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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
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 %
N
501
Natixis
France
$214K +$28K +361 +15%
VCP
502
Verus Capital Partners
Arizona
$214K +$214K +2,734 New
CCA
503
Cobblestone Capital Advisors
New York
$213K – – –
GC
504
Grimes & Company
Massachusetts
$213K +$213K +2,714 New
AIG
505
American International Group
New York
$212K -$7.13K -91 -3%
EIA
506
Edgemoor Investment Advisors
Maryland
$211K – – –
SF
507
Synovus Financial
Georgia
$211K – – –
WG
508
Welch Group
Alabama
$208K – – –
GT
509
Glenview Trust
Kentucky
$208K – – –
CCA
510
Clearwater Capital Advisors
Illinois
$204K – – –
FT
511
Fiduciary Trust
Massachusetts
$204K +$16K +205 +9%
TBA
512
Tower Bridge Advisors
Pennsylvania
$200K – – –
AAM
513
Ameraudi Asset Management
New York
$200K +$200K +2,553 New
AWM
514
AllSquare Wealth Management
New York
$192K – – –
MA
515
MUFG Americas
New York
$172K – – –
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$235 +3 +0.1%
KPW
517
Kore Private Wealth
New York
$163K +$163K +2,078 New
SIC
518
Salem Investment Counselors
North Carolina
$154K – – –
PA
519
Parallel Advisors
California
$150K +$2.04K +26 +1%
KFS
520
Kelly Financial Services
Massachusetts
$143K – – –
SPIA
521
Steward Partners Investment Advisory
New York
$142K +$20.2K +258 +17%
FWM
522
Focused Wealth Management
New York
$140K – – –
TCOV
523
Trust Company of Vermont
Vermont
$140K – – –
RWA
524
Ropes Wealth Advisors
Massachusetts
$138K – – –
PCM
525
Prelude Capital Management
New York
$131K +$131K +1,668 New
19 20
21
22 23