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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
13.46%
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 %
Wells Fargo
26
Wells Fargo
California
$32.4M 557,041 -75,112 -12%
APG Asset Management
27
APG Asset Management
Netherlands
$31.1M 535,393 +236,248 +79%
Morgan Stanley
28
Morgan Stanley
New York
$30.1M 518,379 -22,049 -4%
CS
29
Credit Suisse
Switzerland
$28.2M 485,665 +2,058 +0.4%
ZIM
30
Zacks Investment Management
Illinois
$27.5M 473,454 +473,454 New
Charles Schwab
31
Charles Schwab
California
$27.5M 473,229 +8,600 +2%
LPL Financial
32
LPL Financial
California
$27.1M 465,742 +7,253 +2%
Asset Management One
33
Asset Management One
Japan
$26.7M 459,824 -46,349 -9%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$25M 430,623 -1,108,926 -72%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$24.2M 416,707 -428,281 -51%
ACM
36
Advisors Capital Management
New Jersey
$23.1M 398,508 +11,501 +3%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$22.5M 387,271 +110,079 +40%
Osaic Holdings
38
Osaic Holdings
Arizona
$21.9M 414,737 +414,737 New
Bank of America
39
Bank of America
North Carolina
$20.3M 350,192 -976 -0.3%
UH
40
Unigestion Holding
Switzerland
$20.2M 347,117 +347,117 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$19.7M 338,942 +8,890 +3%
GWM
42
Geneos Wealth Management
Colorado
$19M 315,019 -5,190 -2%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$18.2M 312,963 +25,620 +9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$17.8M 306,100 +200 +0.1%
Victory Capital Management
45
Victory Capital Management
Texas
$17.6M 302,202 +196,479 +186%
NIPH
46
NN Investment Partners Holdings
Netherlands
$17.1M 294,470 +294,470 New
BAM
47
Berkshire Asset Management
Pennsylvania
$15.8M 272,828 +5,745 +2%
VRS
48
Virginia Retirement Systems
Virginia
$15.6M 268,300 +5,000 +2%
Nomura Asset Management
49
Nomura Asset Management
Japan
$15.1M 259,241 +11,390 +5%
SO
50
STRS Ohio
Ohio
$14.9M 257,267 +11,075 +4%
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