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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
Osaic Holdings
4
Osaic Holdings
Arizona
$21.9M
5
UH
5
Unigestion Holding
Switzerland
$20.2M

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 %
AP
451
Advisor Partners
California
$216K 3,735 -138 -4%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$215K 3,705 +3,705 New
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$214K 3,683 +827 +29%
PIA
454
Perennial Investment Advisors
California
$214K 3,678 +966 +36%
TC
455
TownSquare Capital
Utah
$213K 3,411 -2,049 -38%
EAM
456
Evanson Asset Management
California
$213K 3,670 – –
CWM
457
Campbell Wealth Management
Virginia
$212K 3,654 -1,050 -22%
S
458
SignatureFD
Georgia
$211K 3,632 -762 -17%
SC
459
Stratford Consulting
Texas
$211K 3,631 +45 +1%
SFS
460
Sowell Financial Services
Arkansas
$210K 3,610 +527 +17%
WMA
461
Wealth Management Associates
New Jersey
$209K 3,599 -708 -16%
PA
462
Profund Advisors
Maryland
$205K 3,529 -1,644 -32%
AII
463
AGF Investments Inc
Ontario, Canada
$205K 3,535 +3,535 New
VHAM
464
Van Hulzen Asset Management
California
$201K 3,455 – –
CFGS
465
Concourse Financial Group Securities
Alabama
$198K 3,351 -2,769 -45%
Lazard Asset Management
466
Lazard Asset Management
New York
$185K 3,200 – –
POIA
467
Pin Oak Investment Advisors
Texas
$174K 2,100 -1,540 -42%
Bank Julius Baer & Co
468
Bank Julius Baer & Co
Switzerland
$174K 2,994 +2,994 New
APA
469
American Portfolios Advisors
New York
$172K 2,965 -425 -13%
SBSB
470
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K 2,938 +200 +7%
LWM
471
Lenox Wealth Management
Ohio
$167K 2,827 – –
AIG
472
American International Group
New York
$162K 2,783 +132 +5%
ARMT
473
Amica Retiree Medical Trust
Rhode Island
$158K 2,726 – –
VCP
474
Verus Capital Partners
Arizona
$155K 2,666 -12 -0.4%
WG
475
Welch Group
Alabama
$151K 2,598 – –
17 18
19
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