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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 %
AI
626
Atria Investments
North Carolina
– -$446K -7,844 Closed
IMRF
627
Illinois Municipal Retirement Fund
Illinois
– -$411K -7,219 Closed
CMANY
628
Capital Management Associates (New York)
New York
– -$407K -7,147 Closed
TCWM
629
Total Clarity Wealth Management
Illinois
– -$366K -6,432 Closed
GC
630
Gratus Capital
Georgia
– -$334K -5,868 Closed
XM
631
XTX Markets
New York
– -$333K -5,855 Closed
Axa
632
Axa
France
– -$327K -5,740 Closed
Qube Research & Technologies (QRT)
633
Qube Research & Technologies (QRT)
United Kingdom
– -$296K -5,197 Closed
NA
634
NewEdge Advisors
Louisiana
– -$277K -4,868 Closed
JG
635
Jefferies Group
New York
– -$258K -4,527 Closed
ECM
636
Evergreen Capital Management
Washington
– -$256K -4,502 Closed
OPERF
637
Oregon Public Employees Retirement Fund
Oregon
– -$256K -4,498 Closed
MFG
638
Magnus Financial Group
New York
– -$254K -4,461 Closed
CIBC Private Wealth Group
639
CIBC Private Wealth Group
Georgia
– -$251K -4,416 Closed
SW
640
SlateStone Wealth
Florida
– -$250K -4,390 Closed
IC
641
IEQ Capital
California
– -$227K -3,998 Closed
PAG
642
Private Advisory Group
Washington
– -$223K -3,922 Closed
LNWWM
643
Laird Norton Wetherby Wealth Management
California
– -$214K -3,760 Closed
PIA
644
Perennial Investment Advisors
California
– -$214K -3,755 Closed
EAM
645
Evanson Asset Management
California
– -$213K -3,747 Closed
WMA
646
Wealth Management Associates
New Jersey
– -$209K -3,675 Closed
AII
647
AGF Investments Inc
Ontario, Canada
– -$205K -3,609 Closed
WG
648
Welch Group
Alabama
– -$151K -2,653 Closed
GSWM
649
Golden State Wealth Management
California
– -$143K -2,520 Closed
AIC
650
Ameritas Investment Company
Nebraska
– -$84K -1,583 Closed
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