WPC icon

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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$1.21B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$113M
3
Citadel Advisors
Citadel Advisors
Florida
$45.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.05B
5
First Trust Advisors
First Trust Advisors
Illinois
$61.2M

Top Sellers

1
PI
PGGM Investments
Netherlands
$7.53M
2
CIM
Centersquare Investment Management
Pennsylvania
$10.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$290M
4
State Street
State Street
Massachusetts
$539M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
126
Robeco Institutional Asset Management
Netherlands
$3.73M -$785K -10,018 -17%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$3.55M +$103K +1,317 +3%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$3.55M +$2.1M +26,847 +145%
DADC
129
D.A. Davidson & Co
Montana
$3.52M -$1.01M -12,877 -22%
Bessemer Group
130
Bessemer Group
New Jersey
$3.52M – – –
VanEck Associates
131
VanEck Associates
New York
$3.5M +$226K +2,877 +7%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$3.5M +$1.23M +15,724 +54%
Point72 Asset Management
133
Point72 Asset Management
Connecticut
$3.47M +$1.91M +24,358 +122%
SCM
134
Stellar Capital Management
Arizona
$3.4M +$124K +1,585 +4%
CSS
135
Cubist Systematic Strategies
Connecticut
$3.36M +$3.27M +41,652 +3,332%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$3.31M -$10.8M -137,207 -76%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.28M +$87.3K +1,114 +3%
CS
138
Capital Square
Tennessee
$3.26M +$3.26M +41,556 New
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$3.22M -$3.31M -42,241 -51%
RPA
140
Rock Point Advisors
Vermont
$3.19M +$166K +2,115 +5%
GC
141
Gruss & Co
Florida
$3.14M – – –
GIBU
142
Gulf International Bank (UK)
United Kingdom
$3.13M – – –
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$3.09M +$184K +2,349 +6%
URS
144
Utah Retirement Systems
Utah
$3.09M +$32.1K +409 +1%
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.09M +$512K +6,535 +20%
NFG
146
NewFocus Financial Group
Washington
$3.04M +$19.5K +249 +0.6%
VI
147
Vestcor Inc
New Brunswick, Canada
$3.03M +$3.03M +38,591 New
ETC
148
Exchange Traded Concepts
Oklahoma
$3.01M +$3.01M +38,396 New
AQR Capital Management
149
AQR Capital Management
Connecticut
$2.91M -$140K -1,785 -5%
WCG
150
Weaver Consulting Group
California
$2.91M -$16.7K -191 -0.6%
4 5
6
7 8