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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B 25,812,800 +211,834 +0.8%
BlackRock
2
BlackRock
New York
$862M 14,847,887 -260,275 -2%
State Street
3
State Street
Massachusetts
$387M 6,547,471 -105,871 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$210M 3,614,100 -7,541 -0.2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$151M 2,605,412 +201,711 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$147M 2,532,213 -13,820 -0.5%
Legal & General Group
7
Legal & General Group
United Kingdom
$124M 2,137,830 +143,432 +7%
Northern Trust
8
Northern Trust
Illinois
$116M 2,000,315 -17,080 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$116M 1,992,991 +96,323 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$97.7M 1,682,597 -114,459 -6%
Norges Bank
11
Norges Bank
Norway
$95.1M 1,636,660 +67,051 +4%
PI
12
PGGM Investments
Netherlands
$94.4M 1,626,034 +1,531,974 +1,629%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$84.3M 1,451,173 +37,000 +3%
UBS Group
14
UBS Group
Switzerland
$83.2M 1,432,805 -205,612 -13%
UBS AM
15
UBS AM
Illinois
$83M 1,429,544 +40,906 +3%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$65.8M 1,132,348 -276,730 -20%
Swiss National Bank
17
Swiss National Bank
Switzerland
$64.7M 1,113,873 +183,300 +20%
Goldman Sachs
18
Goldman Sachs
New York
$59.6M 1,025,445 +286,369 +39%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$57.6M 991,048 +62,199 +7%
Brown Advisory
20
Brown Advisory
Maryland
$47.3M 814,930 +10,093 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$46.4M 799,076 -24,515 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$46.3M 796,747 +31,996 +4%
DC
23
Davenport & Co
Virginia
$43.1M 741,560 -12,653 -2%
Ameriprise
24
Ameriprise
Minnesota
$33.8M 581,769 +21,068 +4%
American Century Companies
25
American Century Companies
Missouri
$33.3M 573,776 +416,127 +264%
1
2 3 4 5