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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.

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 %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$9.8M +$578K +8,717 +6%
ACI
77
AMP Capital Investors
Australia
$9.68M +$1.85M +28,209 +24%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$9.42M -$4.47M -67,534 -32%
FP
79
Foundry Partners
Minnesota
$9.42M +$9.42M +142,199 New
WP
80
WealthPLAN Partners
Nebraska
$9.25M -$89.4K -1,275 -1%
Citigroup
81
Citigroup
New York
$9.24M +$3.55M +53,587 +62%
RJA
82
Raymond James & Associates
Florida
$8.84M -$299K -4,518 -3%
American Century Companies
83
American Century Companies
Missouri
$8.72M -$30.1M -454,244 -78%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
84
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.5M +$8.41M +126,981 +10,102%
HCM
85
HGI Capital Management
New York
$8.32M +$8.32M +125,522 New
CB
86
Commerce Bank
Missouri
$8M +$240K +3,625 +3%
AF
87
Allworth Financial
California
$7.78M +$7.5M +113,206 +2,708%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$7.78M -$387K -5,839 -5%
QI
89
QS Investors
New York
$7.45M -$1.22M -18,404 -14%
EVM
90
Eaton Vance Management
Massachusetts
$7.28M -$26.2K -395 -0.4%
MWNA
91
Marshall Wace North America
New York
$7.06M +$6.17M +93,096 +689%
Victory Capital Management
92
Victory Capital Management
Texas
$6.77M -$13.7M -206,315 -67%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$6.69M +$517K +7,799 +8%
Jane Street
94
Jane Street
New York
$6.67M +$4.36M +65,831 +189%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$6.63M -$645K -9,730 -9%
NC
96
Nicholas Company
Wisconsin
$6.45M +$812K +12,252 +14%
MDCM
97
Morgan Dempsey Capital Management
Wisconsin
$6.41M +$363K +5,480 +6%
SEI Investments
98
SEI Investments
Pennsylvania
$6.27M +$3.75M +56,759 +149%
PAMU
99
Pictet Asset Management (UK)
United Kingdom
$6.22M -$798K -12,047 -11%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$6.13M +$1.24M +18,644 +25%
2 3
4
5 6