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W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$77.3M
2
State Street
State Street
Massachusetts
+$67.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$66.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$28.1M
5
BlackRock
BlackRock
New York
+$25.1M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$71.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$14.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$12.7M
4
Two Sigma Investments
Two Sigma Investments
New York
-$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
376
Garrison Asset Management
Arkansas
$343K – – –
POIA
377
Pin Oak Investment Advisors
Texas
$343K – – –
AIC
378
Archer Investment Corporation
Indiana
$341K -$8.11K -102 -2%
AIL
379
AGF Investments LLC
Ontario, Canada
$341K +$99.6K +1,254 +41%
OFS
380
OneAscent Financial Services
Alabama
$340K +$340K +4,275 New
WG
381
Winton Group
United Kingdom
$338K -$405K -5,099 -55%
HFA
382
High Falls Advisors
New York
$333K -$333K – –
VHAM
383
Van Hulzen Asset Management
California
$329K -$32.5K -409 -9%
ACI
384
Alpha Cubed Investments
California
$329K +$44.4K +558 +16%
BPA
385
Beacon Pointe Advisors
California
$327K -$29.2K -367 -8%
HPC
386
HM Payson & Co
Maine
$327K +$327K +4,115 New
TFA
387
TPG Financial Advisors
Oregon
$325K -$55.5K -686 -15%
TD Asset Management
388
TD Asset Management
Ontario, Canada
$324K +$238 +3 +0.1%
LNWWM
389
Laird Norton Wetherby Wealth Management
California
$323K +$47.1K +592 +17%
DIM
390
DC Investments Management
Virginia
$320K -$337K -4,241 -51%
JA
391
JOYN Advisors
Georgia
$317K +$317K +3,884 New
SW
392
SVB Wealth
Massachusetts
$316K -$148K -1,868 -32%
KIM
393
Karpus Investment Management
New York
$316K – – –
LA
394
LVW Advisors
New York
$308K +$308K +3,877 New
CWM
395
Cornerstone Wealth Management
Missouri
$305K -$35.1K -442 -10%
JIC
396
Joel Isaacson & Co
New York
$305K – – –
LMAM
397
Legg Mason Asset Management
Japan
$304K -$257K -3,227 -46%
JIP
398
Jaffetilchin Investment Partners
Florida
$304K +$56.1K +705 +23%
FI
399
FormulaFolio Investments
Michigan
$302K -$34.6K -435 -10%
CG
400
Colony Group
Massachusetts
$301K +$3.11K +39 +1%
14 15
16
17 18