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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 %
BFM
401
Boston Financial Management
Massachusetts
$290K 5,000 -545 -10%
1SB
402
1ST Source Bank
Indiana
$290K 5,000 +5,000 New
BFO
403
Boston Family Office
Massachusetts
$285K 4,910 -350 -7%
IAIM
404
International Assets Investment Management
Florida
$284K 4,884 +4,884 New
BCWM
405
Blue Chip Wealth Management
Florida
$283K 4,872 -198 -4%
CCA
406
Conestoga Capital Advisors
Pennsylvania
$282K 4,850 – –
Los Angeles Capital Management
407
Los Angeles Capital Management
California
$280K 4,820 +4,820 New
GAM
408
Garrison Asset Management
Arkansas
$277K 4,763 – –
NA
409
NewEdge Advisors
Louisiana
$277K 4,768 +1,439 +43%
MSFP
410
Mark Sheptoff Financial Planning
Connecticut
$275K 4,733 – –
HDIM
411
Hanson & Doremus Investment Management
Vermont
$274K 4,716 -102 -2%
LWAC
412
Laurel Wealth Advisors (California)
California
$273K 4,696 – –
LFAS
413
Level Four Advisory Services
Texas
$271K 4,675 -2,387 -34%
PWA
414
Physician Wealth Advisors
Utah
$268K 4,531 +210 +5%
CAN
415
Claraphi Advisory Network
United States
$264K 4,538 +327 +8%
FC
416
FCA Corp
Texas
$260K 4,470 – –
AssetMark Inc
417
AssetMark Inc
California
$259K 4,451 +469 +12%
JG
418
Jefferies Group
New York
$258K 4,434 -5,802 -57%
OPERF
419
Oregon Public Employees Retirement Fund
Oregon
$256K 4,405 -39,300 -90%
ECM
420
Evergreen Capital Management
Washington
$256K 4,409 -157 -3%
BBA
421
Braun-Bostich & Associates
Pennsylvania
$255K 4,651 – –
MFG
422
Magnus Financial Group
New York
$254K 4,369 +4,369 New
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$251K 4,325 -6,527 -60%
SW
424
SlateStone Wealth
Florida
$250K 4,300 – –
WS
425
Wedbush Securities
California
$249K 4,280 +167 +4%
15 16
17
18 19