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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
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
251
AQR Capital Management
Connecticut
$1M -$217K -3,306 -18%
SPC
252
Sigma Planning Corp
Michigan
$996K -$537K -8,106 -35%
CAN
253
Cetera Advisor Networks
California
$990K -$199 -3 -0%
OPA
254
Old Port Advisors
Maine
$975K +$28.6K +431 +3%
Principal Financial Group
255
Principal Financial Group
Iowa
$965K -$298K -4,498 -24%
PAMG
256
Patton Albertson Miller Group
Tennessee
$964K -$295K -4,459 -23%
Mariner
257
Mariner
Kansas
$952K -$66.5K -1,004 -7%
DILIC
258
Dai-ichi Life Insurance Company
Japan
$949K -$474K -7,153 -33%
WMSA
259
Weiss Multi-Strategy Advisers
New York
$949K +$949K +14,316 New
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$944K +$586K +8,832 +163%
RIM
261
Redpoint Investment Management
Australia
$934K +$185K +2,796 +25%
Comerica Bank
262
Comerica Bank
Texas
$929K +$10.6K +159 +1%
CSS
263
Cubist Systematic Strategies
Connecticut
$929K +$461K +6,962 +99%
Nordea Investment Management
264
Nordea Investment Management
Sweden
$924K +$433K +6,601 +88%
Thrivent Financial for Lutherans
265
Thrivent Financial for Lutherans
Minnesota
$921K +$386K +5,820 +72%
C1AG
266
Client 1st Advisory Group
Florida
$913K – – –
MIAN
267
Mariner Independent Advisor Network
Kansas
$910K -$76.3K -1,133 -8%
CWG
268
Cornerstone Wealth Group
North Carolina
$892K -$2.19K -33 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
269
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$891K +$891K +13,452 New
AMI
270
Amica Mutual Insurance
Rhode Island
$890K – – –
JWCA
271
J.W. Cole Advisors
Florida
$888K +$888K +13,398 New
IWC
272
Integrated Wealth Concepts
Massachusetts
$876K +$42.2K +637 +5%
PS
273
Pensionfund Sabic
Netherlands
$859K – – –
II
274
IFM Investors
Australia
$855K -$441K -6,649 -34%
AAP
275
Arax Advisory Partners
Colorado
$854K -$481K -7,258 -36%
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