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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 %
SWG
376
Summit Wealth Group
Vermont
$427K +$427K +5,452 New
CPA
377
Capital Planning Advisors
California
$422K +$16.1K +205 +4%
FC
378
FORA Capital
Florida
$422K +$422K +5,384 New
BFO
379
Boston Family Office
Massachusetts
$421K -$66.1K -843 -14%
MAFM
380
Mid Atlantic Financial Management
Pennsylvania
$415K +$32.9K +420 +9%
RFM
381
Royal Fund Management
Florida
$415K +$53.4K +682 +15%
PA
382
Profund Advisors
Maryland
$414K -$384K -4,894 -48%
WAM
383
World Asset Management
Michigan
$410K -$162K -2,065 -28%
DDC
384
DF Dent & Co
Maryland
$408K – – –
PCA
385
Personal Capital Advisors
California
$407K +$19.5K +249 +5%
BCWM
386
Blue Chip Wealth Management
Florida
$406K +$78 +1 +0%
BCP
387
Blue Chip Partners
Michigan
$403K +$287K +3,660 +247%
BFS
388
Bradley Foster & Sargent
Connecticut
$400K -$18K -230 -4%
BWP
389
Baldwin Wealth Partners
Massachusetts
$400K – – –
SXL
390
Summit X LLC
Missouri
$398K +$3.62K +46 +0.9%
GT
391
Glenmede Trust
Pennsylvania
$393K +$226K +2,884 +135%
ACM
392
Anfield Capital Management
California
$392K +$392K +4,749 New
CCA
393
Conestoga Capital Advisors
Pennsylvania
$388K – – –
HDIM
394
Hanson & Doremus Investment Management
Vermont
$386K -$1.18K -15 -0.3%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$381K – – –
GAM
396
Garrison Asset Management
Arkansas
$381K +$43.4K +554 +13%
KWM
397
Kingsview Wealth Management
Oregon
$381K +$68.7K +875 +22%
MSFP
398
Mark Sheptoff Financial Planning
Connecticut
$379K – – –
CWM
399
Campbell Wealth Management
Virginia
$377K – – –
LWAC
400
Laurel Wealth Advisors (California)
California
$376K -$232K -2,961 -38%
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16
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