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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 %
NIT
601
NumerixS Investment Technologies
British Columbia, Canada
– -$298K -3,880 Closed
GFPC
602
Global Financial Private Capital
Florida
– -$288K -3,704 Closed
JG
603
Jefferies Group
New York
– -$270K -3,522 Closed
KeyBank National Association
604
KeyBank National Association
Ohio
– -$265K -3,454 Closed
PIMG
605
Patriot Investment Management Group
Tennessee
– -$250K -3,267 Closed
VWA
606
V Wealth Advisors
Kansas
– -$247K -3,205 Closed
BCM
607
BlueCrest Capital Management
Jersey
– -$246K -3,201 Closed
PNC
608
Park National Corp
Ohio
– -$245K -3,192 Closed
RC
609
Roundview Capital
New Jersey
– -$232K -3,019 Closed
CPIG
610
Chicago Partners Investment Group
Illinois
– -$221K -2,935 Closed
BAM
611
Bruderman Asset Management
New York
– -$213K -2,780 Closed
FHB
612
First Hawaiian Bank
Hawaii
– -$173K -2,256 Closed
BBNA
613
Bremer Bank National Association
Minnesota
– -$161K -2,073 Closed
HTC
614
Haverford Trust Company
Pennsylvania
– -$157K -2,042 Closed
AIC
615
Ameritas Investment Company
Nebraska
– -$128K -1,662 Closed
Simplex Trading
616
Simplex Trading
Illinois
– -$74K -971 Closed
MC
617
Machina Capital
France
– -$60K -782 Closed
SWM
618
SeaCrest Wealth Management
New York
– -$59K -766 Closed
SIM
619
Sonora Investment Management
Arizona
– -$55K -715 Closed
DWA
620
Dougherty Wealth Advisers
Minnesota
– -$31K -408 Closed
AWM
621
Arbor Wealth Management
Florida
– -$25K -327 Closed
VFA
622
Valeo Financial Advisors
Indiana
– -$19K -248 Closed
MIM
623
MetLife Investment Management
New Jersey
– -$17.1K -223 Closed
BMM
624
Buffington Mohr McNeal
Idaho
– -$17K -220 Closed
CHP
625
Cable Hill Partners
Oregon
– -$11K -147 Closed
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