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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 %
RJT
351
Raymond James Trust
Florida
$513K +$34.5K +441 +7%
TCWM
352
Total Clarity Wealth Management
Illinois
$513K +$513K +6,540 New
MCP
353
Mirador Capital Partners
California
$505K +$4.24K +54 +0.8%
Nordea Investment Management
354
Nordea Investment Management
Sweden
$497K +$2.4K +31 +0.5%
PTC
355
Private Trust Company
Ohio
$496K -$160K -2,042 -24%
CFGS
356
Concourse Financial Group Securities
Alabama
$496K +$422K +5,319 +572%
CAS
357
Cascadia Advisory Services
Oregon
$487K +$487K +6,212 New
BSW
358
Buckingham Strategic Wealth
Missouri
$482K +$38.9K +497 +9%
DMK
359
David M. Knott
$480K – – –
Fisher Asset Management
360
Fisher Asset Management
Washington
$475K +$28.5K +363 +6%
Axa
361
Axa
France
$471K +$31.9K +407 +7%
Assenagon Asset Management
362
Assenagon Asset Management
Luxembourg
$467K +$190K +2,424 +69%
CFG
363
Cooper Financial Group
California
$465K +$82.9K +1,058 +22%
Verition Fund Management
364
Verition Fund Management
Connecticut
$464K +$464K +5,914 New
CIAS
365
Capital Investment Advisory Services
North Carolina
$463K +$20.4K +260 +5%
CCM
366
Covington Capital Management
California
$460K – – –
FNBOMD
367
First National Bank of Mount Dora
Florida
$456K – – –
BRWA
368
B. Riley Wealth Advisors
Florida
$454K -$85.4K -1,089 -16%
SCCM
369
Schafer Cullen Capital Management
New York
$446K -$6.03K -77 -1%
BFM
370
Boston Financial Management
Massachusetts
$444K +$444K +5,661 New
FBC
371
Fairfield, Bush & Co
Connecticut
$440K – – –
TC
372
TownSquare Capital
Utah
$438K -$34.1K -434 -7%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$437K -$194K -2,464 -31%
VBFG
374
Vishria Bird Financial Group
Tennessee
$437K -$12.8K -163 -3%
AG
375
AlphaSimPlex Group
Massachusetts
$436K – – –
13 14
15
16 17