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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$362M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
4
State Street
Massachusetts
$518M
5
Charles Schwab
5
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$865M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
3
American Century Companies
Missouri
$8.72M
4
PI
4
PGGM Investments
Netherlands
$84.4M
5
UBS AM
5
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
551
Oakworth Capital
Alabama
$34K – – –
IA
552
IndexIQ Advisors
New York
$34K +$30K +456 +748%
TIM
553
Tortoise Investment Management
New York
$32K – – –
CIA
554
CSat Investment Advisory
Michigan
$30K +$1.61K +24 +6%
CWC
555
Carolinas Wealth Consulting
North Carolina
$30K +$30K +440 New
OPS
556
Orion Portfolio Solutions
Nebraska
$29K -$17.9K -271 -38%
HWA
557
Heritage Wealth Advisors
Virginia
$27.3K -$18.6K -281 -41%
CFA
558
Carroll Financial Associates
North Carolina
$27K -$32.2K -486 -54%
DWA
559
Dougherty Wealth Advisers
Minnesota
$27K – – –
TF
560
Tompkins Financial
New York
$27K – – –
BWM
561
Baystate Wealth Management
Massachusetts
$26K -$37.2K -557 -59%
CAC
562
Certified Advisory Corp
Florida
$26K +$195 +3 +0.8%
Credit Agricole
563
Credit Agricole
France
$25K – – –
CAL
564
Capital Analysts LLC
Pennsylvania
$24K +$332 +5 +1%
CAGAS
565
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
HFA
566
Hoover Financial Advisors
Pennsylvania
$22K +$22K +331 New
SFA
567
Semmax Financial Advisors
North Carolina
$21K – – –
RIA
568
RPG Investment Advisory
California
$20K – – –
CCM
569
Cribstone Capital Management
Maine
$19K -$586 -9 -3%
LWA
570
Lenox Wealth Advisors
New York
$19K – – –
FDCDDQ
571
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.3K -$5.67M -85,702 -100%
EWM
572
Elmwood Wealth Management
California
$17K – – –
TC
573
Truvestments Capital
Florida
$17K +$263 +4 +2%
PCM
574
Penserra Capital Management
California
$16K -$1.37K -21 -8%
HNB
575
Huntington National Bank
Ohio
$16K +$1.1K +17 +7%
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