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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 %
NIPH
601
NN Investment Partners Holdings
Netherlands
– -$5.88M -73,906 Closed
RA
602
Resource America
New York
– -$5.68M -71,470 Closed
USAA
603
United Services Automobile Association
Texas
– -$4.59M -57,685 Closed
HCM
604
HGI Capital Management
New York
– -$4.47M -56,157 Closed
Renaissance Technologies
605
Renaissance Technologies
New York
– -$4.21M -52,888 Closed
ZIM
606
Zacks Investment Management
Illinois
– -$3.29M -41,392 Closed
PCM
607
Prelude Capital Management
New York
– -$2.93M -36,875 Closed
BAM
608
Blueshift Asset Management
New Jersey
– -$2.53M -31,808 Closed
MSV
609
MN Services Vermogensbeheer
Netherlands
– -$2.22M -27,873 Closed
PS
610
Presima Securities
Quebec, Canada
– -$1.75M -22,054 Closed
WSC
611
Wellington Shields & Co
New York
– -$1.54M -19,312 Closed
GCA
612
Gideon Capital Advisors
New York
– -$1.42M -17,795 Closed
CBOA
613
Commonwealth Bank of Australia
Australia
– -$1.38M -17,364 Closed
CM
614
Crestline Management
Texas
– -$1.38M -17,329 Closed
PP
615
Paloma Partners
Connecticut
– -$1.22M -15,315 Closed
BI
616
Bramshill Investments
Florida
– -$941K -11,838 Closed
Two Sigma Investments
617
Two Sigma Investments
New York
– -$861K -10,823 Closed
BFM
618
Boothbay Fund Management
New York
– -$844K -10,609 Closed
BA
619
Bridgewater Associates
Connecticut
– -$827K -10,406 Closed
AWM
620
Affinity Wealth Management
Delaware
– -$763K -9,590 Closed
ECM
621
ETrade Capital Management
Virginia
– -$749K -9,426 Closed
AI
622
Atom Investors
Texas
– -$474K -5,966 Closed
OFS
623
OneAscent Financial Services
Alabama
– -$340K -4,275 Closed
DIM
624
DC Investments Management
Virginia
– -$320K -4,025 Closed
SW
625
SVB Wealth
Massachusetts
– -$316K -3,978 Closed
23 24
25
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