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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.

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
1
BlackRock
New York
$968M
2
Citadel Advisors
2
Citadel Advisors
Florida
$72.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$407M
4
UBS Group
4
UBS Group
Switzerland
$120M
5
PS
5
Presima Securities
Quebec, Canada
$29.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$328M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$31.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$54M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$171M
5
Millennium Management
5
Millennium Management
New York
$19.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.71B 24,234,545 +280,819 +1%
BlackRock
2
BlackRock
New York
$968M 13,717,916 +890,939 +7%
State Street
3
State Street
Massachusetts
$510M 7,125,836 -49,471 -0.7%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$407M 5,762,947 +420,890 +8%
Cohen & Steers
5
Cohen & Steers
New York
$328M 4,643,371 -1,303,335 -22%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$181M 2,564,533 -268,486 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$179M 2,534,114 -129,232 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$175M 2,483,786 -37,779 -1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$171M 2,425,163 -449,190 -16%
Legal & General Group
10
Legal & General Group
United Kingdom
$137M 1,934,425 +52,562 +3%
Northern Trust
11
Northern Trust
Illinois
$130M 1,843,039 +123,245 +7%
Norges Bank
12
Norges Bank
Norway
$123M 1,738,092 -2,271 -0.1%
UBS Group
13
UBS Group
Switzerland
$120M 1,699,382 +407,257 +32%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$99M 1,403,363 -89,577 -6%
UBS AM
15
UBS AM
Illinois
$94.8M 1,342,933 +181,635 +16%
Charles Schwab
16
Charles Schwab
California
$83.6M 1,185,060 +19,076 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$72.5M 1,026,567 +865,182 +536%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$57.6M 816,690 -112,485 -12%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$54M 765,162 -737,644 -49%
Brown Advisory
20
Brown Advisory
Maryland
$53.3M 755,212 +103,365 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$51.8M 734,438 -200,315 -21%
Morgan Stanley
22
Morgan Stanley
New York
$49.1M 695,125 +85,185 +14%
DC
23
Davenport & Co
Virginia
$47.9M 677,994 -980 -0.1%
Swiss National Bank
24
Swiss National Bank
Switzerland
$46.3M 655,947 -15,100 -2%
Bank of America
25
Bank of America
North Carolina
$39.7M 562,970 +33,246 +6%
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