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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 %
LI
476
LVZ Inc
Michigan
$247K – – –
RCM
477
RB Capital Management
Nevada
$243K +$243K +3,095 New
BWM
478
BCS Wealth Management
Tennessee
$243K +$243K +3,104 New
DC
479
Derby & Company
Massachusetts
$241K – – –
HIMC
480
Heritage Investors Management Corp
Maryland
$240K – – –
QCG
481
Quadrant Capital Group
Ohio
$240K +$201K +2,658 +510%
EGM
482
Engineers Gate Manager
New York
$240K +$240K +3,064 New
BAS
483
Brown Advisory Securities
Maryland
$238K – – –
DAS
484
Dynamic Advisor Solutions
Arizona
$232K – – –
RIA
485
Realta Investment Advisors
Delaware
$231K +$108K +1,321 +88%
IWP
486
IAG Wealth Partners
Wisconsin
$231K +$231K +2,943 New
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$229K -$65.2K -830 -22%
LWM
488
Lenox Wealth Management
Ohio
$229K – – –
CT
489
Cambridge Trust
Massachusetts
$227K – – –
WIC
490
Whitegate Investment Counselors
New Hampshire
$226K -$23.9K -305 -10%
ACM
491
AlphaStar Capital Management
North Carolina
$226K +$157 +2 +0.1%
WAG
492
Winthrop Advisory Group
Massachusetts
$226K +$37.9K +483 +20%
WPP
493
Whalerock Point Partners
Rhode Island
$223K – – –
PA
494
Prism Advisors
California
$223K – – –
SCM
495
Stevens Capital Management
Pennsylvania
$219K +$219K +2,791 New
SBSB
496
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K +$219K +2,795 New
ARMT
497
Amica Retiree Medical Trust
Rhode Island
$218K – – –
PIA
498
Perennial Investment Advisors
California
$217K +$217K +2,769 New
BCM
499
Brookstone Capital Management
Illinois
$216K -$92.4K -1,178 -30%
APP
500
Avantax Planning Partners
Iowa
$214K – – –
18 19
20
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