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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.

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
1
BlackRock
New York
$1.21B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$45.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.05B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$61.2M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$7.53M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$10.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$290M
4
State Street
4
State Street
Massachusetts
$539M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$45.2M +$34.5M +440,345 +324%
Ameriprise
27
Ameriprise
Minnesota
$44.9M -$9.49M -120,969 -17%
Morgan Stanley
28
Morgan Stanley
New York
$43.3M +$997K +12,723 +2%
Asset Management One
29
Asset Management One
Japan
$40.5M +$364K +4,643 +0.9%
CS
30
Credit Suisse
Switzerland
$38.7M +$1.25M +15,915 +3%
Charles Schwab
31
Charles Schwab
California
$37.2M +$974K +12,427 +3%
LPL Financial
32
LPL Financial
California
$36.7M +$1.16M +14,818 +3%
ACM
33
Advisors Capital Management
New Jersey
$31M +$710K +9,054 +2%
Deutsche Bank
34
Deutsche Bank
Germany
$29.8M -$379K -4,831 -1%
Bank of America
35
Bank of America
North Carolina
$28.1M -$3.12M -39,736 -10%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$26.4M +$2.37M +30,179 +10%
Barclays
37
Barclays
United Kingdom
$26.2M +$21.1M +269,218 +415%
GWM
38
Geneos Wealth Management
Colorado
$25.5M -$1.7M -21,837 -6%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$24.5M -$864K -11,027 -3%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$23.2M +$418K +5,383 +2%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$23M +$1.68M +21,382 +8%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$22.2M -$5.09M -64,950 -19%
BAM
43
Berkshire Asset Management
Pennsylvania
$21.4M -$681K -8,689 -3%
APG Asset Management
44
APG Asset Management
Netherlands
$21.3M +$9.24M +132,322 +76%
VRS
45
Virginia Retirement Systems
Virginia
$21.1M +$9.29M +118,538 +79%
AAMU
46
Amundi Asset Management US
Massachusetts
$20.8M -$7.48M -95,410 -26%
Nomura Asset Management
47
Nomura Asset Management
Japan
$19.8M +$765K +9,761 +4%
SO
48
STRS Ohio
Ohio
$19.7M +$1.16M +14,748 +6%
National Pension Service
49
National Pension Service
South Korea
$19.2M +$18.2M +231,608 +1,741%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$18.7M +$1.23M +15,707 +7%
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