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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 %
PFP
301
Pinnacle Financial Partners
Tennessee
$772K – – –
NFG
302
Noven Financial Group
Colorado
$764K +$2.43K +31 +0.3%
BIAS
303
Beacon Investment Advisory Services
New Jersey
$761K +$84.8K +1,081 +13%
IWA
304
Independence Wealth Advisors
Virginia
$755K +$314 +4 +0%
FHA
305
Flagship Harbor Advisors
Massachusetts
$754K +$13.4K +171 +2%
CIC
306
Carnegie Investment Counsel
Ohio
$752K -$72.9K -930 -9%
HIA
307
Harbor Investment Advisory
Maryland
$749K +$749K +9,556 New
RA
308
RFG Advisory
Alabama
$738K -$7.45K -95 -1%
Ensign Peak Advisors
309
Ensign Peak Advisors
Utah
$732K +$732K +9,338 New
SS
310
Simplicity Solutions
Minnesota
$723K +$34.2K +437 +5%
KCM
311
Kathmere Capital Management
Pennsylvania
$721K +$721K +9,193 New
MAM
312
Morse Asset Management
Connecticut
$720K – – –
SC
313
Sawyer & Company
Massachusetts
$720K +$568K +7,244 +372%
ACC
314
Accident Compensation Corp
New Zealand
$720K +$720K +9,189 New
Wellington Management Group
315
Wellington Management Group
Massachusetts
$718K +$135K +1,723 +23%
DI
316
Diligent Investors
California
$710K -$784 -10 -0.1%
KA
317
Kovack Advisors
Florida
$710K +$22.4K +285 +3%
Prudential Financial
318
Prudential Financial
New Jersey
$702K -$80K -1,021 -10%
FMBTD
319
First Midwest Bank Trust Division
Illinois
$699K +$111K +1,419 +19%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$692K -$88K -1,123 -11%
EH
321
Equitable Holdings
New York
$691K +$691K +8,819 New
AF
322
Advisornet Financial
Minnesota
$672K +$237K +3,028 +55%
BAM
323
Belpointe Asset Management
Nevada
$658K +$21.4K +273 +3%
MSS
324
Mitchell Sinkler & Starr
Pennsylvania
$657K +$157K +1,996 +31%
Allianz Asset Management
325
Allianz Asset Management
Germany
$652K -$117K -1,492 -15%
11 12
13
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