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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 %
SCM
676
Stevens Capital Management
Pennsylvania
– – -2,734 Closed
N
677
Natixis
France
– – -2,705 Closed
BCM
678
Brookstone Capital Management
Illinois
– – -2,696 Closed
APP
679
Avantax Planning Partners
Iowa
– – -2,672 Closed
CCA
680
Cobblestone Capital Advisors
New York
– – -2,659 Closed
GC
681
Grimes & Company
Massachusetts
– – -2,658 Closed
EIA
682
Edgemoor Investment Advisors
Maryland
– – -2,638 Closed
GT
683
Glenview Trust
Kentucky
– – -2,600 Closed
FT
684
Fiduciary Trust
Massachusetts
– – -2,554 Closed
CCA
685
Clearwater Capital Advisors
Illinois
– – -2,552 Closed
AAM
686
Ameraudi Asset Management
New York
– – -2,500 Closed
TBA
687
Tower Bridge Advisors
Pennsylvania
– – -2,500 Closed
THWM
688
Taylor Hoffman Wealth Management
Virginia
– – -1,629 Closed
TFA
689
Tobias Financial Advisors
Florida
– – -1,527 Closed
NIT
690
NumerixS Investment Technologies
British Columbia, Canada
– – -1,300 Closed
PA
691
PSI Advisors
Florida
– – -1,237 Closed
GDP
692
Great Diamond Partners
Maine
– – -1,070 Closed
BCI
693
Brinker Capital Investments
Pennsylvania
– – -882 Closed
LS
694
Leelyn Smith
Illinois
– – -720 Closed
HI
695
Human Investing
Oregon
– – -480 Closed
FCA
696
FinTrust Capital Advisors
South Carolina
– – -477 Closed
LWM
697
Lionsbridge Wealth Management
Florida
– – -444 Closed
MF
698
Manchester Financial
California
– – -400 Closed
VFA
699
Valeo Financial Advisors
Indiana
– – -300 Closed
SFSIG
700
San Francisco Sentry Investment Group
California
– – -265 Closed
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