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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
+$118M
3
CIM
Centersquare Investment Management
Pennsylvania
+$115M
4
State Street
State Street
Massachusetts
+$68.6M
5
Charles Schwab
Charles Schwab
California
+$48.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$67.8M
3
American Century Companies
American Century Companies
Missouri
-$30.1M
4
PI
PGGM Investments
Netherlands
-$25.6M
5
UBS AM
UBS AM
Illinois
-$24.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
376
Teacher Retirement System of Texas
Texas
$382K -$529K -7,992 -58%
DDC
377
DF Dent & Co
Maryland
$381K +$35.9K +541 +10%
BCM
378
BTC Capital Management
Iowa
$380K +$18.2K +276 +5%
AssetMark Inc
379
AssetMark Inc
California
$380K +$79.3K +1,198 +26%
AWA
380
Arete Wealth Advisors
Illinois
$379K +$379K +5,724 New
BSW
381
Buckingham Strategic Wealth
Missouri
$377K -$31.6K -476 -8%
FBC
382
Fairfield, Bush & Co
Connecticut
$372K – – –
VBFG
383
Vishria Bird Financial Group
Tennessee
$369K – – –
MCP
384
Mirador Capital Partners
California
$368K -$82.6K -1,245 -18%
RFM
385
Royal Fund Management
Florida
$366K +$20.9K +316 +6%
SWG
386
Summit Wealth Group
Vermont
$361K – – –
CPA
387
Capital Planning Advisors
California
$356K – – –
SS
388
Simplicity Solutions
Minnesota
$354K -$537K -8,104 -60%
NFG
389
Next Financial Group
Texas
$352K -$199 -3 -0.1%
LWP
390
Legacy Wealth Partners
California
$349K -$125K -1,881 -26%
WAM
391
World Asset Management
Michigan
$346K +$2.85K +43 +0.8%
PWA
392
Physician Wealth Advisors
Utah
$346K +$14.6K +204 +4%
BRWM
393
B. Riley Wealth Management
Tennessee
$344K -$131K -1,982 -28%
Parallax Volatility Advisers
394
Parallax Volatility Advisers
California
$342K +$342K +5,168 New
1SB
395
1ST Source Bank
Indiana
$338K – – –
BFM
396
Boston Financial Management
Massachusetts
$338K – – –
Tudor Investment Corp
397
Tudor Investment Corp
Connecticut
$338K +$338K +5,105 New
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$336K -$58.6K -885 -15%
IA
399
IFP Advisors
Florida
$333K -$311K -4,766 -48%
BCWM
400
Blue Chip Wealth Management
Florida
$330K +$66 +1 +0%
14 15
16
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