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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
+$55.6M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$30.5M
4
State Street
State Street
Massachusetts
+$22.8M
5
UBS AM
UBS AM
Illinois
+$20.6M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$41M
2
Charles Schwab
Charles Schwab
California
-$29.8M
3
CIM
Centersquare Investment Management
Pennsylvania
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$15.4M
5
BlackRock
BlackRock
New York
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
176
Trivium Point Advisory
Connecticut
$2.37M -$159K -1,790 -6%
DCM
177
Dupont Capital Management
Delaware
$2.3M +$1.75M +20,005 +319%
RBA
178
Richard Bernstein Advisors
New York
$2.21M – – –
FRAF
179
Första AP-fonden
Sweden
$2.21M – – –
SOAMC
180
Spirit of America Management Corp
New York
$2.21M – – –
GI
181
GAMCO Investors
Connecticut
$2.16M – – –
XK
182
Xact Kapitalforvaltning
Sweden
$2.15M +$421K +4,799 +24%
BW
183
Bison Wealth
Georgia
$2.14M – – –
Aberdeen Group
184
Aberdeen Group
United Kingdom
$2.13M +$215K +2,457 +11%
MWM
185
Mission Wealth Management
California
$2.13M – – –
AA
186
Ancora Advisors
Ohio
$2.09M -$352K -4,015 -14%
HCA
187
Horan Capital Advisors
Ohio
$2.08M -$1.17M -13,353 -36%
IAA
188
Independent Advisor Alliance
North Carolina
$2.07M -$157K -1,805 -7%
Stifel Financial
189
Stifel Financial
Missouri
$2.04M +$359K +4,098 +21%
ASN
190
Advisory Services Network
Georgia
$2.04M – – –
RCA
191
Rowland Carmichael Advisors
Arizona
$1.94M -$122K -1,388 -6%
MML Investors Services
192
MML Investors Services
Massachusetts
$1.94M -$1.22M -13,953 -39%
AB
193
Amalgamated Bank
New York
$1.94M -$34.5K -394 -2%
SI
194
Stephens Inc
Arkansas
$1.86M -$3.77K -43 -0.2%
BA
195
Bennicas & Associates
California
$1.86M -$8.94K -102 -0.5%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$1.85M +$608K +6,940 +49%
CFB
197
Cullen/Frost Bankers
Texas
$1.84M +$506K +5,776 +38%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$1.83M – – –
PAMG
199
Patton Albertson Miller Group
Tennessee
$1.77M +$51.5K +588 +3%
IA
200
IFP Advisors
Florida
$1.77M +$1.77M +20,109 New
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