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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 %
Wolverine Trading
201
Wolverine Trading
Illinois
$1.75M +$1.75M +19,865 New
Point72 Asset Management
202
Point72 Asset Management
Connecticut
$1.75M +$1.63M +18,626 +1,404%
AOWM
203
Alpha Omega Wealth Management
Virginia
$1.74M +$1.71M +20,706 +6,701%
WA
204
Wambolt & Associates
Colorado
$1.72M -$51.9K -592 -3%
TYCC
205
Texas Yale Capital Corp
Florida
$1.67M +$263 +3 +0%
DnB Asset Management
206
DnB Asset Management
Norway
$1.65M +$122K +1,393 +8%
JCM
207
Jag Capital Management
Missouri
$1.64M +$115K +1,308 +8%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$1.62M -$639K -7,293 -28%
II
209
IFM Investors
Australia
$1.58M +$462K +5,274 +41%
AIM
210
Achmea Investment Management
Netherlands
$1.58M – – –
FDS
211
Freedom Day Solutions
Texas
$1.57M +$208K +2,376 +15%
VWA
212
V Wealth Advisors
Kansas
$1.57M +$1.57M +17,909 New
B
213
BP
United Kingdom
$1.54M +$107K +1,225 +7%
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$1.53M +$49.2K +561 +3%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$1.52M -$68.4K -780 -4%
Principal Financial Group
216
Principal Financial Group
Iowa
$1.51M +$78.6K +897 +5%
BA
217
Boston Advisors
Massachusetts
$1.48M -$2.87M -32,782 -66%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$1.44M +$1.44M +16,438 New
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$57.6K +657 +4%
CAG
221
Crestwood Advisors Group
Massachusetts
$1.43M +$1.43M +16,326 New
Comerica Bank
222
Comerica Bank
Texas
$1.42M +$45.5K +503 +3%
HF
223
HRT Financial
New York
$1.41M +$1.41M +16,111 New
CAN
224
Cetera Advisor Networks
California
$1.38M +$36.3K +414 +3%
MIAN
225
Mariner Independent Advisor Network
Kansas
$1.36M -$282K -3,196 -17%
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