WPC icon

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 %
SOADOR
76
State of Alaska Department of Revenue
Alaska
$7.27M 125,215 +6,879 +6%
WP
77
WealthPLAN Partners
Nebraska
$7.23M 130,422 +22,516 +21%
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$7.01M 120,666 – –
ACI
79
AMP Capital Investors
Australia
$6.95M 117,137 -2,286 -2%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$6.94M 119,401 +71,325 +148%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$6.77M 116,503 +22,617 +24%
CB
82
Commerce Bank
Missouri
$6.66M 114,647 -4,383 -4%
Invesco
83
Invesco
Georgia
$6.48M 111,548 +76,285 +216%
Citadel Advisors
84
Citadel Advisors
Florida
$6.45M 111,097 -453,431 -80%
EVM
85
Eaton Vance Management
Massachusetts
$6.27M 107,972 +47 +0%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$6.25M 107,521 -17,253 -14%
PAG
87
Private Advisor Group
New Jersey
$6.07M 104,518 +634 +0.6%
PAMU
88
Pictet Asset Management (UK)
United Kingdom
$6.02M 103,684 +9,100 +10%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$5.3M 91,230 -31,900 -26%
MDCM
90
Morgan Dempsey Capital Management
Wisconsin
$5.19M 89,351 +4,644 +5%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.95M 84,210 +45,610 +118%
ERSOT
92
Employees Retirement System of Texas
Texas
$4.91M 84,500 -23,500 -22%
Citigroup
93
Citigroup
New York
$4.89M 84,163 -127,838 -60%
NC
94
Nicholas Company
Wisconsin
$4.84M 83,300 +8,320 +11%
IWA
95
Inspirion Wealth Advisors
Illinois
$4.77M 82,131 -5,235 -6%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$4.63M 79,757 +2,182 +3%
GC
97
Guggenheim Capital
Illinois
$4.56M 78,451 +10,876 +16%
AG
98
Aperio Group
California
$4.52M 77,771 -20,228 -21%
SAM
99
Shell Asset Management
Netherlands
$4.44M 76,446 -2,577 -3%
FAF
100
Fjarde Ap-fonden
Sweden
$4.43M 76,338 -43,532 -36%
2 3
4
5 6