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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$30.5M
2
Goldman Sachs
Goldman Sachs
New York
+$9.6M
3
Ameriprise
Ameriprise
Minnesota
+$7.87M
4
BlackRock
BlackRock
New York
+$7.69M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.1M

Top Sellers

1
MG
Markel Group
Virginia
-$46.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.4M
3
Bank of America
Bank of America
North Carolina
-$7.16M
4
MAM
Martingale Asset Management
Massachusetts
-$5.94M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
226
Park Avenue Securities
New York
$480K +$106K +1,692 +28%
FMBTD
227
First Midwest Bank Trust Division
Illinois
$479K +$28.9K +459 +6%
NAM
228
Nissay Asset Management
Japan
$472K +$25.6K +406 +6%
MA
229
Marshwinds Advisory
Georgia
$463K – – –
BFS
230
Bradley Foster & Sargent
Connecticut
$458K -$45K -714 -9%
CCM
231
Cadence Capital Management
Massachusetts
$453K -$18K -286 -4%
BFO
232
Boston Family Office
Massachusetts
$448K -$3.22K -51 -0.7%
LFAS
233
Level Four Advisory Services
Texas
$446K -$96.3K -1,530 -18%
SBIA
234
Sheaff Brock Investment Advisors
Indiana
$438K +$5.74K +91 +1%
FBC
235
Fairfield, Bush & Co
Connecticut
$437K +$437K +6,943 New
PP
236
Prudential plc
United Kingdom
$412K – – –
PA
237
Profund Advisors
Maryland
$404K +$404K +6,410 New
CIC
238
Carnegie Investment Counsel
Ohio
$398K -$132K -1,945 -25%
PIA
239
Pinion Investment Advisors
Kansas
$393K +$8.69K +138 +2%
LA
240
LexAurum Advisors
Kansas
$393K +$68.8K +1,092 +21%
Cetera Investment Advisers
241
Cetera Investment Advisers
Illinois
$392K +$392K +6,219 New
RJT
242
Raymond James Trust
Florida
$390K – – –
DCM
243
Dupont Capital Management
Delaware
$388K -$778K -12,355 -67%
WEC
244
Winslow Evans & Crocker
Massachusetts
$388K – – –
DMK
245
David M. Knott
$386K – – –
HDIM
246
Hanson & Doremus Investment Management
Vermont
$385K – – –
OCG
247
Opus Capital Group
Ohio
$384K +$187K +2,971 +95%
MAM
248
Morse Asset Management
Connecticut
$376K – – –
CCM
249
Covington Capital Management
California
$370K -$382K – –
SCCM
250
Schafer Cullen Capital Management
New York
$364K – – –
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