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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.

New
Increased
Maintained
Reduced
Closed
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
NIPH
4
NN Investment Partners Holdings
Netherlands
$17.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$59.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
LWP
351
Legacy Wealth Partners
California
$407K – – –
CMANY
352
Capital Management Associates (New York)
New York
$407K +$407K +7,147 New
CFG
353
Cooper Financial Group
California
$405K +$67K +1,177 +20%
SCCM
354
Schafer Cullen Capital Management
New York
$405K +$80.8K +1,419 +25%
APW
355
Austin Private Wealth
Texas
$404K -$41.4K -728 -9%
CSS
356
Cubist Systematic Strategies
Connecticut
$402K -$2.04M -35,841 -84%
GIA
357
Guyasuta Investment Advisors
Pennsylvania
$400K +$138K +2,430 +53%
SBIA
358
Sheaff Brock Investment Advisors
Indiana
$397K -$21.6K -379 -5%
GT
359
Glenmede Trust
Pennsylvania
$393K – – –
MCP
360
Mirador Capital Partners
California
$393K +$20.6K +356 +6%
PTC
361
Philadelphia Trust Company
Pennsylvania
$378K – – –
TCWM
362
Total Clarity Wealth Management
Illinois
$366K -$6.15K -108 -2%
KM
363
Kalos Management
Georgia
$365K +$365K +6,042 New
MYAM
364
Meiji Yasuda Asset Management
Japan
$362K -$478K -8,413 -57%
RJT
365
Raymond James Trust
Florida
$356K -$16K -281 -4%
PTC
366
Private Trust Company
Ohio
$353K -$7.05K -124 -2%
CIAS
367
Capital Investment Advisory Services
North Carolina
$352K +$16.5K +291 +5%
BSW
368
Buckingham Strategic Wealth
Missouri
$350K +$341 +6 +0.1%
JWM
369
Jackson Wealth Management
Florida
$350K +$350K +5,775 New
DMK
370
David M. Knott
$348K – – –
HHRDM
371
H&H Retirement Design & Management
Nevada
$346K +$346K +6,088 New
IRF
372
IBM Retirement Fund
New York
$343K +$86.7K +1,523 +34%
RCM
373
RB Capital Management
Nevada
$341K +$176K +3,284 +106%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$339K +$22.5K +395 +7%
KCM
375
Kathmere Capital Management
Pennsylvania
$337K -$186K -3,275 -36%
13 14
15
16 17