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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 %
Rockefeller Capital Management
576
Rockefeller Capital Management
New York
$13K – – –
FMB
577
Field & Main Bank
Kentucky
$11K – – –
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$11K – – –
PCM
579
Penserra Capital Management
California
$10K +$10K +123 New
AIM
580
Advantage Investment Management
Iowa
$9K -$9K -102 -50%
PO
581
Private Ocean
California
$9K – – –
CFN
582
Cordasco Financial Network
Florida
$9K +$9K +97 New
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
SL
584
Salomon & Ludwin
Virginia
$8K – – –
ONST
585
Old North State Trust
North Carolina
$8K – – –
EARNEST Partners
586
EARNEST Partners
Georgia
$6K – – –
GEA
587
Glen Eagle Advisors
New Jersey
$5.91K – – –
JCM
588
Julex Capital Management
Massachusetts
$4K – – –
CHC
589
City Holding Co
West Virginia
$4K – – –
ZB
590
Zions Bancorporation
Utah
$3K – – –
PRC
591
Pearl River Capital
Michigan
$2K +$2K +18 New
ECM
592
EII Capital Management
New York
$1.83K +$389 +4,440 +27%
PFBT
593
Parkside Financial Bank & Trust
Missouri
$1K -$39.8K -398 -98%
Simplex Trading
594
Simplex Trading
Illinois
$1K +$1K +13 New
GT
595
Glenmede Trust
Pennsylvania
$186 +$27 +306 +17%
SWP
596
Strategic Wealth Partners
Ohio
$30 – – –
BC
597
Brookfield Corp
Ontario, Canada
– -$41M -515,752 Closed
GLA
598
Great Lakes Advisors
Illinois
– -$12.9M -162,832 Closed
DA
599
Denali Advisors
California
– -$8.57M -107,818 Closed
SCM
600
Shoals Capital Management
Virginia
– -$8.12M -102,100 Closed
22 23
24
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