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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 %
OC
551
Oakworth Capital
Alabama
$29K 501 – –
TIM
552
Tortoise Investment Management
New York
$28K 477 – –
PI
553
PEAK6 Investments
Illinois
$28K 474 +158 +50%
LC
554
Lindbrook Capital
California
$25K 425 +183 +76%
PI
555
PineBridge Investments
New York
$24K 420 -180 -30%
TF
556
Tompkins Financial
New York
$24K 405 – –
CIA
557
CSat Investment Advisory
Michigan
$24K 413 +24 +6%
DWA
558
Dougherty Wealth Advisers
Minnesota
$23K 400 – –
CG
559
Cutler Group
California
$23K 407 +400 +5,714%
CAC
560
Certified Advisory Corp
Florida
$22K 390 +24 +7%
Credit Agricole
561
Credit Agricole
France
$22K 373 +373 New
EWM
562
EPG Wealth Management
Georgia
$22K 383 +383 New
CAL
563
Capital Analysts LLC
Pennsylvania
$20K 349 -292 -46%
CAGAS
564
Capital Advisory Group Advisory Services
Minnesota
$20K 347 +347 New
SFA
565
Semmax Financial Advisors
North Carolina
$18K 316 – –
CCM
566
Cribstone Capital Management
Maine
$17K 295 -265 -47%
RIA
567
RPG Investment Advisory
California
$17K 300 – –
LWA
568
Lenox Wealth Advisors
New York
$17K 286 – –
EIP
569
Ellis Investment Partners
Pennsylvania
$17K 320 +4 +1%
BCM
570
Brooktree Capital Management
Michigan
$17K 300 +300 New
PCM
571
Penserra Capital Management
California
$16K 261 +72 +38%
EWM
572
Elmwood Wealth Management
California
$15.3K 246 +246 New
EI
573
Ellevest Inc
New York
$15K 255 +210 +467%
TC
574
Truvestments Capital
Florida
$14K 250 +250 New
PCM
575
Prelude Capital Management
New York
$13K 218 -1,416 -87%
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23
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