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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 %
KFA
551
Krane Funds Advisors
New York
$24K +$24K +301 New
EIP
552
Ellis Investment Partners
Pennsylvania
$24K +$24K +315 New
SFSIG
553
San Francisco Sentry Investment Group
California
$22K -$568 -7 -3%
RWA
554
Redhawk Wealth Advisors
Minnesota
$22K +$22K +283 New
CIA
555
CSat Investment Advisory
Michigan
$21K +$21K +265 New
TC
556
Truvestments Capital
Florida
$20K +$20K +255 New
VCM
557
Versant Capital Management
Arizona
$20K +$20K +255 New
TPWA
558
TRUE Private Wealth Advisors
Oregon
$19K +$19K +248 New
MAM
559
Marquette Asset Management
Minnesota
$18K – – –
BWM
560
BerganKDV Wealth Management
Minnesota
$16K -$15K – –
AIM
561
Advantage Investment Management
Iowa
$16K – – –
Parallax Volatility Advisers
562
Parallax Volatility Advisers
California
$15K +$15K +185 New
EWM
563
Executive Wealth Management
Michigan
$13K – – –
EWM
564
Endurance Wealth Management
Rhode Island
$13K – – –
PCM
565
Peregrine Capital Management
Minnesota
$12K – – –
LC
566
Lindbrook Capital
California
$12K – – –
CAW
567
Cornerstone Advisors (Washington)
Washington
$12K +$1.24K +15 +12%
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
$11K – – –
FMB
569
Field & Main Bank
Kentucky
$10K – – –
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$10K – – –
CB
571
Community Bank
New York
$9K – – –
FNB
572
Farmers National Bank
Kentucky
$8K – – –
JPLA
573
Joseph P. Lucia & Associates
New York
$8K +$8K +102 New
ONST
574
Old North State Trust
North Carolina
$7K – – –
PO
575
Private Ocean
California
$7K – – –
21 22
23
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