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W.P. Carey
WPC

Overview Fund Activity

640 hedge funds and large institutions have $8.12B invested in W.P. Carey in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+43
Holders Change %
+7.2%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
109
Increased
227
Reduced
171
Closed
59
Calls
$18.8M
Puts
$22.2M
Net Calls
-$3.44M
Net Calls Change
+$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
$1.21B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$113M
3
Citadel Advisors
Citadel Advisors
Florida
$45.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.05B
5
First Trust Advisors
First Trust Advisors
Illinois
$61.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
$7.53M
2
CIM
Centersquare Investment Management
Pennsylvania
$10.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$290M
4
State Street
State Street
Massachusetts
$539M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
276
Private Advisory Group
Washington
$968K +$384K +4,901 +66%
PAS
277
Park Avenue Securities
New York
$967K +$9.64K +123 +1%
OAM
278
Optimal Asset Management
California
$963K +$963K +12,279 New
DBRC
279
D.B. Root & Company
Pennsylvania
$960K -$19.8K -253 -2%
EIA
280
Eldridge Investment Advisors
New Hampshire
$944K -$74K -944 -7%
DekaBank Deutsche Girozentrale
281
DekaBank Deutsche Girozentrale
Germany
$943K -$194K -2,493 -17%
Principal Financial Group
282
Principal Financial Group
Iowa
$925K -$427K -5,445 -32%
C1AG
283
Client 1st Advisory Group
Florida
$924K +$924K +11,791 New
WBC
284
Westpac Banking Corp
Australia
$916K – – –
HKAM
285
Horizon Kinetics Asset Management
New York
$900K – – –
Capital Fund Management (CFM)
286
Capital Fund Management (CFM)
France
$896K +$896K +11,424 New
IWP
287
Insight Wealth Partners
Texas
$889K +$889K +11,336 New
OAM
288
Oxford Asset Management
United Kingdom
$886K +$886K +11,307 New
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$869K -$24.4K -311 -3%
AIL
290
AGF Investments LLC
Ontario, Canada
$847K +$409K +5,215 +93%
MSL
291
Mackay Shields LLC
New York
$828K -$1.38M -17,555 -62%
JG
292
Jefferies Group
New York
$819K +$483K +6,163 +144%
SWP
293
Stratos Wealth Partners
Ohio
$818K +$141K +1,803 +21%
Squarepoint
294
Squarepoint
New York
$816K +$207K +2,636 +34%
AAP
295
Arax Advisory Partners
Colorado
$813K +$157 +2 +0%
CTA
296
Chesley Taft & Associates
Illinois
$804K +$22K +281 +3%
JPMPWA
297
J.P. Morgan Private Wealth Advisors
California
$804K +$171K +2,178 +27%
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$800K – – –
CCM
299
Coldstream Capital Management
Washington
$793K -$8K -102 -1%
VFA
300
Voya Financial Advisors
Connecticut
$774K -$27.1K -350 -3%
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