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W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2B
2
State Street
State Street
Massachusetts
$578M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$387M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$46.3M
5
BlackRock
BlackRock
New York
$1.11B

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
Two Sigma Investments
New York
$861K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
476
Fidelity Investments
Massachusetts
$151K -$10.6M -133,508 -99%
ESB
477
Essex Savings Bank
Connecticut
$148K – – –
JFA
478
JNBA Financial Advisors
Minnesota
$147K -$10.3K -130 -7%
KFS
479
Kelly Financial Services
Massachusetts
$145K – – –
TCOV
480
Trust Company of Vermont
Vermont
$142K – – –
FWM
481
Focused Wealth Management
New York
$141K -$67.5K -852 -32%
THWM
482
Taylor Hoffman Wealth Management
Virginia
$132K – – –
LS
483
Livforsakringsbolaget Skandia
Sweden
$130K – – –
SBL
484
Sargent Bickham Lagudis
Colorado
$130K +$55K +690 +73%
CL
485
CSS LLC
Illinois
$130K +$130K +1,634 New
GI
486
Gradient Investments
Minnesota
$125K – – –
FMP
487
Financial Management Professionals
Texas
$120K -$116K – –
RIA
488
Realta Investment Advisors
Delaware
$120K – – –
DWM
489
Doyle Wealth Management
Florida
$118K +$118K +1,486 New
SFA
490
Semmax Financial Advisors
North Carolina
$117K – – –
GWMIA
491
Global Wealth Management Investment Advisory
Florida
$114K -$8.09K -102 -7%
IFAM
492
Institutional & Family Asset Management
Colorado
$107K – – –
SPIA
493
Steward Partners Investment Advisory
New York
$107K +$107K +1,352 New
Point72 Asset Management
494
Point72 Asset Management
Connecticut
$106K +$106K +1,327 New
KPCM
495
Kings Point Capital Management
New York
$99K – – –
KTC
496
Kistler-Tiffany Companies
Pennsylvania
$97K +$8.08K +102 +9%
AS
497
Altshuler Shaham
Israel
$90K +$42.8K +533 +90%
WT
498
Whittier Trust
California
$89K – – –
RCAG
499
Rehmann Capital Advisory Group
Michigan
$84.5K – – –
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K – – –
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