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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 %
HCA
201
Horan Capital Advisors
Ohio
$1.32M 22,665 -91 -0.4%
TPA
202
Trivium Point Advisory
Connecticut
$1.28M 20,472 -5,457 -21%
CEP
203
Chicago Equity Partners
Illinois
$1.26M 21,605 -25,800 -54%
AA
204
Ancora Advisors
Ohio
$1.25M 21,551 +656 +3%
Prudential Financial
205
Prudential Financial
New Jersey
$1.25M 21,513 +12,743 +145%
VWA
206
V Wealth Advisors
Kansas
$1.24M 21,395 +3,854 +22%
M&T Bank
207
M&T Bank
New York
$1.24M 21,324 +6,773 +47%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$1.23M 21,116 +650 +3%
DILIC
209
Dai-ichi Life Insurance Company
Japan
$1.22M 21,034 -12,817 -38%
RFWA
210
RPg Family Wealth Advisory
Massachusetts
$1.2M 20,616 +487 +2%
CAM
211
Columbia Asset Management
Michigan
$1.2M 20,600 +5,185 +34%
WSC
212
Wellington Shields & Co
New York
$1.19M 20,518 -747 -4%
DnB Asset Management
213
DnB Asset Management
Norway
$1.19M 20,452 -4,687 -19%
SI
214
Stephens Inc
Arkansas
$1.18M 20,330 -1,671 -8%
AF
215
Advisornet Financial
Minnesota
$1.16M 20,014 +11,620 +138%
OAM
216
Orinda Asset Management
California
$1.16M 20,000 +20,000 New
WBC
217
Westpac Banking Corp
Australia
$1.16M 19,996 +8,548 +75%
AOWM
218
Alpha Omega Wealth Management
Virginia
$1.15M 19,860 -23 -0.1%
VIA
219
Vident Investment Advisory
Georgia
$1.15M 19,857 +446 +2%
KBC Group
220
KBC Group
Belgium
$1.15M 19,816 +6,122 +45%
AAP
221
Arax Advisory Partners
Colorado
$1.15M 19,738 +9,586 +94%
BA
222
Bennicas & Associates
California
$1.14M 19,700 -450 -2%
ProShare Advisors
223
ProShare Advisors
Maryland
$1.14M 19,675 -14,972 -43%
II
224
IFM Investors
Australia
$1.14M 19,152 +2,634 +16%
FDS
225
Freedom Day Solutions
Texas
$1.13M 19,479 +1,390 +8%
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