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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
+$129M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$51.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$34.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$29.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$21.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$200M
2
CIM
Centersquare Investment Management
Pennsylvania
-$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$82.7M
4
State Street
State Street
Massachusetts
-$51.1M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
151
Invesco
Georgia
$2.82M -$1.8M -22,998 -39%
RWM
152
Rench Wealth Management
Texas
$2.82M -$268K -3,424 -9%
S
153
Seeyond
France
$2.81M +$577K +7,360 +26%
ProShare Advisors
154
ProShare Advisors
Maryland
$2.77M -$82.5K -1,053 -3%
CFB
155
Cullen/Frost Bankers
Texas
$2.77M +$1.12M +14,324 +68%
WWM
156
Willingdon Wealth Management
North Carolina
$2.75M +$96.5K +1,231 +4%
SEI Investments
157
SEI Investments
Pennsylvania
$2.73M -$2.69M -34,287 -50%
DILIC
158
Dai-ichi Life Insurance Company
Japan
$2.71M +$34K +434 +1%
WA
159
Wealthstar Advisors
Texas
$2.67M -$171K -2,181 -6%
AAS
160
Avantax Advisory Services
Texas
$2.66M +$2.07M +26,498 +353%
WAM
161
Wolverine Asset Management
Illinois
$2.66M +$2.66M +33,899 New
Rafferty Asset Management
162
Rafferty Asset Management
New York
$2.63M +$237K +3,027 +10%
XK
163
Xact Kapitalforvaltning
Sweden
$2.58M +$657K +8,382 +34%
ADBIC
164
A.D. Beadell Investment Counsel
Wisconsin
$2.57M -$25.8K -329 -1%
ACM
165
AlphaCrest Capital Management
New York
$2.54M +$1.62M +20,631 +175%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$2.52M +$25.9K +330 +1%
Creative Planning
167
Creative Planning
Kansas
$2.49M -$720K -9,184 -22%
LFA
168
Legacy Financial Advisors
Kentucky
$2.46M – – –
AWM
169
AE Wealth Management
Kansas
$2.41M +$241K +3,073 +11%
FRAF
170
Första AP-fonden
Sweden
$2.41M +$432K +5,513 +22%
Toronto Dominion Bank
171
Toronto Dominion Bank
Ontario, Canada
$2.39M +$202K +2,571 +9%
NAM
172
Nissay Asset Management
Japan
$2.37M +$79.4K +1,013 +3%
CA
173
Cetera Advisors
Colorado
$2.32M -$881K -11,229 -28%
GCA
174
Gradient Capital Advisors
California
$2.29M -$40.1K -511 -2%
FTIOP
175
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.27M -$6.82K -87 -0.3%
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