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W.P. Carey
WPC

Overview Fund Activity

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$232M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$55.6M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$30.5M
4
State Street
State Street
Massachusetts
+$22.8M
5
UBS AM
UBS AM
Illinois
+$20.6M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$41M
2
Charles Schwab
Charles Schwab
California
-$29.8M
3
CIM
Centersquare Investment Management
Pennsylvania
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$15.4M
5
BlackRock
BlackRock
New York
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
326
D.E. Shaw & Co
New York
$516K +$516K +5,889 New
CCM
327
Covington Capital Management
California
$515K +$515K +5,871 New
FNBOMD
328
First National Bank of Mount Dora
Florida
$510K – – –
SCCM
329
Schafer Cullen Capital Management
New York
$506K – – –
VBFG
330
Vishria Bird Financial Group
Tennessee
$503K -$35.6K -406 -7%
TC
331
TownSquare Capital
Utah
$501K -$51.7K -620 -9%
Fisher Asset Management
332
Fisher Asset Management
Washington
$499K +$1.58K +18 +0.3%
BSW
333
Buckingham Strategic Wealth
Missouri
$496K -$43K -490 -8%
CIAS
334
Capital Investment Advisory Services
North Carolina
$495K -$87.4K -996 -15%
Axa
335
Axa
France
$492K -$18K -205 -4%
FBC
336
Fairfield, Bush & Co
Connecticut
$492K – – –
AIL
337
AGF Investments LLC
Ontario, Canada
$490K +$114K +1,299 +30%
JWM
338
Jackson Wealth Management
Florida
$490K +$490K +5,512 New
AG
339
AlphaSimPlex Group
Massachusetts
$488K -$152K -1,739 -24%
AF
340
Advisornet Financial
Minnesota
$486K -$62.3K -710 -11%
RIM
341
Redpoint Investment Management
Australia
$472K – – –
BFS
342
Bradley Foster & Sargent
Connecticut
$468K -$22.4K -255 -5%
DDC
343
DF Dent & Co
Maryland
$456K – – –
AWA
344
Arete Wealth Advisors
Illinois
$455K -$22.6K -265 -5%
CPA
345
Capital Planning Advisors
California
$454K – – –
BCWM
346
Blue Chip Wealth Management
Florida
$454K +$88 +1 +0%
ECM
347
Evergreen Capital Management
Washington
$452K – – –
BWP
348
Baldwin Wealth Partners
Massachusetts
$448K – – –
SXL
349
Summit X LLC
Missouri
$442K -$210K -2,384 -32%
TSS
350
Two Sigma Securities
New York
$436K -$367K -4,186 -46%
12 13
14
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