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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 %
SBL
501
Sargent Bickham Lagudis
Colorado
$81K 1,391 -222 -14%
JFA
502
JNBA Financial Advisors
Minnesota
$81K 1,394 +51 +4%
PHK
503
Point72 Hong Kong
Hong Kong
$79K 1,361 +1,361 New
IFAM
504
Institutional & Family Asset Management
Colorado
$77K 1,319 – –
BII
505
Bainco International Investors
Massachusetts
$76K 1,315 +1,315 New
PO
506
Private Ocean
California
$75K 1,297 – –
KPCM
507
Kings Point Capital Management
New York
$71K 1,218 -150 -11%
KFI
508
Key Financial Inc
Pennsylvania
$71K 1,203 +1,203 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
509
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$71K 1,231 +1,231 New
SPIA
510
Steward Partners Investment Advisory
New York
$69K 1,193 -586 -33%
TRCT
511
Tower Research Capital (TRC)
New York
$69K 1,188 +1,188 New
WT
512
Whittier Trust
California
$64K 1,100 – –
QAM
513
QCI Asset Management
New York
$61K 1,049 +11 +1%
BBHC
514
Brown Brothers Harriman & Co
New York
$58K 1,000 – –
HR
515
Howe & Rusling
New York
$57K 988 +12 +1%
IF
516
Ironwood Financial
Arizona
$56K 962 – –
BWM
517
Baystate Wealth Management
Massachusetts
$54K 927 +6 +0.7%
CFA
518
Carroll Financial Associates
North Carolina
$50K 876 – –
PGAM
519
Princeton Global Asset Management
New Jersey
$50K 869 – –
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K 850 – –
Rockefeller Capital Management
521
Rockefeller Capital Management
New York
$49K 842 +842 New
TWA
522
TCI Wealth Advisors
Arizona
$48K 831 -50 -6%
AIS
523
Accurate Investment Solutions
Pennsylvania
$48K 825 – –
APWM
524
Atlas Private Wealth Management
New York
$48K 823 – –
TSW
525
Thompson Siegel & Walmsley
Virginia
$46K 800 -149 -16%
19 20
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