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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 %
PA
601
Procyon Advisors
Connecticut
$2K 36 -7 -16%
CHC
602
City Holding Co
West Virginia
$2K 43 – –
WQ
603
Wealth Quarterback
New Jersey
$1.89K 32 – –
PFBT
604
Parkside Financial Bank & Trust
Missouri
$1K 10 – –
JWA
605
JFS Wealth Advisors
Pennsylvania
$1K 11 +11 New
SQA
606
Simon Quick Advisors
New Jersey
$1K 20 +20 New
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$1K 23 +23 New
TPCW
608
TD Private Client Wealth
New York
$465 8 -38 -83%
FGAM
609
Financial Gravity Asset Management
Texas
$32 59 -24 -29%
Point72 Asset Management
610
Point72 Asset Management
Connecticut
– – -43,400 Closed
WAM
611
Wolverine Asset Management
Illinois
– – -33,202 Closed
SC
612
Sculptor Capital
New York
– – -26,213 Closed
PSUF
613
People's United Financial
Connecticut
– – -26,087 Closed
JIM
614
Jupiter Investment Management
United Kingdom
– – -22,280 Closed
Renaissance Technologies
615
Renaissance Technologies
New York
– – -17,877 Closed
JWCA
616
J.W. Cole Advisors
Florida
– – -17,472 Closed
CIG
617
Cairn Investment Group
Washington
– – -12,460 Closed
PAS
618
Park Avenue Securities
New York
– – -12,085 Closed
OAM
619
Oxford Asset Management
United Kingdom
– – -11,074 Closed
Squarepoint
620
Squarepoint
New York
– – -10,201 Closed
SS
621
Sunbelt Securities
Texas
– – -7,413 Closed
LOAMS
622
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -7,346 Closed
MA
623
MANA Advisors
New York
– – -7,200 Closed
TCM
624
Teza Capital Management
Illinois
– – -6,801 Closed
OC
625
Oppenheimer & Co
New York
– – -6,693 Closed
23 24
25
26 27