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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 %
ARMT
451
Amica Retiree Medical Trust
Rhode Island
$244K +$244K +2,783 New
AssetMark Inc
452
AssetMark Inc
California
$240K +$22.5K +257 +10%
APP
453
Avantax Planning Partners
Iowa
$239K -$15.2K -174 -6%
RWM
454
Ritholtz Wealth Management
New York
$239K – – –
CCA
455
Cobblestone Capital Advisors
New York
$238K – – –
DWA
456
Douglass Winthrop Advisors
New York
$237K +$237K +2,709 New
ATC
457
Argent Trust Co
Tennessee
$236K -$7.29K -83 -3%
SF
458
Synovus Financial
Georgia
$236K – – –
EIA
459
Edgemoor Investment Advisors
Maryland
$236K – – –
SSB
460
Sandy Spring Bank
Maryland
$236K – – –
Truist Financial
461
Truist Financial
North Carolina
$235K +$235K +2,684 New
GT
462
Glenview Trust
Kentucky
$233K – – –
WG
463
Welch Group
Alabama
$233K – – –
PCG
464
Private Capital Group
Connecticut
$233K +$190K +2,144 +442%
CCA
465
Clearwater Capital Advisors
Illinois
$228K – – –
TCM
466
Tuttle Capital Management
Connecticut
$227K +$227K +2,584 New
JF
467
JSF Financial
California
$224K – – –
DSN
468
D. Scott Neal
Kentucky
$221K – – –
KWMG
469
King Wealth Management Group
Florida
$219K +$219K +2,501 New
Tudor Investment Corp
470
Tudor Investment Corp
Connecticut
$216K +$216K +2,463 New
AWM
471
AllSquare Wealth Management
New York
$215K -$18K -205 -8%
PFM
472
Parsec Financial Management
North Carolina
$213K +$213K +2,425 New
TBA
473
Tower Bridge Advisors
Pennsylvania
$211K – – –
TCM
474
Teza Capital Management
Illinois
$211K -$259K -2,958 -55%
HB
475
Homrich & Berg
Georgia
$211K -$14.4K -164 -6%
17 18
19
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