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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 %
N
476
Natixis
France
$211K +$211K +2,401 New
FT
477
Fiduciary Trust
Massachusetts
$211K +$211K +2,403 New
WAG
478
Winthrop Advisory Group
Massachusetts
$210K +$210K +2,397 New
MTC
479
McDaniel Terry & Co
Texas
$208K +$208K +2,375 New
AS
480
Altshuler Shaham
Israel
$207K +$108K +1,221 +109%
GSWM
481
Golden State Wealth Management
California
$204K -$95.2K -1,086 -32%
CPIG
482
Chicago Partners Investment Group
Illinois
$203K +$203K +2,242 New
RG
483
Rathbones Group
United Kingdom
$203K +$203K +2,318 New
MA
484
MUFG Americas
New York
$192K – – –
LWS
485
Lucia Wealth Services
California
$192K +$6.41K +73 +3%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$22.6K -258 -11%
SIC
487
Salem Investment Counselors
North Carolina
$172K – – –
SC
488
Sawyer & Company
Massachusetts
$170K +$170K +1,945 New
PA
489
Parallel Advisors
California
$165K -$44.7K -511 -21%
KFS
490
Kelly Financial Services
Massachusetts
$160K – – –
TCOV
491
Trust Company of Vermont
Vermont
$157K – – –
FWM
492
Focused Wealth Management
New York
$156K – – –
RWA
493
Ropes Wealth Advisors
Massachusetts
$154K -$44.7K -511 -22%
THWM
494
Taylor Hoffman Wealth Management
Virginia
$146K – – –
SBL
495
Sargent Bickham Lagudis
Colorado
$144K +$703 +8 +0.5%
LS
496
Livforsakringsbolaget Skandia
Sweden
$143K – – –
GI
497
Gradient Investments
Minnesota
$137K – – –
SPIA
498
Steward Partners Investment Advisory
New York
$136K +$18K +206 +15%
AIC
499
Ameritas Investment Company
Nebraska
$136K +$136K +1,552 New
FMP
500
Financial Management Professionals
Texas
$133K +$133K +1,514 New
18 19
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