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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 %
TF
551
Tompkins Financial
New York
$36K – – –
DWA
552
Dougherty Wealth Advisers
Minnesota
$36K +$36K +408 New
MAM
553
Meeder Asset Management
Ohio
$34K +$4.79K +54 +16%
VNA
554
Valley National Advisers
Pennsylvania
$34K +$34K +391 New
SIS
555
Sound Income Strategies
Florida
$33K -$54.4K -621 -62%
CAC
556
Certified Advisory Corp
Florida
$33K +$177 +2 +0.5%
CAGAS
557
Capital Advisory Group Advisory Services
Minnesota
$31K – – –
EIP
558
Ellis Investment Partners
Pennsylvania
$28K +$351 +4 +1%
APC
559
Aspire Private Capital
North Carolina
$27K -$24K -306 Closed
RIA
560
RPG Investment Advisory
California
$27K – – –
QCIG
561
Quad-Cities Investment Group
Iowa
$27K – – –
LWA
562
Lenox Wealth Advisors
New York
$26K +$26K +292 New
CIA
563
CSat Investment Advisory
Michigan
$25K +$2.16K +25 +9%
SFSIG
564
San Francisco Sentry Investment Group
California
$24K – – –
IBOK
565
Independence Bank of Kentucky
Kentucky
$23K +$23K +257 New
VCM
566
Versant Capital Management
Arizona
$22K – – –
TC
567
Truvestments Capital
Florida
$22K – – –
LC
568
Lindbrook Capital
California
$22K +$7.48K +84 +52%
MAM
569
Marquette Asset Management
Minnesota
$20K – – –
BCA
570
Berman Capital Advisors
Georgia
$18K -$9.18K -105 -34%
JPLA
571
Joseph P. Lucia & Associates
New York
$18K +$9K +102 +100%
BWM
572
BerganKDV Wealth Management
Minnesota
$18K +$18K +207 New
FGAM
573
Financial Gravity Asset Management
Texas
$15K -$11.7K -130 -44%
EWM
574
Endurance Wealth Management
Rhode Island
$14K – – –
FEM
575
Fulcrum Equity Management
Texas
$14K +$14K +163 New
21 22
23
24 25