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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
PGGM Investments
Netherlands
$232M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.26B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M
4
State Street
State Street
Massachusetts
$659M
5
UBS AM
UBS AM
Illinois
$116M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Charles Schwab
Charles Schwab
California
$40.5M
3
CIM
Centersquare Investment Management
Pennsylvania
$144M
4
Goldman Sachs
Goldman Sachs
New York
$75M
5
BlackRock
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Asset Management
151
BNP Paribas Asset Management
France
$2.95M -$1.4M -16,013 -32%
FAAS
152
First Allied Advisory Services
California
$2.92M +$31.1K +355 +1%
ADBIC
153
A.D. Beadell Investment Counsel
Wisconsin
$2.9M -$230K -2,629 -7%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.88M +$954K +10,883 +49%
WCG
155
Weaver Consulting Group
California
$2.82M -$152K -1,801 -5%
IWM
156
IHT Wealth Management
Illinois
$2.82M -$12K -138 -0.4%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$2.79M +$107K +1,225 +4%
LFA
158
Legacy Financial Advisors
Kentucky
$2.75M – – –
ZIG
159
Zurich Insurance Group
Switzerland
$2.73M +$2.73M +31,117 New
Rafferty Asset Management
160
Rafferty Asset Management
New York
$2.68M -$249K -2,836 -9%
GCA
161
Gradient Capital Advisors
California
$2.61M -$90.6K -1,033 -3%
US Bancorp
162
US Bancorp
Minnesota
$2.6M -$31.6K -361 -1%
NAM
163
Nissay Asset Management
Japan
$2.56M +$85.1K +971 +3%
FTIOP
164
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.55M +$4.56K +52 +0.2%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$2.53M +$35.8K +408 +1%
S
166
Seeyond
France
$2.5M +$440K +5,019 +21%
MSL
167
Mackay Shields LLC
New York
$2.46M +$2.46M +28,111 New
CF
168
Centaurus Financial
California
$2.46M +$58.4K +666 +2%
CRC
169
Curi RMB Capital
Illinois
$2.46M +$127K +1,454 +5%
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$2.45M -$2.19M -24,983 -47%
TA
171
TFG Advisers
Michigan
$2.43M +$16.7K +190 +0.7%
AWM
172
AE Wealth Management
Kansas
$2.43M -$236K -2,697 -9%
PSUF
173
People's United Financial
Connecticut
$2.42M +$290K +3,304 +14%
CI Investments Inc
174
CI Investments Inc
Ontario, Canada
$2.42M +$2.42M +27,585 New
ABC
175
Associated Banc-Corp
Wisconsin
$2.4M – – –
5 6
7
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