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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
$2.26B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M
4
State Street
State Street
Massachusetts
$659M
5
UBS AM
UBS AM
Illinois
$116M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Charles Schwab
Charles Schwab
California
$40.5M
3
CIM
Centersquare Investment Management
Pennsylvania
$144M
4
Goldman Sachs
Goldman Sachs
New York
$75M
5
BlackRock
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$76K -$15.7K -179 -17%
AIS
527
Accurate Investment Solutions
Pennsylvania
$74K – – –
CB
528
Community Bank
New York
$73K +$63.4K +723 +657%
CWM
529
Cedar Wealth Management
California
$72K – – –
MA
530
MCF Advisors
Kentucky
$70K – – –
BHWM
531
Bay Harbor Wealth Management
Maryland
$68K – – –
HWA
532
Heritage Wealth Advisors
Virginia
$67K – – –
PMFA
533
Plante Moran Financial Advisors
Michigan
$63K – – –
PCM
534
Price Capital Management
Louisiana
$63K +$63K +715 New
RFA
535
Reilly Financial Advisors
California
$60K -$10.4K -119 -15%
LFG
536
LifePlan Financial Group
Ohio
$58K -$12.4K -141 -18%
MCM
537
McMillion Capital Management
North Carolina
$58K – – –
CAL
538
Capital Analysts LLC
Pennsylvania
$57K – – –
PI
539
PineBridge Investments
New York
$54K – – –
GRP
540
Global Retirement Partners
California
$54K +$523 +6 +1%
LWANC
541
Laurel Wealth Advisors (North Carolina)
North Carolina
$53K – – –
TCM
542
TD Capital Management
Tennessee
$51K +$619 +7 +1%
1NWS
543
1 North Wealth Services
Maryland
$50K +$50K +572 New
GWS
544
Glassman Wealth Services
Virginia
$49K – – –
Korea Investment Corp
545
Korea Investment Corp
South Korea
$47K – – –
OC
546
Oakworth Capital
Alabama
$45K – – –
TIM
547
Tortoise Investment Management
New York
$43K – – –
QCG
548
Quadrant Capital Group
Ohio
$43K – – –
HI
549
Human Investing
Oregon
$43K – – –
FCA
550
FinTrust Capital Advisors
South Carolina
$42K +$437 +5 +1%
20 21
22
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