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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 %
CCA
351
Conestoga Capital Advisors
Pennsylvania
$434K – – –
HDIM
352
Hanson & Doremus Investment Management
Vermont
$433K -$2.28K -26 -0.5%
PCA
353
Personal Capital Advisors
California
$432K -$48.5K -554 -10%
CFG
354
Cooper Financial Group
California
$428K -$279K -3,181 -39%
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$427K -$24.8K -283 -5%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$426K -$9.03K -103 -2%
MSFP
357
Mark Sheptoff Financial Planning
Connecticut
$424K +$14.7K +168 +4%
CWM
358
Campbell Wealth Management
Virginia
$421K – – –
FFSOTS
359
Fiduciary Financial Services of The Southwest
Texas
$419K – – –
S
360
SignatureFD
Georgia
$419K +$33.5K +382 +9%
BBA
361
Braun-Bostich & Associates
Pennsylvania
$416K – – –
NA
362
NewEdge Advisors
Louisiana
$415K +$415K +4,654 New
BOH
363
Bank of Hawaii
Hawaii
$414K – – –
LNC
364
Lincoln National Corp
Pennsylvania
$407K -$51.9K -592 -11%
RFM
365
Royal Fund Management
Florida
$404K -$15.9K -182 -4%
MC
366
Moors & Cabot
Massachusetts
$403K +$403K +4,596 New
FC
367
FCA Corp
Texas
$400K – – –
Manulife (Manufacturers Life Insurance)
368
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$399K +$127K +1,437 +47%
CCM
369
Cribstone Capital Management
Maine
$398K -$59.9K -683 -13%
PWA
370
Physician Wealth Advisors
Utah
$397K +$397K +4,861 New
IRF
371
IBM Retirement Fund
New York
$396K -$3.16K -36 -0.8%
RFC
372
Regions Financial Corp
Alabama
$392K +$1.05K +12 +0.3%
WS
373
Wedbush Securities
California
$388K -$2.89K -33 -0.7%
GT
374
Greenleaf Trust
Michigan
$388K – – –
PHIMC
375
Private Harbour Investment Management & Counsel
Ohio
$387K -$35.8K -408 -8%
13 14
15
16 17