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W.P. Carey
WPC

Overview Fund Activity

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$184M
2
Cohen & Steers
Cohen & Steers
New York
+$73.3M
3
Two Sigma Investments
Two Sigma Investments
New York
+$23.4M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$14M
5
Citigroup
Citigroup
New York
+$12.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$78.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$55.8M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$51.3M
4
First Trust Advisors
First Trust Advisors
Illinois
-$43.9M
5
CIM
Centersquare Investment Management
Pennsylvania
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$299K -$24.8K -388 -8%
CWM
402
Campbell Wealth Management
Virginia
$298K -$71.7K -1,123 -19%
LFAS
403
Level Four Advisory Services
Texas
$297K +$32.2K +505 +12%
BAS
404
Brown Advisory Securities
Maryland
$296K +$16.7K +261 +6%
Allianz Asset Management
405
Allianz Asset Management
Germany
$295K -$273K -4,280 -48%
Wolverine Trading
406
Wolverine Trading
Illinois
$291K -$999K -15,639 -77%
FC
407
FCA Corp
Texas
$291K – – –
MSFP
408
Mark Sheptoff Financial Planning
Connecticut
$284K -$10.7K -168 -4%
MCM
409
Maple Capital Management
Vermont
$280K -$52.5K -766 -16%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$280K +$13.3K +209 +5%
E
411
Ergoteles
New York
$280K +$280K +4,390 New
PCM
412
Parsons Capital Management
Rhode Island
$277K – – –
GAM
413
Garrison Asset Management
Arkansas
$275K – – –
Lazard Asset Management
414
Lazard Asset Management
New York
$274K +$41.1K +644 +18%
BPA
415
Beacon Pointe Advisors
California
$274K +$69.4K +1,086 +34%
JIC
416
Joel Isaacson & Co
New York
$271K – – –
PCA
417
Personal Capital Advisors
California
$269K -$46.6K -729 -15%
TC
418
TwinBeech Capital
New York
$269K +$269K +4,216 New
BCV
419
Banque Cantonale Vaudoise
Switzerland
$268K -$346K -5,411 -56%
SS
420
Simplicity Solutions
Minnesota
$268K -$73K -1,145 -21%
KWM
421
Kingsview Wealth Management
Oregon
$265K -$27.3K -428 -9%
SF
422
Symphony Financial
Texas
$264K +$9.94K +156 +4%
CPO
423
Cerity Partners OCIO
New York
$263K +$1.53K +24 +0.6%
Verition Fund Management
424
Verition Fund Management
Connecticut
$261K +$261K +4,096 New
EOJOAM
425
E. Ohman J:or Asset Management
Sweden
$261K -$241K -3,778 -48%
15 16
17
18 19