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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 %
DCM
326
Davis Capital Management
Florida
$509K 8,770 +8,770 New
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$505K 8,693 +763 +10%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$502K 8,645 – –
MSS
329
Mitchell Sinkler & Starr
Pennsylvania
$501K 8,630 +425 +5%
PP
330
Prudential plc
United Kingdom
$500K 8,609 +527 +7%
VFA
331
Voya Financial Advisors
Connecticut
$494K 8,333 -1,461 -15%
RA
332
RFG Advisory
Alabama
$482K 8,296 -927 -10%
FHA
333
Flagship Harbor Advisors
Massachusetts
$480K 8,261 -1,159 -12%
FNBOMD
334
First National Bank of Mount Dora
Florida
$476K 8,200 +2,500 +44%
LA
335
LexAurum Advisors
Kansas
$466K 8,018 -100 -1%
Simplex Trading
336
Simplex Trading
Illinois
$466K 8,033 +8,033 New
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$460K 7,914 -6,688 -46%
Ensign Peak Advisors
338
Ensign Peak Advisors
Utah
$453K 7,801 -1,345 -15%
AI
339
Atria Investments
North Carolina
$446K 7,683 +7,683 New
ACM
340
Ayrshire Capital Management
Connecticut
$442K 7,613 +680 +10%
IWA
341
Independence Wealth Advisors
Virginia
$440K 7,575 -1,859 -20%
WEC
342
Winslow Evans & Crocker
Massachusetts
$434K 7,454 +204 +3%
CC
343
Cedar Capital
Illinois
$431K 7,423 +7,423 New
ACG
344
Allen Capital Group
Nebraska
$425K 7,320 -767 -9%
BAM
345
Belpointe Asset Management
Nevada
$424K 7,306 -922 -11%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$424K 7,333 +1,050 +17%
Rafferty Asset Management
347
Rafferty Asset Management
New York
$422K 7,260 -25,591 -78%
DA
348
Detalus Advisors
Missouri
$417K 7,182 +26 +0.4%
IMRF
349
Illinois Municipal Retirement Fund
Illinois
$411K 7,071 -7,910 -53%
BRWM
350
B. Riley Wealth Management
Tennessee
$409K 7,035 +7,035 New
12 13
14
15 16