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W.P. Carey
WPC

Overview Fund Activity

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$309M
2
State Street
2
State Street
Massachusetts
$493M
3
BC
3
Brookfield Corp
Ontario, Canada
$109M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$75.9M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$121M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$169M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
DC
5
Davenport & Co
Virginia
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$1.11M 14,133 +4,303 +44%
CCM
227
Cribstone Capital Management
Maine
$1.09M 13,863 -550 -4%
KBC Group
228
KBC Group
Belgium
$1.07M 13,694 +11,678 +579%
RIM
229
Redpoint Investment Management
Australia
$1.06M 13,466 -1,086 -7%
FCCM
230
First City Capital Management
Georgia
$1.05M 13,385 -575 -4%
VF
231
Virtu Financial
New York
$1.02M 13,006 -1,210 -9%
M&T Bank
232
M&T Bank
New York
$1.02M 12,999 +1,421 +12%
Prudential Financial
233
Prudential Financial
New Jersey
$1.02M 12,970 -14,330 -52%
Schroder Investment Management Group
234
Schroder Investment Management Group
United Kingdom
$1.01M 12,911 -10,923 -46%
First Manhattan
235
First Manhattan
New York
$1.01M 12,900 -200 -2%
FDS
236
Freedom Day Solutions
Texas
$1.01M 12,861 +617 +5%
CBOA
237
Commonwealth Bank of Australia
Australia
$1.01M 12,854 – –
PCM
238
Parsons Capital Management
Rhode Island
$1M 12,803 -97 -0.8%
CAN
239
Claraphi Advisory Network
United States
$999K 12,753 -800 -6%
FFN
240
Focus Financial Network
Minnesota
$999K 12,586 +12,586 New
PAM
241
Panagora Asset Management
Massachusetts
$978K 12,489 – –
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$966K 12,331 -129 -1%
EIA
243
Eldridge Investment Advisors
New Hampshire
$965K 12,325 -875 -7%
CAM
244
Columbia Asset Management
Michigan
$958K 12,235 +2,175 +22%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$928K 11,850 +7,666 +183%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$907K 11,579 +1,327 +13%
WBC
247
Westpac Banking Corp
Australia
$897K 11,448 – –
HKAM
248
Horizon Kinetics Asset Management
New York
$889K 11,350 +11,350 New
ECM
249
EII Capital Management
New York
$878K 11,211 +11,211 New
IA
250
IFP Advisors
Florida
$853K 10,853 -38,966 -78%
8 9
10
11 12