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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 %
FFSOTS
276
Fiduciary Financial Services of The Southwest
Texas
$290K 4,678 – –
ECM
277
Evergreen Capital Management
Washington
$285K 4,601 +4,601 New
HFA
278
High Falls Advisors
New York
– – – –
MSFP
279
Mark Sheptoff Financial Planning
Connecticut
$283K 4,568 -252 -5%
CCA
280
Conestoga Capital Advisors
Pennsylvania
$282K 4,550 – –
Federated Hermes
281
Federated Hermes
Pennsylvania
$280K 4,520 +428 +10%
GT
282
Greenleaf Trust
Michigan
$278K 4,488 -125 -3%
FC
283
FCA Corp
Texas
$277K 4,470 – –
D.E. Shaw & Co
284
D.E. Shaw & Co
New York
$272K 4,394 -33,695 -88%
CIAS
285
Capital Investment Advisory Services
North Carolina
$272K 4,396 +283 +7%
WAM
286
World Asset Management
Michigan
$271K 4,379 -917 -17%
PCMC
287
Paragon Capital Management (Colorado)
Colorado
$270K 4,349 +268 +7%
NEPWA
288
New England Private Wealth Advisors
Massachusetts
$265K 4,293 +12 +0.3%
GAM
289
Garrison Asset Management
Arkansas
$262K 4,220 – –
OC
290
Oppenheimer & Co
New York
$258K 4,163 +1,006 +32%
IRF
291
IBM Retirement Fund
New York
$258K 4,165 +4,165 New
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$252K 4,073 – –
MSS
293
Mitchell Sinkler & Starr
Pennsylvania
$251K 4,050 -500 -11%
EP
294
Elkfork Partners
Oregon
$250K 4,032 +4,032 New
GT
295
Glenmede Trust
Pennsylvania
$247K 3,600 – –
CSS
296
Cubist Systematic Strategies
Connecticut
$243K 3,923 +3,923 New
KIM
297
Karpus Investment Management
New York
$241K 3,889 – –
CPIG
298
Chicago Partners Investment Group
Illinois
$240K 3,875 +1,000 +35%
GCA
299
Gideon Capital Advisors
New York
$239K 3,855 +3,855 New
DWA
300
Douglass Winthrop Advisors
New York
$236K 3,800 – –
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12
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