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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 %
IWP
476
IAG Wealth Partners
Wisconsin
$147K 2,521 -361 -13%
GSWM
477
Golden State Wealth Management
California
$143K 2,468 +2,468 New
AWM
478
AllSquare Wealth Management
New York
$139K 2,400 – –
QCG
479
Quadrant Capital Group
Ohio
$127K 2,144 -970 -31%
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$127K 2,193 +55 +3%
KPW
481
Kore Private Wealth
New York
$118K 2,035 – –
JCM
482
Jacobi Capital Management
Pennsylvania
$116K 2,000 +2,000 New
SIC
483
Salem Investment Counselors
North Carolina
$112K 1,926 – –
GWMIA
484
Global Wealth Management Investment Advisory
Florida
$111K 1,911 +568 +42%
PA
485
Parallel Advisors
California
$110K 1,905 +31 +2%
Marshall Wace
486
Marshall Wace
United Kingdom
$110K 1,889 +1,889 New
SSB
487
Sandy Spring Bank
Maryland
$108K 1,863 -1,709 -48%
LS
488
Livforsakringsbolaget Skandia
Sweden
$105K 1,800 +700 +64%
KFS
489
Kelly Financial Services
Massachusetts
$104K 1,784 – –
TCOV
490
Trust Company of Vermont
Vermont
$102K 1,750 – –
FWM
491
Focused Wealth Management
New York
$101K 1,743 – –
RWA
492
Ropes Wealth Advisors
Massachusetts
$100K 1,726 – –
KTC
493
Kistler-Tiffany Companies
Pennsylvania
$96K 1,200 – –
LWS
494
Lucia Wealth Services
California
$91K 1,562 +73 +5%
HFM
495
Harvest Fund Management
China
$90K 1,560 +1,560 New
GI
496
Gradient Investments
Minnesota
$89K 1,534 – –
AIM
497
AIA Investment Management
Singapore
$89K 1,529 +153 +11%
SIS
498
Sound Income Strategies
Florida
$87K 1,506 +1,137 +308%
FMP
499
Financial Management Professionals
Texas
$86K 1,483 – –
AIC
500
Ameritas Investment Company
Nebraska
$84K 1,550 +830 +115%
18 19
20
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