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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 %
CWM
526
Cedar Wealth Management
California
$46K 800 – –
MA
527
MCF Advisors
Kentucky
$45K 782 – –
CB
528
Community Bank
New York
$44K 762 -54 -7%
BHWM
529
Bay Harbor Wealth Management
Maryland
$43K 743 – –
GRP
530
Global Retirement Partners
California
$42K 719 -175 -20%
PMFA
531
Plante Moran Financial Advisors
Michigan
$41K 703 – –
FWM
532
Filbrandt Wealth Management
Wisconsin
$41K 700 – –
PCG
533
Private Capital Group
Connecticut
$41K 689 +434 +170%
OPS
534
Orion Portfolio Solutions
Nebraska
$40K 695 -945 -58%
HWA
535
Heritage Wealth Advisors
Virginia
$39.4K 679 -375 -36%
RFA
536
Reilly Financial Advisors
California
$39K 672 – –
LFG
537
LifePlan Financial Group
Ohio
$38K 648 – –
MCM
538
McMillion Capital Management
North Carolina
$38K 653 – –
WT
539
Washington Trust
Rhode Island
$37K 643 +643 New
CI
540
CX Institutional
Indiana
$36K 611 +611 New
MA
541
MUFG Americas
New York
$35K 600 -1,547 -72%
Schroder Investment Management Group
542
Schroder Investment Management Group
United Kingdom
$35K 630 -284 -31%
LWANC
543
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K 596 – –
TCM
544
TD Capital Management
Tennessee
$34K 578 +7 +1%
MWP
545
Meridian Wealth Partners
Pennsylvania
$34K 580 +30 +5%
NICM
546
Neo Ivy Capital Management
New York
$34K 580 +580 New
DWM
547
Darwin Wealth Management
Florida
$34K 594 +594 New
LIA
548
LS Investment Advisors
Michigan
$33K 563 -2,685 -83%
GWS
549
Glassman Wealth Services
Virginia
$32K 553 +5 +0.9%
HWA
550
HHM Wealth Advisors
Tennessee
$32K 545 +545 New
20 21
22
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