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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.

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
1
PGGM Investments
Netherlands
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.26B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M
4
State Street
4
State Street
Massachusetts
$659M
5
UBS AM
5
UBS AM
Illinois
$116M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Charles Schwab
2
Charles Schwab
California
$40.5M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$144M
4
Goldman Sachs
4
Goldman Sachs
New York
$75M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$60.9M -$4.3M -49,017 -7%
Wells Fargo
27
Wells Fargo
California
$57M +$529K +6,032 +0.9%
Morgan Stanley
28
Morgan Stanley
New York
$47.3M -$5.49M -62,612 -10%
Asset Management One
29
Asset Management One
Japan
$44.9M +$577K +6,582 +1%
First Trust Advisors
30
First Trust Advisors
Illinois
$44.3M -$694K -7,918 -2%
CS
31
Credit Suisse
Switzerland
$41.9M +$19.5K +223 +0%
Charles Schwab
32
Charles Schwab
California
$40.5M -$29.8M -339,633 -42%
LPL Financial
33
LPL Financial
California
$39.7M -$935K -10,665 -2%
Bank of America
34
Bank of America
North Carolina
$34.9M +$2.53M +28,911 +8%
ACM
35
Advisors Capital Management
New Jersey
$33.8M -$375K -4,277 -1%
Deutsche Bank
36
Deutsche Bank
Germany
$33.8M -$10.9M -123,868 -24%
AAMU
37
Amundi Asset Management US
Massachusetts
$31.7M +$8.01M +91,324 +34%
GWM
38
Geneos Wealth Management
Colorado
$30.8M -$654K -7,421 -2%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M +$30.5M +347,963 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$28.3M -$5.41M -61,770 -16%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$26.9M +$114K +1,304 +0.4%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$25.7M +$172K +1,962 +0.7%
BAM
43
Berkshire Asset Management
Pennsylvania
$24.7M -$2.63M -30,004 -10%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$23.8M +$7.69M +87,671 +48%
UH
45
Unigestion Holding
Switzerland
$23.7M +$16.2M +184,698 +216%
PPA
46
Parametric Portfolio Associates
Washington
$22.1M -$4.14M -47,197 -16%
NEIRG
47
New England Investment & Retirement Group
Massachusetts
$22.1M +$7.35M +83,868 +50%
Nomura Asset Management
48
Nomura Asset Management
Japan
$21.3M +$551K +6,289 +3%
SO
49
STRS Ohio
Ohio
$20.7M -$1.04M -11,835 -5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$19.5M +$306K +3,487 +2%
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