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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 %
CCM
576
Cribstone Capital Management
Maine
$45K -$312K -3,968 -87%
1NWS
577
1 North Wealth Services
Maryland
$45K – – –
GWS
578
Glassman Wealth Services
Virginia
$44K – – –
MWP
579
Meridian Wealth Partners
Pennsylvania
$44K +$44K +562 New
Korea Investment Corp
580
Korea Investment Corp
South Korea
$42K – – –
OC
581
Oakworth Capital
Alabama
$40K – – –
TIM
582
Tortoise Investment Management
New York
$38K – – –
HI
583
Human Investing
Oregon
$38K – – –
FCA
584
FinTrust Capital Advisors
South Carolina
$38K +$468 +6 +1%
LWM
585
Lionsbridge Wealth Management
Florida
$35K +$35K +453 New
DWA
586
Dougherty Wealth Advisers
Minnesota
$32K – – –
TF
587
Tompkins Financial
New York
$32K – – –
RCA
588
Ranch Capital Advisors
Florida
$32K +$32K +408 New
MF
589
Manchester Financial
California
$32K +$32K +408 New
CIA
590
CSat Investment Advisory
Michigan
$31K +$8.36K +107 +37%
SIS
591
Sound Income Strategies
Florida
$29K – – –
CAC
592
Certified Advisory Corp
Florida
$29K +$155 +2 +0.5%
SFA
593
Semmax Financial Advisors
North Carolina
$25K -$88.5K -1,143 -78%
PI
594
PEAK6 Investments
Illinois
$25K +$25K +323 New
APC
595
Aspire Private Capital
North Carolina
$24K -$27K – –
RIA
596
RPG Investment Advisory
California
$24K – – –
EIP
597
Ellis Investment Partners
Pennsylvania
$24K +$297 +4 +1%
FWM
598
FSA Wealth Management
Massachusetts
$24K +$24K +300 New
VFA
599
Valeo Financial Advisors
Indiana
$24K +$24K +306 New
LWA
600
Lenox Wealth Advisors
New York
$23K – – –
22 23
24
25 26