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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 %
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$795 +10 +13%
CFD
577
Creative Financial Designs
Indiana
$7K +$5.01K +63 +252%
NCM
578
Next Capital Management
New York
$7K +$7K +84 New
SL
579
Salomon & Ludwin
Virginia
$7K +$7K +90 New
EARNEST Partners
580
EARNEST Partners
Georgia
$6K – – –
HNB
581
Huntington National Bank
Ohio
$6K +$6K +77 New
GEA
582
Glen Eagle Advisors
New Jersey
$5.36K – – –
CHC
583
City Holding Co
West Virginia
$3K – – –
JCM
584
Julex Capital Management
Massachusetts
$3K +$3K +44 New
ZB
585
Zions Bancorporation
Utah
$2K – – –
LPWM
586
Lake Point Wealth Management
Texas
$1K – – –
MWM
587
Meridian Wealth Management
Kentucky
$568 +$568 +715 New
BRWM
588
B. Riley Wealth Management
Tennessee
$290 +$61 +772 +27%
GT
589
Glenmede Trust
Pennsylvania
$144 – – –
Squarepoint
590
Squarepoint
New York
– -$5.88M -76,601 Closed
MAM
591
Martingale Asset Management
Massachusetts
– -$2.63M -34,263 Closed
VIA
592
Vident Investment Advisory
Georgia
– -$2.12M -27,625 Closed
FAM
593
Formidable Asset Management
Ohio
– -$247K -24,245 Closed
Connor, Clark & Lunn Investment Management (CC&L)
594
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.77M -23,075 Closed
Los Angeles Capital Management
595
Los Angeles Capital Management
California
– -$849K -11,066 Closed
NICM
596
Neo Ivy Capital Management
New York
– -$719K -9,383 Closed
SCA
597
Secor Capital Advisors
New York
– -$505K -6,579 Closed
CCM
598
Community Capital Management
Florida
– -$478K -6,228 Closed
Capital Fund Management (CFM)
599
Capital Fund Management (CFM)
France
– -$384K -5,009 Closed
CIC
600
Cornercap Investment Counsel
Georgia
– -$325K -4,234 Closed
22 23
24
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