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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 %
Los Angeles Capital Management
251
Los Angeles Capital Management
California
$849K 10,838 -14,500 -57%
CCM
252
Coldstream Capital Management
Washington
$848K 10,830 -23,040 -68%
Russell Investments Group
253
Russell Investments Group
United Kingdom
$844K 10,775 +5,547 +106%
OPA
254
Old Port Advisors
Maine
$841K 10,737 -703 -6%
JPMPWA
255
J.P. Morgan Private Wealth Advisors
California
$831K 10,612 -152 -1%
AI
256
Atom Investors
Texas
$821K 10,482 -6,676 -39%
PFP
257
Pinnacle Financial Partners
Tennessee
$821K 10,476 -4,800 -31%
BFM
258
Boothbay Fund Management
New York
$815K 10,409 +10,409 New
AWM
259
Affinity Wealth Management
Delaware
$804K 10,262 – –
II
260
IFM Investors
Australia
$804K 10,265 +710 +7%
PAS
261
Park Avenue Securities
New York
$787K 10,098 +1,409 +16%
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$783K 10,000 – –
BFEC
263
Benjamin F. Edwards & Company
Missouri
$779K 9,945 -574 -5%
FHA
264
Flagship Harbor Advisors
Massachusetts
$749K 9,569 -336 -3%
PTC
265
Private Trust Company
Ohio
$745K 9,517 -100 -1%
Skandinaviska Enskilda Banken (SEB)
266
Skandinaviska Enskilda Banken (SEB)
Sweden
$744K 9,500 +2,000 +27%
IWA
267
Independence Wealth Advisors
Virginia
$738K 9,421 +5 +0.1%
VFA
268
Voya Financial Advisors
Connecticut
$731K 9,328 +295 +3%
PA
269
Profund Advisors
Maryland
$725K 9,258 +3,472 +60%
NICM
270
Neo Ivy Capital Management
New York
$719K 9,190 +9,190 New
WG
271
Winton Group
United Kingdom
$718K 9,163 +5,161 +129%
DI
272
Diligent Investors
California
$712K 9,095 -150 -2%
Allianz Asset Management
273
Allianz Asset Management
Germany
$704K 8,983 +4,361 +94%
SWP
274
Stratos Wealth Partners
Ohio
$703K 8,969 -1,652 -16%
WWM
275
Western Wealth Management
Colorado
$692K 8,835 -1,370 -13%
9 10
11
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