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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
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 Market Value Shares Shares
Change 		Shares
Change %
SF
376
Synovus Financial
Georgia
$336K 6,006 +3,322 +124%
CCM
377
Covington Capital Management
California
$334K 5,871 – –
GC
378
Gratus Capital
Georgia
$334K 5,868 +5,868 New
XM
379
XTX Markets
New York
$333K 5,855 +5,855 New
Axa
380
Axa
France
$327K 5,740 -274 -5%
VI
381
Vestcor Inc
New Brunswick, Canada
$326K 5,738 -32,853 -85%
FBC
382
Fairfield, Bush & Co
Connecticut
$319K 5,616 – –
VBFG
383
Vishria Bird Financial Group
Tennessee
$317K 5,576 – –
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$314K 5,513 +654 +13%
BCM
385
BTC Capital Management
Iowa
$313K 5,492 +5,492 New
Fisher Asset Management
386
Fisher Asset Management
Washington
$310K 5,444 -614 -10%
SWG
387
Summit Wealth Group
Vermont
$310K 5,452 – –
Mirae Asset Global Investments
388
Mirae Asset Global Investments
South Korea
$308K 5,405 -7,122 -57%
AIC
389
Archer Investment Corporation
Indiana
$308K 5,411 +1,123 +26%
CPA
390
Capital Planning Advisors
California
$306K 5,380 – –
NFG
391
Next Financial Group
Texas
$302K 5,313 -1,544 -23%
LMAM
392
Legg Mason Asset Management
Japan
$298K 5,234 +579 +12%
RFM
393
Royal Fund Management
Florida
$296K 5,211 -87 -2%
DDC
394
DF Dent & Co
Maryland
$296K 5,202 – –
Qube Research & Technologies (QRT)
395
Qube Research & Technologies (QRT)
United Kingdom
$296K 5,197 +1,697 +48%
MAFM
396
Mid Atlantic Financial Management
Pennsylvania
$295K 5,185 -107 -2%
WAM
397
World Asset Management
Michigan
$295K 5,186 -45 -0.9%
PCA
398
Personal Capital Advisors
California
$295K 5,186 -1 -0%
KWM
399
Kingsview Wealth Management
Oregon
$294K 5,169 +314 +6%
AAM
400
Advisors Asset Management
Colorado
$293K 5,149 -3,131 -38%
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16
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