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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.

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
1
PGGM Investments
Netherlands
$232M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.26B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M
4
State Street
4
State Street
Massachusetts
$659M
5
UBS AM
5
UBS AM
Illinois
$116M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
Charles Schwab
2
Charles Schwab
California
$40.5M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$144M
4
Goldman Sachs
4
Goldman Sachs
New York
$75M
5
BlackRock
5
BlackRock
New York
$1.21B
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$8.9M 101,505 +4,129 +4%
PAG
77
Private Advisor Group
New Jersey
$8.68M 99,088 +3,836 +4%
MA
78
Mutual Advisors
Nebraska
$8.59M 97,962 -2,795 -3%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$8.56M 97,591 +8,576 +10%
IWA
80
Inspirion Wealth Advisors
Illinois
$8.49M 96,894 -5,103 -5%
Victory Capital Management
81
Victory Capital Management
Texas
$8.48M 96,742 +96,742 New
WP
82
WealthPLAN Partners
Nebraska
$8.45M 101,786 +16,506 +19%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$8.37M 95,427 +2,038 +2%
AG
84
Aperio Group
California
$7.99M 91,158 +2,503 +3%
SOADOR
85
State of Alaska Department of Revenue
Alaska
$7.52M 85,801 -17,175 -17%
SG Americas Securities
86
SG Americas Securities
New York
$7.47M 85,224 -14,735 -15%
MDCM
87
Morgan Dempsey Capital Management
Wisconsin
$7.36M 83,933 +4,600 +6%
BCIM
88
British Columbia Investment Management
British Columbia, Canada
$7.31M 83,330 +3,421 +4%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$7.23M 82,445 +20,294 +33%
GIA
90
Gateway Investment Advisers
Ohio
$6.81M 77,715 +1,616 +2%
AAF
91
Andra AP-fonden
Sweden
$6.8M 77,596 +2,655 +4%
SAM
92
Shell Asset Management
Netherlands
$6.74M 76,828 -10,974 -12%
CC
93
Cipher Capital
New York
$6.71M 76,534 +76,534 New
KS
94
Karpas Strategies
Connecticut
$6.56M 74,814 -1,021 -1%
NC
95
Nicholas Company
Wisconsin
$6.53M 74,477 -13,840 -16%
AG
96
Advisor Group
Arizona
$6.25M 71,261 +2,194 +3%
Macquarie Group
97
Macquarie Group
Australia
$6.24M 71,164 -7,453 -9%
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$6.07M 69,238 -12 -0%
SEI Investments
99
SEI Investments
Pennsylvania
$6.07M 69,093 +12,505 +22%
William Blair & Company
100
William Blair & Company
Illinois
$5.98M 68,267 -11,151 -14%
2 3
4
5 6