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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 %
WP
76
WealthPLAN Partners
Nebraska
$9.14M +$696K +8,386 +8%
ERSOT
77
Employees Retirement System of Texas
Texas
$8.64M +$5.2M +66,365 +151%
EVM
78
Eaton Vance Management
Massachusetts
$8.64M +$24K +306 +0.3%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$8.57M +$4.28M +54,344 +100%
Victory Capital Management
80
Victory Capital Management
Texas
$8.46M +$878K +11,201 +12%
PAG
81
Private Advisor Group
New Jersey
$8.32M +$547K +6,978 +7%
AG
82
Aperio Group
California
$7.84M +$698K +8,899 +10%
PAMU
83
Pictet Asset Management (UK)
United Kingdom
$7.57M -$80K -1,021 -1%
PI
84
PGGM Investments
Netherlands
$7.53M -$200M -2,555,061 -96%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$7.51M -$1.87M -23,916 -20%
UCFA
86
United Capital Financial Advisors
Texas
$7.48M -$479K -6,107 -6%
MA
87
Mutual Advisors
Nebraska
$7.31M -$375K -4,785 -5%
IWA
88
Inspirion Wealth Advisors
Illinois
$6.99M -$603K -7,693 -8%
MDCM
89
Morgan Dempsey Capital Management
Wisconsin
$6.78M +$200K +2,553 +3%
Two Sigma Advisers
90
Two Sigma Advisers
New York
$6.78M +$5.63M +71,881 +492%
GIA
91
Gateway Investment Advisers
Ohio
$6.44M +$350K +4,467 +6%
SAM
92
Shell Asset Management
Netherlands
$6.33M +$302K +3,854 +5%
AAF
93
Andra AP-fonden
Sweden
$6.23M +$144K +1,838 +2%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$6.21M -$4.21M -53,740 -40%
Millennium Management
95
Millennium Management
New York
$6.15M -$1.83M -23,389 -23%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$6.04M +$6.04M +77,104 New
NC
97
Nicholas Company
Wisconsin
$6M +$163K +2,078 +3%
Two Sigma Investments
98
Two Sigma Investments
New York
$5.99M +$5.99M +76,382 New
KS
99
Karpas Strategies
Connecticut
$5.87M – – –
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
$5.57M +$144K +1,833 +3%
2 3
4
5 6