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W.P. Carey
WPC

Overview Fund Activity

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$14.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.9M
3
MSL
3
Mackay Shields LLC
New York
$6.29M
4
CEP
4
Chicago Equity Partners
Illinois
$6.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
American Century Companies
3
American Century Companies
Missouri
$31.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$59M
5
Goldman Sachs
5
Goldman Sachs
New York
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
251
First Allied Advisory Services
California
$361K 5,823 -1,069 -16%
PP
252
Paloma Partners
Connecticut
$357K 5,767 +5,767 New
CCM
253
Covington Capital Management
California
– – – –
SCCM
254
Schafer Cullen Capital Management
New York
$351K 5,665 – –
FNBOMD
255
First National Bank of Mount Dora
Florida
$347K 5,600 – –
WPP
256
Whalerock Point Partners
Rhode Island
$344K 5,545 – –
BCI
257
Brinker Capital Investments
Pennsylvania
$343K 5,527 +60 +1%
KI
258
Koch Industries
Kansas
$342K 5,525 +5,525 New
Fisher Asset Management
259
Fisher Asset Management
Washington
$339K 5,474 -10 -0.2%
CAN
260
Claraphi Advisory Network
United States
$334K 5,393 +360 +7%
PAS
261
Park Avenue Securities
New York
$328K 5,358 +1,543 +40%
RG
262
Renaissance Group
Kentucky
$323K 5,204 +5,204 New
SB
263
Suntrust Banks
Georgia
$318K 5,139 -503 -9%
RFM
264
Royal Fund Management
Florida
$318K 5,143 +992 +24%
LMAM
265
Legg Mason Asset Management
Japan
$317K 5,100 -800 -14%
VHAM
266
Van Hulzen Asset Management
California
$316K 5,105 -27 -0.5%
DDC
267
DF Dent & Co
Maryland
$316K 5,095 +11 +0.2%
LA
268
LexAurum Advisors
Kansas
$312K 5,036 +334 +7%
CPO
269
Cerity Partners OCIO
New York
$311K 5,024 +72 +1%
PP
270
Prudential plc
United Kingdom
$310K 5,000 -1,300 -21%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$304K 4,904 +74 +2%
MCIM
272
Meadow Creek Investment Management
Georgia
$304K 4,896 +4,896 New
BCWM
273
Blue Chip Wealth Management
Florida
$303K 4,880 +4,880 New
CAG
274
Csenge Advisory Group
Florida
$295K 4,759 +1,129 +31%
GCP
275
GSA Capital Partners
United Kingdom
$293K 4,725 +4,725 New
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11
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