WPC icon

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.

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

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
Two Sigma Investments
New York
$861K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
151
Daiwa Securities Group
Japan
$2.88M +$264K +3,318 +10%
MML Investors Services
152
MML Investors Services
Massachusetts
$2.86M +$152K +1,911 +6%
ADBIC
153
A.D. Beadell Investment Counsel
Wisconsin
$2.84M – – –
WCG
154
Weaver Consulting Group
California
$2.79M +$2.79M +35,135 New
SPC
155
Sigma Planning Corp
Michigan
$2.72M -$98K -1,233 -3%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$2.65M -$347K -4,360 -12%
DILIC
157
Dai-ichi Life Insurance Company
Japan
$2.63M – – –
FAAS
158
First Allied Advisory Services
California
$2.62M +$69.7K +876 +3%
WWM
159
Willingdon Wealth Management
North Carolina
$2.62M +$51K +642 +2%
IWM
160
IHT Wealth Management
Illinois
$2.6M -$172K -2,144 -6%
HI
161
Honeywell International
North Carolina
$2.55M +$584K +7,351 +30%
Jane Street
162
Jane Street
New York
$2.54M +$760K +9,558 +43%
BAM
163
Blueshift Asset Management
New Jersey
$2.53M +$2.53M +31,808 New
LFA
164
Legacy Financial Advisors
Kentucky
$2.49M -$24.8K -312 -1%
GCA
165
Gradient Capital Advisors
California
$2.45M -$690K -8,682 -22%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$2.44M -$110K -1,387 -4%
AWM
167
AE Wealth Management
Kansas
$2.42M +$1.27M +15,950 +111%
US Bancorp
168
US Bancorp
Minnesota
$2.39M +$69.3K +872 +3%
FTIOP
169
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.31M – – –
FCCM
170
First City Capital Management
Georgia
$2.29M +$1.52M +27,181 +199%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$2.27M +$2.27M +28,491 New
TPA
172
Trivium Point Advisory
Connecticut
$2.26M -$504K -6,336 -18%
NAM
173
Nissay Asset Management
Japan
$2.25M +$100K +1,260 +5%
MSV
174
MN Services Vermogensbeheer
Netherlands
$2.22M – – –
AA
175
Ancora Advisors
Ohio
$2.21M -$312K -3,920 -12%
5 6
7
8 9