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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 Holding Trade Value Shares
Change 		Shares
Change %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$5.75M +$964 +11 +0%
Barclays
102
Barclays
United Kingdom
$5.69M -$3.61M -41,237 -39%
SPC
103
Sigma Planning Corp
Michigan
$5.67M +$2.67M +30,459 +89%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$5.52M +$25.6K +292 +0.5%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.37M +$24.5K +279 +0.5%
Aviva
106
Aviva
United Kingdom
$5.34M -$233K -2,658 -4%
ASRS
107
Arizona State Retirement System
Arizona
$5.34M +$42.2K +481 +0.8%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$5.29M +$2.96M +33,722 +127%
GC
109
Guggenheim Capital
Illinois
$5.17M +$3.03M +34,538 +141%
Invesco
110
Invesco
Georgia
$5.17M +$1.69M +19,272 +49%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$5.14M +$118K +1,344 +2%
DADC
112
D.A. Davidson & Co
Montana
$5.07M -$24.1K -275 -0.5%
Robeco Institutional Asset Management
113
Robeco Institutional Asset Management
Netherlands
$5.05M -$1.87M -21,291 -27%
Royal London Asset Management
114
Royal London Asset Management
United Kingdom
$4.93M +$20.4K +233 +0.4%
SGI
115
Summit Global Investments
Utah
$4.8M +$184K +2,103 +4%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$4.77M +$10.1K +115 +0.2%
SHA
117
Seneca House Advisors
Virginia
$4.73M -$82.4K -940 -2%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$4.53M +$644K +7,352 +17%
TIAAOA
119
Teachers Insurance & Annuity Association of America
New York
$4.53M -$954K -10,880 -17%
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$4.45M -$410K -4,650 -8%
HAG
121
HighPoint Advisor Group
Illinois
$4.42M +$215K +2,602 +5%
FAF
122
Fjarde Ap-fonden
Sweden
$4.41M -$1.32M -15,110 -23%
BG
123
Bahl & Gaynor
Ohio
$4.39M -$82.7K -944 -2%
WSCM
124
Wellington Shields Capital Management
New York
$4.33M +$644K +7,342 +17%
CEP
125
Chicago Equity Partners
Illinois
$4.24M -$1.36M -15,468 -24%
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