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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.

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 %
LFA
176
Legacy Financial Advisors
Kentucky
$2.08M – – –
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.07M -$89.5K -1,351 -4%
PDN
178
Pensionfund DSM Netherlands
Netherlands
$2.05M – – –
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$2.03M +$1.5M +22,609 +284%
FRAF
180
Första AP-fonden
Sweden
$2.02M +$122K +1,838 +6%
Wellington Management Group
181
Wellington Management Group
Massachusetts
$2M +$1.03M +15,536 +106%
SIA
182
SeaBridge Investment Advisors
New Jersey
$1.94M +$44.7K +674 +2%
TA
183
TFG Advisers
Michigan
$1.92M +$43.4K +655 +2%
KOMWMG
184
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.89M +$53.8K +812 +3%
VOYA Investment Management
185
VOYA Investment Management
Georgia
$1.88M -$290K -4,374 -13%
FAAS
186
First Allied Advisory Services
California
$1.87M -$18.9K -286 -1%
BCIM
187
British Columbia Investment Management
British Columbia, Canada
$1.87M +$593K +8,944 +46%
US Bancorp
188
US Bancorp
Minnesota
$1.84M +$69.2K +1,045 +4%
AWM
189
AE Wealth Management
Kansas
$1.84M -$134K -2,026 -7%
ABC
190
Associated Banc-Corp
Wisconsin
$1.81M – – –
GCA
191
Gradient Capital Advisors
California
$1.8M -$15.2K -229 -0.8%
SOAMC
192
Spirit of America Management Corp
New York
$1.76M +$135K +2,042 +8%
BFM
193
Boothbay Fund Management
New York
$1.68M +$1.68M +25,405 New
ECM
194
EII Capital Management
New York
$1.67M – – –
BCM
195
BlueMar Capital Management
Florida
$1.67M +$1.67M +25,219 New
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$1.67M +$427K +6,448 +34%
CRC
197
Curi RMB Capital
Illinois
$1.65M -$76.1K -1,148 -4%
MF
198
Magnetar Financial
Illinois
$1.62M +$1.62M +24,433 New
CS
199
Candriam SCA
Luxembourg
$1.62M -$614K -5,065 -28%
Point72 Asset Management
200
Point72 Asset Management
Connecticut
$1.58M +$1.58M +23,789 New
6 7
8
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