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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 Market Value Shares Shares
Change 		Shares
Change %
ERSOT
101
Employees Retirement System of Texas
Texas
$5.72M 86,275 – –
Franklin Resources
102
Franklin Resources
California
$5.69M 85,171 +21,570 +34%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$5.68M 87,670 +9,324 +12%
GC
104
Guggenheim Capital
Illinois
$5.53M 83,519 +3,421 +4%
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$5.31M 80,103 +7,017 +10%
EE
106
EWG Elevate
California
$5.28M 79,613 -64,549 -45%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$5.22M 78,799 +19,044 +32%
SAM
108
Shell Asset Management
Netherlands
$5.2M 78,538 +487 +0.6%
IWA
109
Inspirion Wealth Advisors
Illinois
$5.1M 77,007 -6,849 -8%
CM
110
Caption Management
Oklahoma
$5.09M 76,738 +76,738 New
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$5.08M 76,675 -4,757 -6%
TIAAOA
112
Teachers Insurance & Annuity Association of America
New York
$4.97M 75,005 +6,908 +10%
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$4.96M 74,852 -350,606 -82%
SG Americas Securities
114
SG Americas Securities
New York
$4.9M 73,909 +45,752 +162%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$4.88M 73,590 +13,027 +22%
CFB
116
Cullen/Frost Bankers
Texas
$4.84M 72,957 +13,933 +24%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$4.5M 67,842 -2,967 -4%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$4.43M 66,839 -8,438 -11%
HF
119
HRT Financial
New York
$4.41M 66,540 +50,780 +322%
PAG
120
Private Advisor Group
New Jersey
$4.38M 66,069 -40,644 -38%
MA
121
Mutual Advisors
Nebraska
$4.32M 65,180 +1,070 +2%
SSWM
122
Sheets Smith Wealth Management
North Carolina
$4.31M 65,025 -1,716 -3%
Royal London Asset Management
123
Royal London Asset Management
United Kingdom
$4.2M 64,122 – –
SHA
124
Seneca House Advisors
Virginia
$4.11M 62,040 +2,331 +4%
KS
125
Karpas Strategies
Connecticut
$4.07M 61,490 -1,531 -2%
3 4
5
6 7