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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 %
MWM
251
Mission Wealth Management
California
$888K 15,282 -8,340 -35%
DekaBank Deutsche Girozentrale
252
DekaBank Deutsche Girozentrale
Germany
$885K 15,046 +3,177 +27%
FCA
253
FLC Capital Advisors
California
$884K 16,206 +3,297 +26%
GAM
254
Griffin Asset Management
New York
$875K 15,070 +444 +3%
Mariner
255
Mariner
Kansas
$875K 15,057 +1,322 +10%
CAN
256
Cetera Advisor Networks
California
$850K 14,640 -864 -6%
OSIA
257
O'Shares Investment Advisers
Massachusetts
$837K 14,409 -13 -0.1%
Wellington Management Group
258
Wellington Management Group
Massachusetts
$832K 14,323 +5,355 +60%
AWM
259
Adams Wealth Management
Utah
$830K 14,289 -1,837 -11%
SA
260
Silversage Advisors
California
$826K 14,226 -10 -0.1%
Baird Financial Group
261
Baird Financial Group
Wisconsin
$823K 14,173 -456 -3%
OPA
262
Old Port Advisors
Maine
$813K 13,992 +1,713 +14%
MIAN
263
Mariner Independent Advisor Network
Kansas
$798K 14,351 -1,782 -11%
Comerica Bank
264
Comerica Bank
Texas
$790K 13,451 +470 +4%
C1AG
265
Client 1st Advisory Group
Florida
$786K 13,527 +1,979 +17%
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$783K 13,482 -27,896 -67%
OMC
267
Old Mission Capital
Illinois
$774K 13,319 +13,319 New
CWG
268
Cornerstone Wealth Group
North Carolina
$768K 13,224 -1,074 -8%
MWNA
269
Marshall Wace North America
New York
$768K 13,228 +13,228 New
AMI
270
Amica Mutual Insurance
Rhode Island
$765K 13,163 – –
SS
271
Simplicity Solutions
Minnesota
$765K 13,173 +4,134 +46%
IWM
272
IHT Wealth Management
Illinois
$760K 13,078 -14,739 -53%
AC
273
Allstate Corporation
Illinois
$752K 12,952 +12,952 New
MCCP
274
Mission Creek Capital Partners
California
$747K 12,863 +7 +0.1%
SSA
275
Schonfeld Strategic Advisors
New York
$744K 12,807 +12,807 New
9 10
11
12 13