WPC icon

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 %
CF
176
Centaurus Financial
California
$2.24M +$36.1K +460 +2%
SIA
177
SeaBridge Investment Advisors
New Jersey
$2.24M +$2.24M +28,526 New
IWM
178
IHT Wealth Management
Illinois
$2.23M -$305K -3,886 -12%
US Bancorp
179
US Bancorp
Minnesota
$2.22M -$101K -1,294 -4%
CRC
180
Curi RMB Capital
Illinois
$2.2M – – –
FAAS
181
First Allied Advisory Services
California
$2.2M -$412K -5,252 -16%
TA
182
TFG Advisers
Michigan
$2.19M +$12.7K +162 +0.6%
ABC
183
Associated Banc-Corp
Wisconsin
$2.15M – – –
First Manhattan
184
First Manhattan
New York
$2.13M +$1.26M +16,050 +144%
SPC
185
Sigma Planning Corp
Michigan
$2.11M -$2.97M -37,820 -58%
SC
186
Sculptor Capital
New York
$2.1M +$2.1M +26,763 New
PSUF
187
People's United Financial
Connecticut
$2.09M -$78.6K -1,002 -4%
KOMWMG
188
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.09M +$2.09M +26,612 New
TPA
189
Trivium Point Advisory
Connecticut
$2.08M -$14.3K -183 -0.7%
Aberdeen Group
190
Aberdeen Group
United Kingdom
$2.06M +$147K +1,878 +8%
DnB Asset Management
191
DnB Asset Management
Norway
$2.01M +$533K +6,805 +36%
ASN
192
Advisory Services Network
Georgia
$1.99M -$17K -217 -0.8%
RBA
193
Richard Bernstein Advisors
New York
$1.98M – – –
BCV
194
Banque Cantonale Vaudoise
Switzerland
$1.94M +$1.94M +24,708 New
GI
195
GAMCO Investors
Connecticut
$1.93M – – –
SOAMC
196
Spirit of America Management Corp
New York
$1.92M -$57.2K -730 -3%
MWM
197
Mission Wealth Management
California
$1.89M -$14.2K -181 -0.7%
AB
198
Amalgamated Bank
New York
$1.89M +$160K +2,046 +9%
BW
199
Bison Wealth
Georgia
$1.82M -$92K -1,174 -5%
HCA
200
Horan Capital Advisors
Ohio
$1.82M -$40.4K -515 -2%
6 7
8
9 10