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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
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
451
Lazard Asset Management
New York
$241K +$25.3K +383 +12%
VHAM
452
Van Hulzen Asset Management
California
$234K – – –
CFGS
453
Concourse Financial Group Securities
Alabama
$232K +$2.22K +33 +1%
CAM
454
Carret Asset Management
New York
$232K +$232K +3,498 New
MPW
455
MA Private Wealth
California
$230K +$230K +3,465 New
Fuller & Thaler Asset Management
456
Fuller & Thaler Asset Management
California
$228K -$28.7K -434 -11%
ACI
457
Alpha Cubed Investments
California
$228K +$228K +3,446 New
AI
458
Atom Investors
Texas
$227K +$227K +3,421 New
SFS
459
Sowell Financial Services
Arkansas
$226K -$17.9K -271 -7%
LNC
460
Lincoln National Corp
Pennsylvania
$226K +$226K +3,405 New
HB
461
Homrich & Berg
Georgia
$225K +$225K +3,402 New
TSS
462
Two Sigma Securities
New York
$222K +$222K +3,352 New
PCM
463
Poehling Capital Management
Wisconsin
$222K +$222K +3,354 New
MYLI
464
Meiji Yasuda Life Insurance
Japan
$218K -$33.1K -499 -13%
Walleye Capital
465
Walleye Capital
New York
$218K +$218K +3,285 New
OC
466
Oppenheimer & Co
New York
$218K +$218K +3,287 New
WC
467
Woodstock Corp
Massachusetts
$215K +$215K +3,243 New
PWM
468
Perigon Wealth Management
California
$213K -$15.4K -232 -7%
BPA
469
Beacon Pointe Advisors
California
$213K +$213K +3,204 New
SPIA
470
Steward Partners Investment Advisory
New York
$209K +$128K +1,940 +159%
DAS
471
Dynamic Advisor Solutions
Arizona
$209K +$209K +3,148 New
BWM
472
BCS Wealth Management
Tennessee
$206K +$206K +3,104 New
BCM
473
Brookstone Capital Management
Illinois
$205K +$205K +3,093 New
PA
474
Profund Advisors
Maryland
$204K -$34.9K -526 -15%
HL
475
HeadInvest LLC
Maine
$203K +$203K +3,060 New
17 18
19
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