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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 %
BCA
576
Berman Capital Advisors
Georgia
$13K 234 +32 +16%
MAM
577
Meeder Asset Management
Ohio
$13K 219 +219 New
HNB
578
Huntington National Bank
Ohio
$13K 226 +225 +22,500%
JPLA
579
Joseph P. Lucia & Associates
New York
$12K 200 – –
BWM
580
BerganKDV Wealth Management
Minnesota
$12K 208 +3 +1%
RCA
581
Ranch Capital Advisors
Florida
$11K 200 -200 -50%
VNA
582
Valley National Advisers
Pennsylvania
$11K 183 – –
PFO
583
Pathstone Family Office
New Jersey
$11K 183 +183 New
WWM
584
Willingdon Wealth Management
North Carolina
$10K 173 -34,186 -99%
QT
585
Quantbot Technologies
New York
$10K 185 -811 -81%
EWM
586
Endurance Wealth Management
Rhode Island
$9K 160 – –
PWMG
587
Prestige Wealth Management Group
New Jersey
$8K 133 +133 New
EARNEST Partners
588
EARNEST Partners
Georgia
$7K 114 – –
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$7K 125 – –
CHA
590
Carmichael Hill & Associates
Maryland
$6K 104 – –
HB
591
Horizon Bancorp
Indiana
$6K 100 – –
SWM
592
Sugarloaf Wealth Management
Georgia
$6K 101 – –
FWM
593
FSA Wealth Management
Massachusetts
$5K 94 -200 -68%
SL
594
Salomon & Ludwin
Virginia
$5K 88 – –
MWM
595
MBE Wealth Management
Wisconsin
$5K 100 +100 New
GEA
596
Glen Eagle Advisors
New Jersey
$3.83K 66 – –
IA
597
IndexIQ Advisors
New York
$3K 60 +2 +3%
ZB
598
Zions Bancorporation
Utah
$3K 47 +17 +57%
GFPC
599
Global Financial Private Client
Florida
$2.91K 53 – –
OAM
600
Optimal Asset Management
California
$2.1K 36,079 +24,053 +200%
22 23
24
25 26