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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 %
AAF
126
Andra AP-fonden
Sweden
$4.03M -$839K -12,660 -17%
FAF
127
Fjarde Ap-fonden
Sweden
$3.94M -$1.22M -18,480 -24%
WSCM
128
Wellington Shields Capital Management
New York
$3.91M -$60.2K -909 -2%
William Blair & Company
129
William Blair & Company
Illinois
$3.86M -$627K -9,462 -14%
Aviva
130
Aviva
United Kingdom
$3.85M -$216K -3,257 -5%
PCM
131
Pinz Capital Management
New York
$3.59M +$3.59M +54,215 New
ETC
132
Exchange Traded Concepts
Oklahoma
$3.55M +$210K +3,172 +6%
Macquarie Group
133
Macquarie Group
Australia
$3.49M +$275K +4,144 +9%
AG
134
Aperio Group
California
$3.48M -$1.78M -26,888 -34%
MIM
135
Monashee Investment Management
Massachusetts
$3.38M +$3.38M +51,050 New
CS
136
Capital Square
Tennessee
$3.38M +$133K +2,004 +4%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$3.29M -$5.18M -78,212 -61%
CAM
138
Cozad Asset Management
Illinois
$3.13M +$109K +1,643 +4%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$3.11M +$203K +3,063 +7%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$3.08M -$23.3K -351 -0.7%
OAM
141
Orinda Asset Management
California
$3.04M +$1.69M +25,525 +125%
FM
142
Forward Management
California
$3.04M +$3.04M +45,945 New
Bessemer Group
143
Bessemer Group
New Jersey
$2.98M – – –
BG
144
Bahl & Gaynor
Ohio
$2.98M -$24.4K -368 -0.8%
RPA
145
Rock Point Advisors
Vermont
$2.85M -$44.7K -674 -2%
HAG
146
HighPoint Advisor Group
Illinois
$2.84M -$355K -5,270 -11%
AIMCA
147
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.84M -$2.1M -31,753 -43%
MPM
148
Meritage Portfolio Management
Kansas
$2.81M +$2.81M +42,375 New
Aberdeen Group
149
Aberdeen Group
United Kingdom
$2.79M +$173K +2,618 +7%
Two Sigma Investments
150
Two Sigma Investments
New York
$2.79M +$856K +12,926 +44%
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