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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 %
KFA
626
Krane Funds Advisors
New York
– – -6,527 Closed
Assenagon Asset Management
627
Assenagon Asset Management
Luxembourg
– – -5,836 Closed
Verition Fund Management
628
Verition Fund Management
Connecticut
– – -5,792 Closed
AG
629
AlphaSimPlex Group
Massachusetts
– – -5,451 Closed
FC
630
FORA Capital
Florida
– – -5,273 Closed
BFS
631
Bradley Foster & Sargent
Connecticut
– – -5,000 Closed
SXL
632
Summit X LLC
Missouri
– – -4,960 Closed
AWA
633
Arete Wealth Advisors
Illinois
– – -4,708 Closed
IWS
634
Insight Wealth Strategies
California
– – -4,682 Closed
ACM
635
Anfield Capital Management
California
– – -4,651 Closed
GCA
636
Gideon Capital Advisors
New York
– – -4,650 Closed
NPT
637
Nixon Peabody Trust
Massachusetts
– – -4,575 Closed
BOH
638
Bank of Hawaii
Hawaii
– – -4,476 Closed
GT
639
Greenleaf Trust
Michigan
– – -4,435 Closed
LNC
640
Lincoln National Corp
Pennsylvania
– – -4,201 Closed
PHIMC
641
Private Harbour Investment Management & Counsel
Ohio
– – -4,150 Closed
SLG
642
Stanley-Laman Group
Pennsylvania
– – -4,001 Closed
NP
643
NorthRock Partners
Minnesota
– – -3,948 Closed
MC
644
Moors & Cabot
Massachusetts
– – -3,847 Closed
BPA
645
Beacon Pointe Advisors
California
– – -3,789 Closed
RWM
646
Ritholtz Wealth Management
New York
– – -3,761 Closed
HL
647
HeadInvest LLC
Maine
– – -3,710 Closed
AP
648
Appleton Partners
Massachusetts
– – -3,596 Closed
ACI
649
Alpha Cubed Investments
California
– – -3,547 Closed
OI
650
Oakbrook Investments
Illinois
– – -3,460 Closed
24 25
26
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