$1.54M +$189K +2,727 +14%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$1.54M +$85.9K +1,240 +6%
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
$1.52M -$230K -3,321 -13%
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