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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$326M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M
3
CIM
Centersquare Investment Management
Pennsylvania
+$115M
4
State Street
State Street
Massachusetts
+$68.6M
5
Charles Schwab
Charles Schwab
California
+$48.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$67.8M
3
American Century Companies
American Century Companies
Missouri
-$30.1M
4
PI
PGGM Investments
Netherlands
-$25.6M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
226
Texas Yale Capital Corp
Florida
$1.26M +$19.9K +300 +2%
BW
227
Bison Wealth
Georgia
$1.25M – – –
BWA
228
Beam Wealth Advisors
Louisiana
$1.25M +$80K +1,210 +7%
Marshall Wace
229
Marshall Wace
United Kingdom
$1.25M +$1.12M +16,909 +877%
CAM
230
Columbia Asset Management
Michigan
$1.24M -$158K -2,384 -11%
AIM
231
Achmea Investment Management
Netherlands
$1.23M -$653K -9,853 -35%
VIA
232
Vident Investment Advisory
Georgia
$1.22M -$126K -1,895 -9%
B
233
BP
United Kingdom
$1.22M – – –
JCM
234
Jag Capital Management
Missouri
$1.21M +$663 +10 +0.1%
Stifel Financial
235
Stifel Financial
Missouri
$1.21M -$414K -6,249 -26%
SA
236
Silversage Advisors
California
$1.2M +$825 +10 +0.1%
SI
237
Stephens Inc
Arkansas
$1.17M -$206K -3,116 -15%
AFA
238
Atlanta Financial Associates
Georgia
$1.15M -$677K -10,214 -37%
TPA
239
Trivium Point Advisory
Connecticut
$1.14M -$240K -3,635 -17%
RFWA
240
RPg Family Wealth Advisory
Massachusetts
$1.13M -$281K -4,180 -20%
FCA
241
FLC Capital Advisors
California
$1.13M +$34.7K +524 +3%
SIM
242
Sonora Investment Management
Arizona
$1.12M -$64.6K -975 -5%
Simplex Trading
243
Simplex Trading
Illinois
$1.11M +$562K +8,485 +103%
APW
244
Aurora Private Wealth
New Jersey
$1.1M -$590K -8,902 -35%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$1.1M -$1.93M -29,158 -64%
VCM
246
Virtue Capital Management
Tennessee
$1.08M +$1.08M +16,264 New
MWM
247
Mission Wealth Management
California
$1.03M – – –
GAM
248
Griffin Asset Management
New York
$1.03M +$7.49K +113 +0.7%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$1.03M +$68.1K +1,027 +7%
DG
250
DigitalBridge Group
Florida
$1.02M +$338K +5,105 +50%
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