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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.

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
1
BlackRock
New York
$1.21B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$113M
3
Citadel Advisors
3
Citadel Advisors
Florida
$45.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.05B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$61.2M

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$7.53M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$10.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$290M
4
State Street
4
State Street
Massachusetts
$539M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$65.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B 25,600,966 +373,838 +1%
BlackRock
2
BlackRock
New York
$1.21B 15,108,162 +1,605,943 +12%
State Street
3
State Street
Massachusetts
$539M 6,653,342 -629,934 -9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$290M 3,621,641 -1,033,726 -22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$204M 2,546,033 +73,011 +3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$192M 2,403,701 +131,662 +6%
Northern Trust
7
Northern Trust
Illinois
$161M 2,017,395 +127,716 +7%
Legal & General Group
8
Legal & General Group
United Kingdom
$160M 1,994,398 +63,978 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$152M 1,896,668 +109,348 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$144M 1,797,056 -80,786 -4%
UBS Group
11
UBS Group
Switzerland
$131M 1,638,417 +216,268 +15%
Norges Bank
12
Norges Bank
Norway
$126M 1,569,609 +49,920 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$123M 1,539,549 +150,580 +11%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$113M 1,414,173 +61,502 +5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$113M 1,409,078 +644,895 +84%
UBS AM
16
UBS AM
Illinois
$111M 1,388,638 +94,812 +7%
Swiss National Bank
17
Swiss National Bank
Switzerland
$74.5M 930,573 +161,846 +21%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$74.3M 928,849 +82,507 +10%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$67.6M 844,988 +101,974 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$65.9M 823,591 -387,679 -32%
Brown Advisory
21
Brown Advisory
Maryland
$64.4M 804,837 -181 -0%
First Trust Advisors
22
First Trust Advisors
Illinois
$61.2M 764,751 +270,288 +55%
DC
23
Davenport & Co
Virginia
$60.4M 754,213 +645 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$59.2M 739,076 -98,594 -12%
Wells Fargo
25
Wells Fargo
California
$50.6M 632,153 -4,645 -0.7%
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