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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 %
BCWM
601
Bartlett & Co Wealth Management
Ohio
$2.75K +$2.75K +41 New
MAM
602
Meeder Asset Management
Ohio
$1K -$27K -216 -96%
PWMG
603
Prestige Wealth Management Group
New Jersey
$1K -$8.07K -121 -89%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$1K -$6.53K -111 -87%
TI
605
tru Independence
Oregon
$13 +$13 +198 New
SGI
606
Summit Global Investments
Utah
– -$9.51M -167,155 Closed
Balyasny Asset Management
607
Balyasny Asset Management
Illinois
– -$3.61M -63,487 Closed
GC
608
Gruss & Co
Florida
– -$2.37M -41,735 Closed
T
609
TOBAM
France
– -$2.09M -36,735 Closed
ADBIC
610
A.D. Beadell Investment Counsel
Wisconsin
– -$1.89M -33,183 Closed
Capital Fund Management (CFM)
611
Capital Fund Management (CFM)
France
– -$1.82M -31,911 Closed
RBA
612
Richard Bernstein Advisors
New York
– -$1.44M -25,248 Closed
FDS
613
Freedom Day Solutions
Texas
– -$1.13M -19,888 Closed
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
– -$1.1M -19,255 Closed
PP
615
Paloma Partners
Connecticut
– -$1.07M -18,770 Closed
WG
616
Winton Group
United Kingdom
– -$936K -16,463 Closed
QIM
617
Quantitative Investment Management
Virginia
– -$892K -15,682 Closed
OSIA
618
O'Shares Investment Advisers
Massachusetts
– -$837K -14,712 Closed
OMC
619
Old Mission Capital
Illinois
– -$774K -13,599 Closed
SSA
620
Schonfeld Strategic Advisors
New York
– -$744K -13,076 Closed
OPPTF
621
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$700K -12,673 Closed
CTA
622
Chesley Taft & Associates
Illinois
– -$589K -10,355 Closed
WWM
623
Western Wealth Management
Colorado
– -$576K -10,142 Closed
AIL
624
AGF Investments LLC
Ontario, Canada
– -$559K -9,834 Closed
PP
625
Prudential plc
United Kingdom
– -$500K -8,790 Closed
23 24
25
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