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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 %
GWS
526
Glassman Wealth Services
Virginia
$44K – – –
Korea Investment Corp
527
Korea Investment Corp
South Korea
$43K -$254K -3,165 -86%
BC
528
Barnett & Company
Tennessee
$43K – – –
PCP
529
Proficio Capital Partners
Massachusetts
$43K +$2.22K +28 +5%
OC
530
Oakworth Capital
Alabama
$41K – – –
TIM
531
Tortoise Investment Management
New York
$39K – – –
HI
532
Human Investing
Oregon
$39K – – –
QCG
533
Quadrant Capital Group
Ohio
$38K – – –
FCA
534
FinTrust Capital Advisors
South Carolina
$38K +$479 +6 +1%
TF
535
Tompkins Financial
New York
$33K – – –
PFBT
536
Parkside Financial Bank & Trust
Missouri
$33K +$26.4K +327 +404%
PCG
537
Private Capital Group
Connecticut
$32K -$133K -2,022 -81%
MF
538
Manchester Financial
California
$32K +$32K +408 New
VNA
539
Valley National Advisers
Pennsylvania
$31K -$30K – –
CAC
540
Certified Advisory Corp
Florida
$29K -$79.9K -1,019 -73%
CAGAS
541
Capital Advisory Group Advisory Services
Minnesota
$28K – – –
SWP
542
Strategic Wealth Partners
Ohio
$27K -$48.6K -614 -64%
MAM
543
Meeder Asset Management
Ohio
$26K -$37.1K -470 -59%
CFA
544
Camarda Financial Advisors
Florida
$25K -$60.8K -751 -71%
AOWM
545
Alpha Omega Wealth Management
Virginia
$25K – – –
APC
546
Aspire Private Capital
North Carolina
$24K – – –
QCIG
547
Quad-Cities Investment Group
Iowa
$24K – – –
RIA
548
RPG Investment Advisory
California
$24K – – –
BCA
549
Berman Capital Advisors
Georgia
$24K +$926 +12 +4%
FGAM
550
Financial Gravity Asset Management
Texas
$24K +$8.76K +108 +57%
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