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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
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
201
DnB Asset Management
Norway
$1.49M +$110K +1,656 +8%
ProShare Advisors
202
ProShare Advisors
Maryland
$1.47M +$143K +2,160 +11%
M&T Bank
203
M&T Bank
New York
$1.47M +$25.5K +385 +2%
HCA
204
Horan Capital Advisors
Ohio
$1.46M -$70.4K -1,062 -5%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
OAM
206
Optimal Asset Management
California
$1.44M -$997K -15,042 -41%
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$1.44M +$322K +4,865 +29%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$1.43M – – –
AA
209
Ancora Advisors
Ohio
$1.42M -$36.6K -553 -3%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$1.42M -$1.69M -25,609 -54%
CCM
211
Coldstream Capital Management
Washington
$1.41M +$722K +10,896 +105%
VWA
212
V Wealth Advisors
Kansas
$1.41M -$40.4K -609 -3%
PAM
213
Panagora Asset Management
Massachusetts
$1.39M -$274K -4,130 -16%
CA
214
Cetera Advisors
Colorado
$1.37M -$970K -14,639 -41%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$1.37M +$61.3K +925 +5%
WSC
216
Wellington Shields & Co
New York
$1.35M -$33.7K -508 -2%
AF
217
Advisornet Financial
Minnesota
$1.35M -$8.61K -130 -0.6%
SMDAM
218
Sumitomo Mitsui DS Asset Management
Japan
$1.34M +$120K +1,816 +10%
WA
219
Wambolt & Associates
Colorado
$1.34M +$25.4K +383 +2%
BA
220
Bennicas & Associates
California
$1.33M -$6.76K -102 -0.5%
Wolverine Trading
221
Wolverine Trading
Illinois
$1.32M +$509K +7,766 +62%
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$1.29M +$71K +1,072 +6%
GI
223
GAMCO Investors
Connecticut
$1.29M -$338K -5,105 -21%
AOWM
224
Alpha Omega Wealth Management
Virginia
$1.28M -$67.7K -1,021 -5%
PS
225
Presima Securities
Quebec, Canada
$1.28M +$1.28M +19,257 New
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