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W.P. Carey
WPC

Overview Fund Activity

609 hedge funds and large institutions have $6.02B invested in W.P. Carey in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 230 increasing their positions, 203 reducing their positions, and 100 closing their positions.

Holders
609
Holders Change
-31
Holders Change %
-4.84%
% of All Funds
13.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
77
Increased
230
Reduced
203
Closed
100
Calls
$15.8M
Puts
$12.2M
Net Calls
+$3.62M
Net Calls Change
+$7.06M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$94.4M
2
ZIM
2
Zacks Investment Management
Illinois
$27.5M
3
American Century Companies
3
American Century Companies
Missouri
$33.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.9M
5
UH
5
Unigestion Holding
Switzerland
$20.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$25M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.45M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$24.2M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$65.8M
5
BlackRock
5
BlackRock
New York
$862M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
226
Wambolt & Associates
Colorado
$1.13M 19,424 -221 -1%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$1.12M 19,299 -2,032 -10%
ECM
228
ExodusPoint Capital Management
New York
$1.1M 18,925 +18,925 New
BCIM
229
British Columbia Investment Management
British Columbia, Canada
$1.1M 18,847 -21,397 -53%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$1.1M 18,859 -2,253 -11%
Principal Financial Group
231
Principal Financial Group
Iowa
$1.08M 18,666 +7,113 +62%
PAMG
232
Patton Albertson Miller Group
Tennessee
$1.08M 18,619 -1,171 -6%
BW
233
Bison Wealth
Georgia
$1.07M 18,490 -4,261 -19%
TYCC
234
Texas Yale Capital Corp
Florida
$1.07M 18,387 -287 -2%
PP
235
Paloma Partners
Connecticut
$1.07M 18,384 +18,384 New
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$1.07M 18,384 -1 -0%
AQR Capital Management
237
AQR Capital Management
Connecticut
$1.06M 18,173 -18,168 -50%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$1.05M 18,078 +10,430 +136%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$1.05M 18,047 +21 +0.1%
B
240
BP
United Kingdom
$1.05M 18,000 +18,000 New
JCM
241
Jag Capital Management
Missouri
$1.04M 17,923 -4,799 -21%
SIM
242
Sonora Investment Management
Arizona
$1.02M 17,473 +17,473 New
BWA
243
Beam Wealth Advisors
Louisiana
$1.01M 17,300 +548 +3%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$968K 16,662 -1,702 -9%
JPMPWA
245
J.P. Morgan Private Wealth Advisors
California
$962K 16,560 +6,513 +65%
WG
246
Winton Group
United Kingdom
$936K 16,124 -30,635 -66%
CAG
247
Crestwood Advisors Group
Massachusetts
$921K 15,865 -50 -0.3%
ASN
248
Advisory Services Network
Georgia
$910K 15,664 -9,256 -37%
HF
249
HRT Financial
New York
$896K 15,436 +15,436 New
QIM
250
Quantitative Investment Management
Virginia
$892K 15,359 +15,359 New
8 9
10
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