WPC icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
DCM
151
Dupont Capital Management
Delaware
$2.77M +$457K +6,900 +20%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$2.77M +$2.28M +34,366 +464%
SCM
153
Stellar Capital Management
Arizona
$2.75M -$199 -3 -0%
KBC Group
154
KBC Group
Belgium
$2.74M +$1.4M +21,133 +104%
ASRS
155
Arizona State Retirement System
Arizona
$2.72M -$5.76M -86,966 -68%
NFG
156
NewFocus Financial Group
Washington
$2.69M +$78.3K +1,181 +3%
D.E. Shaw & Co
157
D.E. Shaw & Co
New York
$2.67M -$289K -4,359 -10%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$2.64M – – –
URS
159
Utah Retirement Systems
Utah
$2.62M – – –
VanEck Associates
160
VanEck Associates
New York
$2.62M -$430K -6,487 -14%
ACC
161
Accident Compensation Corp
New Zealand
$2.62M +$818K +12,351 +46%
Creative Planning
162
Creative Planning
Kansas
$2.56M +$269K +4,061 +12%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$2.56M -$934K -14,105 -27%
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$2.52M – – –
Robeco Institutional Asset Management
165
Robeco Institutional Asset Management
Netherlands
$2.51M +$353K +5,324 +16%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.49M -$17.4K -262 -0.7%
HFS
167
Hantz Financial Services
Michigan
$2.45M +$41.1K +620 +2%
UCFA
168
United Capital Financial Advisors
Texas
$2.43M -$1.44M -21,696 -37%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$2.43M +$2.43M +36,661 New
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$2.42M +$1.42M +21,827 +142%
RWM
171
Rench Wealth Management
Texas
$2.41M +$12K +181 +0.5%
AAS
172
Avantax Advisory Services
Texas
$2.36M +$19.5K +294 +0.8%
CF
173
Centaurus Financial
California
$2.35M +$566K +8,545 +32%
WCG
174
Weaver Consulting Group
California
$2.22M -$9.48K -143 -0.4%
NAM
175
Nissay Asset Management
Japan
$2.13M +$77.3K +1,167 +4%
5 6
7
8 9