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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 %
TA
176
TFG Advisers
Michigan
$2.19M +$84.7K +1,066 +4%
CF
177
Centaurus Financial
California
$2.18M +$2.01M +25,331 +1,210%
ABC
178
Associated Banc-Corp
Wisconsin
$2.18M – – –
CRC
179
Curi RMB Capital
Illinois
$2.12M +$32.4K +408 +2%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$2.11M -$49.8K -626 -2%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$2.11M +$928K +23,331 +79%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$2.05M +$269K +3,388 +15%
ASN
183
Advisory Services Network
Georgia
$2.04M -$103K -1,293 -5%
RBA
184
Richard Bernstein Advisors
New York
$2.01M +$2.01M +25,248 New
FRAF
185
Första AP-fonden
Sweden
$2.01M – – –
SOAMC
186
Spirit of America Management Corp
New York
$2M -$73.1K -919 -4%
GI
187
GAMCO Investors
Connecticut
$1.96M +$1.96M +24,606 New
GC
188
Guggenheim Capital
Illinois
$1.95M +$211K +2,656 +12%
BW
189
Bison Wealth
Georgia
$1.94M – – –
PSUF
190
People's United Financial
Connecticut
$1.94M +$686K +8,623 +55%
MWM
191
Mission Wealth Management
California
$1.93M +$1.93M +24,299 New
RCA
192
Rowland Carmichael Advisors
Arizona
$1.87M -$169K -2,128 -8%
S
193
Seeyond
France
$1.87M -$1.63M -20,465 -47%
CSS
194
Cubist Systematic Strategies
Connecticut
$1.86M +$1.86M +23,409 New
AB
195
Amalgamated Bank
New York
$1.79M -$693K -8,712 -28%
Russell Investments Group
196
Russell Investments Group
United Kingdom
$1.77M +$899K +11,304 +103%
PS
197
Presima Securities
Quebec, Canada
$1.75M – – –
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75M -$11K -138 -0.6%
Aberdeen Group
199
Aberdeen Group
United Kingdom
$1.74M +$62.7K +789 +4%
IAA
200
Independent Advisor Alliance
North Carolina
$1.73M +$589K +8,713 +51%
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