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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 %
OPS
526
Orion Portfolio Solutions
Nebraska
$131K +$131K +1,674 New
THWM
527
Taylor Hoffman Wealth Management
Virginia
$130K – – –
SBL
528
Sargent Bickham Lagudis
Colorado
$129K +$627 +8 +0.5%
GI
529
Gradient Investments
Minnesota
$123K – – –
TFA
530
Tobias Financial Advisors
Florida
$122K +$122K +1,559 New
LWS
531
Lucia Wealth Services
California
$119K -$52.2K -667 -30%
FMP
532
Financial Management Professionals
Texas
$119K – – –
AIM
533
AIA Investment Management
Singapore
$110K +$30.7K +392 +39%
KPCM
534
Kings Point Capital Management
New York
$109K – – –
GWMIA
535
Global Wealth Management Investment Advisory
Florida
$107K -$5.23K -67 -5%
JFA
536
JNBA Financial Advisors
Minnesota
$107K – – –
IFAM
537
Institutional & Family Asset Management
Colorado
$106K – – –
PO
538
Private Ocean
California
$104K +$96.6K +1,230 +1,309%
NIT
539
NumerixS Investment Technologies
British Columbia, Canada
$104K +$104K +1,327 New
PA
540
PSI Advisors
Florida
$99K +$99K +1,263 New
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$96K – – –
LS
542
Livforsakringsbolaget Skandia
Sweden
$88K -$40K -511 -31%
WT
543
Whittier Trust
California
$88K – – –
FGAM
544
Financial Gravity Asset Management
Texas
$86K -$82K -81 -49%
GDP
545
Great Diamond Partners
Maine
$85K +$85K +1,092 New
HWA
546
Heritage Wealth Advisors
Virginia
$84.4K +$24.3K +310 +40%
QAM
547
QCI Asset Management
New York
$83K +$783 +10 +1%
BBHC
548
Brown Brothers Harriman & Co
New York
$80K -$940 -12 -1%
QT
549
Quantbot Technologies
New York
$79K +$79K +1,017 New
HR
550
Howe & Rusling
New York
$78K +$78K +996 New
20 21
22
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