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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 %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$4.28M 73,729 +29,350 +66%
AIMCA
102
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.24M 73,000 +73,000 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$4.2M 72,374 +60,099 +490%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$4.19M 76,735 +13,733 +22%
AAF
105
Andra AP-fonden
Sweden
$4.18M 71,900 -5,900 -8%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$4.16M 71,583 +6,404 +10%
Barclays
107
Barclays
United Kingdom
$4.05M 69,659 -257,636 -79%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$4.03M 69,353 +39,454 +132%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M 69,191 +9,402 +16%
TIAAOA
110
Teachers Insurance & Annuity Association of America
New York
$3.87M 66,696 +15,799 +31%
William Blair & Company
111
William Blair & Company
Illinois
$3.85M 66,284 -333 -0.5%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$3.8M 65,368 +1,189 +2%
Royal London Asset Management
113
Royal London Asset Management
United Kingdom
$3.73M 62,803 -1,435 -2%
Millennium Management
114
Millennium Management
New York
$3.67M 63,222 -13,639 -18%
MA
115
Mutual Advisors
Nebraska
$3.65M 62,791 -28,470 -31%
Franklin Resources
116
Franklin Resources
California
$3.62M 62,293 +8,813 +16%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$3.61M 62,181 -13,337 -18%
KS
118
Karpas Strategies
Connecticut
$3.59M 61,725 -11,550 -16%
Aviva
119
Aviva
United Kingdom
$3.49M 60,111 +280 +0.5%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$3.45M 59,317 -5,610 -9%
WSCM
121
Wellington Shields Capital Management
New York
$3.41M 58,753 +11,959 +26%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$3.4M 58,526 -5,873 -9%
SHA
123
Seneca House Advisors
Virginia
$3.39M 58,481 +3,879 +7%
CFB
124
Cullen/Frost Bankers
Texas
$3.36M 57,810 +23,188 +67%
UCFA
125
United Capital Financial Advisors
Texas
$3.32M 57,162 -36,274 -39%
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5
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