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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.

New
Increased
Maintained
Reduced
Closed
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 %
WG
126
Winton Group
United Kingdom
$4.22M +$3.85M +43,911 +1,032%
CAM
127
Cozad Asset Management
Illinois
$4.22M -$11.2K -128 -0.3%
Franklin Resources
128
Franklin Resources
California
$4M -$1.01M -11,575 -20%
Bessemer Group
129
Bessemer Group
New Jersey
$3.94M -$6.8M -77,569 -63%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$3.86M -$3.82M -43,630 -50%
ERSOT
131
Employees Retirement System of Texas
Texas
$3.85M – – –
Russell Investments Group
132
Russell Investments Group
United Kingdom
$3.72M +$1.77M +20,128 +90%
SCM
133
Stellar Capital Management
Arizona
$3.66M -$151K -1,727 -4%
VanEck Associates
134
VanEck Associates
New York
$3.66M +$199K +2,275 +6%
RFWA
135
RPg Family Wealth Advisory
Massachusetts
$3.64M -$52.9K -603 -1%
CA
136
Cetera Advisors
Colorado
$3.58M +$260K +2,962 +8%
Creative Planning
137
Creative Planning
Kansas
$3.58M +$251K +2,868 +8%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$3.57M -$141K -1,604 -4%
GC
139
Gruss & Co
Florida
$3.52M -$940K -10,720 -21%
GIBU
140
Gulf International Bank (UK)
United Kingdom
$3.5M – – –
RWM
141
Rench Wealth Management
Texas
$3.45M +$7.89K +90 +0.2%
URS
142
Utah Retirement Systems
Utah
$3.42M +$26.8K +306 +0.8%
AQR Capital Management
143
AQR Capital Management
Connecticut
$3.41M -$200K -2,287 -6%
RPA
144
Rock Point Advisors
Vermont
$3.38M -$361K -4,115 -10%
NFG
145
NewFocus Financial Group
Washington
$3.37M +$51K +582 +2%
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$3.25M +$76.1K +868 +2%
ProShare Advisors
147
ProShare Advisors
Maryland
$3.19M -$162K -1,849 -5%
WA
148
Wealthstar Advisors
Texas
$3.17M -$15K -171 -0.5%
DILIC
149
Dai-ichi Life Insurance Company
Japan
$2.99M +$87.9K +1,003 +3%
WWM
150
Willingdon Wealth Management
North Carolina
$2.97M +$82.9K +946 +3%
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6
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