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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 %
LA
326
LexAurum Advisors
Kansas
$650K – – –
AAM
327
Advisors Asset Management
Colorado
$649K -$200K -2,552 -24%
RIM
328
Redpoint Investment Management
Australia
$648K +$226K +2,882 +54%
PP
329
Prudential plc
United Kingdom
$647K -$31.7K -404 -5%
ACG
330
Allen Capital Group
Nebraska
$647K -$3.37K -43 -0.5%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$635K +$40.7K +519 +7%
WSTAM
332
Wilbanks Smith & Thomas Asset Management
Virginia
$614K +$121K +1,543 +25%
APW
333
Austin Private Wealth
Texas
$614K +$614K +7,833 New
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$612K – – –
SS
335
Sunbelt Securities
Texas
$593K -$44.3K -565 -7%
LWP
336
Legacy Wealth Partners
California
$590K +$590K +7,148 New
LOAMS
337
Lombard Odier Asset Management (Switzerland)
Switzerland
$588K +$279K +3,559 +90%
WEC
338
Winslow Evans & Crocker
Massachusetts
$582K -$3.85K -49 -0.7%
MS
339
Madden Securities
Texas
$580K +$580K +7,402 New
SBIA
340
Sheaff Brock Investment Advisors
Indiana
$577K +$5.64K +72 +1%
MA
341
MANA Advisors
New York
$576K +$576K +7,351 New
DA
342
Detalus Advisors
Missouri
$573K +$573K +7,306 New
LFAS
343
Level Four Advisory Services
Texas
$563K -$11.2K -144 -2%
PS
344
Pensionfund Sabic
Netherlands
$560K +$560K +7,147 New
ACM
345
Ayrshire Capital Management
Connecticut
$555K +$555K +7,079 New
TCM
346
Teza Capital Management
Illinois
$544K +$355K +4,535 +188%
NFG
347
Next Financial Group
Texas
$538K -$91.1K -1,161 -14%
OC
348
Oppenheimer & Co
New York
$536K +$281K +3,578 +110%
KFA
349
Krane Funds Advisors
New York
$522K +$55K +702 +12%
PTC
350
Philadelphia Trust Company
Pennsylvania
$520K – – –
12 13
14
15 16