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 %
MML Investors Services
151
MML Investors Services
Massachusetts
$2.16M 37,111 +15,807 +74%
T
152
TOBAM
France
$2.09M 35,979 +13,242 +58%
HFS
153
Hantz Financial Services
Michigan
$2.07M 35,562 +35,562 New
RWM
154
Rench Wealth Management
Texas
$2.06M 35,444 +214 +0.6%
LFA
155
Legacy Financial Advisors
Kentucky
$2.02M 30,726 – –
CA
156
Cetera Advisors
Colorado
$2.01M 34,573 +5,596 +19%
AAS
157
Avantax Advisory Services
Texas
$2M 34,543 +1,230 +4%
DCM
158
Dupont Capital Management
Delaware
$1.99M 34,237 +18,429 +117%
Jane Street
159
Jane Street
New York
$1.98M 34,045 +34,045 New
Creative Planning
160
Creative Planning
Kansas
$1.97M 33,876 +2,834 +9%
WCG
161
Weaver Consulting Group
California
$1.91M 32,950 +489 +2%
ADBIC
162
A.D. Beadell Investment Counsel
Wisconsin
$1.89M 32,500 +425 +1%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$1.86M 32,091 +576 +2%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.86M 31,975 +16,475 +106%
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$1.85M 31,924 -14,666 -31%
WA
166
Wealthstar Advisors
Texas
$1.82M 31,281 -2,061 -6%
Capital Fund Management (CFM)
167
Capital Fund Management (CFM)
France
$1.82M 31,255 +20,066 +179%
NAM
168
Nissay Asset Management
Japan
$1.76M 30,353 +758 +3%
PDN
169
Pensionfund DSM Netherlands
Netherlands
$1.76M 30,300 +13,300 +78%
AWM
170
AE Wealth Management
Kansas
$1.69M 29,115 -1,008 -3%
Two Sigma Investments
171
Two Sigma Investments
New York
$1.66M 28,552 -46,259 -62%
FTIOP
172
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.63M 28,069 -300 -1%
FRAF
173
Första AP-fonden
Sweden
$1.63M 28,000 -2,100 -7%
SIA
174
SeaBridge Investment Advisors
New Jersey
$1.62M 27,939 – –
FAAS
175
First Allied Advisory Services
California
$1.62M 27,911 +448 +2%
5 6
7
8 9