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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 %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$269K – – –
OC
277
Oppenheimer & Co
New York
$269K +$379 +6 +0.1%
Pacer Advisors
278
Pacer Advisors
Pennsylvania
$267K +$40.4K +641 +18%
NEPWA
279
New England Private Wealth Advisors
Massachusetts
$266K -$9.79K -156 -4%
GT
280
Greenleaf Trust
Michigan
$265K – – –
ECM
281
Element Capital Management
New York
$260K -$142K -2,264 -35%
MSS
282
Mitchell Sinkler & Starr
Pennsylvania
$260K – – –
WPP
283
Whalerock Point Partners
Rhode Island
$257K – – –
UAS
284
United Asset Strategies
New York
$257K – – –
CPIG
285
Chicago Partners Investment Group
Illinois
$257K – – –
PSUF
286
People's United Financial
Connecticut
$257K +$257K +4,078 New
Fisher Asset Management
287
Fisher Asset Management
Washington
$256K -$34.2K -542 -12%
KIM
288
Karpus Investment Management
New York
$250K – – –
AI
289
Atria Investments
North Carolina
$248K +$248K +3,933 New
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$245K +$18.1K +288 +8%
JIC
291
Joel Isaacson & Co
New York
$242K – – –
Baird Financial Group
292
Baird Financial Group
Wisconsin
$240K -$6.25K -100 -3%
WS
293
Wedbush Securities
California
$240K +$14.1K +224 +6%
PL
294
Plancorp LLC
Missouri
$238K – – –
PAM
295
Panagora Asset Management
Massachusetts
$236K – – –
HAG
296
HighPoint Advisor Group
Illinois
$235K -$11K -174 -4%
Federated Hermes
297
Federated Hermes
Pennsylvania
$233K -$37.5K -597 -14%
IRF
298
IBM Retirement Fund
New York
$230K -$10.9K -174 -5%
FHA
299
Flagship Harbor Advisors
Massachusetts
$228K +$6.66K +107 +3%
SSA
300
Schonfeld Strategic Advisors
New York
$225K -$1.11M -17,603 -83%
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