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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 %
KA
276
Kovack Advisors
Florida
$667K 8,515 +351 +4%
PP
277
Prudential plc
United Kingdom
$659K 8,414 +314 +4%
Nordea Investment Management
278
Nordea Investment Management
Sweden
$654K 8,347 +66 +0.8%
CI
279
CX Institutional
Indiana
$653K 8,333 -1,788 -18%
NFG
280
Noven Financial Group
Colorado
$641K 8,176 +37 +0.5%
ACG
281
Allen Capital Group
Nebraska
$639K 8,159 – –
DIM
282
DC Investments Management
Virginia
$634K 8,096 – –
TSS
283
Two Sigma Securities
New York
$624K 7,966 -320 -4%
CFG
284
Cooper Financial Group
California
$624K 7,964 +1,972 +33%
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$615K 7,850 – –
Wellington Management Group
286
Wellington Management Group
Massachusetts
$603K 7,699 +7,699 New
VBFG
287
Vishria Bird Financial Group
Tennessee
$587K 7,489 -1,360 -15%
FMBTD
288
First Midwest Bank Trust Division
Illinois
$582K 7,435 -11 -0.1%
MAM
289
Morse Asset Management
Connecticut
$576K 7,350 – –
TC
290
TownSquare Capital
Utah
$574K 7,328 -503 -6%
BRWA
291
B. Riley Wealth Advisors
Florida
$572K 7,296 +4,125 +130%
LWAC
292
Laurel Wealth Advisors (California)
California
$571K 7,291 -448 -6%
SXL
293
Summit X LLC
Missouri
$571K 7,325 -46 -0.6%
SBIA
294
Sheaff Brock Investment Advisors
Indiana
$571K 7,286 +388 +6%
Cetera Investment Advisers
295
Cetera Investment Advisers
Illinois
$548K 7,047 -104 -1%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$541K 6,907 +105 +2%
LMAM
297
Legg Mason Asset Management
Japan
$541K 6,900 +1,200 +21%
FBC
298
Fairfield, Bush & Co
Connecticut
$533K 6,800 – –
BAM
299
Belpointe Asset Management
Nevada
$532K 6,797 +1,205 +22%
LA
300
LexAurum Advisors
Kansas
$531K 6,776 +310 +5%
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12
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