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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 %
TD Asset Management
376
TD Asset Management
Ontario, Canada
$385K +$26.9K +306 +7%
LMAM
377
Legg Mason Asset Management
Japan
$385K +$50.1K +571 +15%
GAM
378
Garrison Asset Management
Arkansas
$378K – – –
POIA
379
Pin Oak Investment Advisors
Texas
$378K – – –
AIC
380
Archer Investment Corporation
Indiana
$376K – – –
OIA
381
Optimum Investment Advisors
Illinois
$376K +$89.5K +1,021 +31%
JG
382
Jefferies Group
New York
$376K +$376K +4,288 New
TFA
383
TPG Financial Advisors
Oregon
$371K +$18.8K +214 +5%
AP
384
Advisor Partners
California
$368K +$368K +4,203 New
HFA
385
High Falls Advisors
New York
$367K +$367K +4,183 New
HPC
386
HM Payson & Co
Maine
$361K – – –
CAC
387
Cowen and Company
New York
$358K +$358K +4,084 New
BPA
388
Beacon Pointe Advisors
California
$355K -$4.2K -48 -1%
CPO
389
Cerity Partners OCIO
New York
$354K -$144K -1,643 -29%
ACI
390
Alpha Cubed Investments
California
$353K -$8.93K -102 -2%
KWM
391
Kingsview Wealth Management
Oregon
$349K +$36.6K +417 +12%
KIM
392
Karpus Investment Management
New York
$348K – – –
VHAM
393
Van Hulzen Asset Management
California
$345K -$17.9K -204 -5%
BCM
394
Brookstone Capital Management
Illinois
$345K +$72.8K +829 +27%
LOAMS
395
Lombard Odier Asset Management (Switzerland)
Switzerland
$345K +$345K +3,941 New
OWD
396
Osborn Williams & Donohoe
Ohio
$340K -$80.5K -919 -19%
LA
397
LVW Advisors
New York
$340K – – –
JIP
398
Jaffetilchin Investment Partners
Florida
$338K +$3.68K +42 +1%
JIC
399
Joel Isaacson & Co
New York
$336K – – –
CG
400
Colony Group
Massachusetts
$332K +$351 +4 +0.1%
14 15
16
17 18