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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 %
RFC
426
Regions Financial Corp
Alabama
$246K – – –
BC
427
Brio Consultants
California
$246K +$1.25K +22 +0.5%
OIA
428
Optimum Investment Advisors
Illinois
$244K – – –
BAS
429
Brown Advisory Securities
Maryland
$241K +$73.8K +1,338 +44%
OIA
430
OneDigital Investment Advisors
Kansas
$241K +$241K +4,243 New
Manulife (Manufacturers Life Insurance)
431
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$2.85K -50 -1%
AF
432
Allworth Financial
California
$237K +$52.2K +921 +28%
PWM
433
Perigon Wealth Management
California
$236K +$236K +3,441 New
HPC
434
HM Payson & Co
Maine
$234K – – –
BWP
435
Baldwin Wealth Partners
Massachusetts
$232K -$58K -1,021 -20%
CPO
436
Cerity Partners OCIO
New York
$232K – – –
CG
437
Colony Group
Massachusetts
$232K +$5.69K +100 +3%
TFA
438
TPG Financial Advisors
Oregon
$227K -$29.6K -521 -12%
OFS
439
OneAscent Financial Services
Alabama
$227K -$4.56K -80 -2%
IC
440
IEQ Capital
California
$227K +$5.62K +99 +3%
MPW
441
Monterey Private Wealth
California
$225K – – –
LA
442
LVW Advisors
New York
$224K – – –
PAG
443
Private Advisory Group
Washington
$223K -$479K -8,430 -68%
VIM
444
Vista Investment Management
Pennsylvania
$222K +$222K +3,905 New
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$221K – – –
HFA
446
High Falls Advisors
New York
$221K – – –
OWD
447
Osborn Williams & Donohoe
Ohio
$221K – – –
JA
448
JOYN Advisors
Georgia
$221K +$221K +3,884 New
JIC
449
Joel Isaacson & Co
New York
$218K – – –
PL
450
Plancorp LLC
Missouri
$217K +$2.73K +48 +1%
16 17
18
19 20