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W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
State Street
2
State Street
Massachusetts
$578M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.3M
5
BlackRock
5
BlackRock
New York
$1.11B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$861K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Boston Advisors
Massachusetts
$3.95M -$1.8M -22,694 -31%
CB
127
Commerce Bank
Missouri
$3.91M -$137K -1,729 -3%
CAM
128
Cozad Asset Management
Illinois
$3.84M +$23.9K +300 +0.6%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$3.64M -$2.36M -29,664 -39%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$3.52M +$425K +5,341 +14%
ERSOT
131
Employees Retirement System of Texas
Texas
$3.49M – – –
RPA
132
Rock Point Advisors
Vermont
$3.39M -$3.57M -44,887 -51%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$3.37M +$18.4K +232 +0.6%
RFWA
134
RPg Family Wealth Advisory
Massachusetts
$3.35M -$50.6K -636 -1%
WSCM
135
Wellington Shields Capital Management
New York
$3.34M -$14.9K -188 -0.4%
SCM
136
Stellar Capital Management
Arizona
$3.34M – – –
ZIM
137
Zacks Investment Management
Illinois
$3.29M +$212K +2,668 +7%
AQR Capital Management
138
AQR Capital Management
Connecticut
$3.27M +$436K +5,479 +15%
GIBU
139
Gulf International Bank (UK)
United Kingdom
$3.17M +$122K +1,531 +4%
Invesco
140
Invesco
Georgia
$3.16M -$575K -7,232 -15%
VanEck Associates
141
VanEck Associates
New York
$3.14M +$64.5K +811 +2%
RWM
142
Rench Wealth Management
Texas
$3.13M -$29.7K -373 -0.9%
URS
143
Utah Retirement Systems
Utah
$3.07M +$85.9K +1,080 +3%
ProShare Advisors
144
ProShare Advisors
Maryland
$3.04M +$71.9K +905 +2%
Creative Planning
145
Creative Planning
Kansas
$3.02M -$156K -1,965 -5%
NFG
146
NewFocus Financial Group
Washington
$3.01M +$15.1K +190 +0.5%
CA
147
Cetera Advisors
Colorado
$3.01M +$3.01M +37,853 New
HCA
148
Horan Capital Advisors
Ohio
$2.95M -$120K -1,506 -4%
PCM
149
Prelude Capital Management
New York
$2.93M +$490K +6,159 +20%
WA
150
Wealthstar Advisors
Texas
$2.89M -$143K -1,795 -5%
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6
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