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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 %
AP
451
Appleton Partners
Massachusetts
$288K – – –
SC
452
Stratford Consulting
Texas
$287K +$3.21K +41 +1%
SSB
453
Sandy Spring Bank
Maryland
$286K +$74.9K +955 +35%
ACI
454
Alpha Cubed Investments
California
$284K -$32.1K -409 -10%
VHAM
455
Van Hulzen Asset Management
California
$277K -$32K -408 -10%
OI
456
Oakbrook Investments
Illinois
$277K – – –
AFP
457
Ausdal Financial Partners
Iowa
$275K -$371K -4,495 -57%
CAM
458
Carret Asset Management
New York
$274K +$274K +3,498 New
Qube Research & Technologies (QRT)
459
Qube Research & Technologies (QRT)
United Kingdom
$274K +$274K +3,500 New
APA
460
American Portfolios Advisors
New York
$271K +$33.5K +427 +14%
ZAM
461
Zevin Asset Management
Massachusetts
$269K – – –
MPW
462
MA Private Wealth
California
$269K +$1.18K +15 +0.4%
NA
463
NewEdge Advisors
Louisiana
$266K -$98.2K -1,255 -27%
PIA
464
Pinion Investment Advisors
Kansas
$266K -$12.4K -158 -4%
PCM
465
Poehling Capital Management
Wisconsin
$263K – – –
LIA
466
LS Investment Advisors
Michigan
$260K – – –
SFA
467
Sequoia Financial Advisors
Ohio
$259K – – –
BBVA
468
Banco Bilbao Vizcaya Argentaria
Spain
$258K +$258K +3,293 New
LWMM
469
Legacy Wealth Management (Mississippi)
Mississippi
$256K +$256K +3,267 New
Lazard Asset Management
470
Lazard Asset Management
New York
$256K – – –
AF
471
Allworth Financial
California
$255K +$1.57K +20 +0.6%
VV
472
Verity & Verity
South Carolina
$252K +$1.96K +25 +0.8%
CWM
473
Cornerstone Wealth Management
Missouri
$252K +$6.35K +81 +3%
PWLP
474
Prio Wealth Limited Partnership
Massachusetts
$248K – – –
SFS
475
Sowell Financial Services
Arkansas
$247K -$250K -3,180 -50%
17 18
19
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