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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 %
JA
626
JOYN Advisors
Georgia
– -$317K -3,884 Closed
FRM
627
Fox Run Management
Connecticut
– -$294K -3,692 Closed
CCT
628
Capital City Trust
Florida
– -$282K -3,551 Closed
CAM
629
Carret Asset Management
New York
– -$278K -3,498 Closed
IFWM
630
Institute for Wealth Management
Colorado
– -$268K -3,375 Closed
5L
631
55I LLC
Massachusetts
– -$268K -3,368 Closed
CIA
632
Capital Investment Advisors
Georgia
– -$232K -2,915 Closed
HS
633
HighVista Strategies
Massachusetts
– -$227K -2,859 Closed
CG
634
Cutler Group
California
– -$215K -2,708 Closed
KPW
635
Kore Private Wealth
New York
– -$212K -2,670 Closed
LCM
636
Leisure Capital Management
California
– -$212K -2,668 Closed
QT
637
Quantbot Technologies
New York
– -$208K -2,628 Closed
VAG
638
VisionPoint Advisory Group
Texas
– -$203K -2,553 Closed
AWA
639
Acorn Wealth Advisors
Michigan
– -$214K -2,491 Closed
ESB
640
Essex Savings Bank
Connecticut
– -$148K -1,861 Closed
CL
641
CSS LLC
Illinois
– -$130K -1,634 Closed
DWM
642
Doyle Wealth Management
Florida
– -$118K -1,486 Closed
MWM
643
Meridian Wealth Management
Kentucky
– -$568 -715 Closed
PCP
644
Proficio Capital Partners
Massachusetts
– -$43K -542 Closed
BC
645
Barnett & Company
Tennessee
– -$43K -541 Closed
MF
646
Manchester Financial
California
– -$32K -408 Closed
CFA
647
Camarda Financial Advisors
Florida
– -$25K -309 Closed
RWA
648
Redhawk Wealth Advisors
Minnesota
– -$22K -283 Closed
TPWA
649
TRUE Private Wealth Advisors
Oregon
– -$19K -248 Closed
Parallax Volatility Advisers
650
Parallax Volatility Advisers
California
– -$15K -185 Closed
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