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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.

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 %
AI
651
Atria Investments
North Carolina
– -$575K -6,555 Closed
JWM
652
Jackson Wealth Management
Florida
– -$490K -5,512 Closed
TSS
653
Two Sigma Securities
New York
– -$436K -4,977 Closed
CAC
654
Cowen and Company
New York
– -$358K -4,084 Closed
KIM
655
Karpus Investment Management
New York
– -$348K -3,971 Closed
JIP
656
Jaffetilchin Investment Partners
Florida
– -$338K -3,861 Closed
EOJOAM
657
E. Ohman J:or Asset Management
Sweden
– -$331K -3,778 Closed
BAMF
658
BI Asset Management Fondsmaeglerselskab
Denmark
– -$329K -3,757 Closed
FNBT
659
FineMark National Bank & Trust
Florida
– -$325K -3,712 Closed
SFI
660
SPC Financial Inc
Maryland
– -$322K -3,676 Closed
FI
661
FormulaFolio Investments
Michigan
– -$311K -3,543 Closed
Jones Financial Companies
662
Jones Financial Companies
Missouri
– -$296K -3,371 Closed
NWM
663
Northwest Wealth Management
Iowa
– -$290K -3,306 Closed
HIS
664
Harvest Investment Services
Illinois
– -$286K -3,242 Closed
VAS
665
Vestmark Advisory Solutions
Massachusetts
– -$281K -3,209 Closed
SG
666
StoneX Group
New York
– -$282K -3,176 Closed
NEPWA
667
New England Private Wealth Advisors
Massachusetts
– -$272K -3,112 Closed
BRWM
668
B. Riley Wealth Management
Tennessee
– -$245K -2,801 Closed
DWA
669
Douglass Winthrop Advisors
New York
– -$237K -2,709 Closed
ATC
670
Argent Trust Co
Tennessee
– -$236K -2,688 Closed
TCM
671
Tuttle Capital Management
Connecticut
– -$227K -2,584 Closed
JF
672
JSF Financial
California
– -$224K -2,550 Closed
DSN
673
D. Scott Neal
Kentucky
– -$221K -2,523 Closed
KWMG
674
King Wealth Management Group
Florida
– -$219K -2,501 Closed
Tudor Investment Corp
675
Tudor Investment Corp
Connecticut
– -$216K -2,463 Closed
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