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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 %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$235K 3,794 +156 +4%
JIC
302
Joel Isaacson & Co
New York
$233K 3,758 – –
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$232K 3,748 – –
PL
304
Plancorp LLC
Missouri
$229K 3,697 – –
PAM
305
Panagora Asset Management
Massachusetts
$228K 3,670 +470 +15%
Franklin Resources
306
Franklin Resources
California
$227K 3,669 -39 -1%
JG
307
Jefferies Group
New York
$217K 3,508 -18,235 -84%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$214K 3,450 – –
AWA
309
Arete Wealth Advisors
Illinois
$214K 3,449 +358 +12%
FHA
310
Flagship Harbor Advisors
Massachusetts
$213K 3,482 +485 +16%
HPC
311
HM Payson & Co
Maine
$207K 3,340 +6 +0.2%
WS
312
Wedbush Securities
California
$207K 3,339 +232 +7%
AWA
313
Acorn Wealth Advisors
Michigan
$206K 3,236 +60 +2%
OIA
314
Optimum Investment Advisors
Illinois
$205K 3,300 -700 -18%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$205K 3,315 +50 +2%
Los Angeles Capital Management
316
Los Angeles Capital Management
California
$204K 3,298 -2,971 -47%
PCM
317
Poehling Capital Management
Wisconsin
$204K 3,285 – –
Lazard Asset Management
318
Lazard Asset Management
New York
$198K 3,200 – –
GHCM
319
Glen Harbor Capital Management
California
$196K 3,168 +3,168 New
APP
320
Avantax Planning Partners
Iowa
$169K 2,728 -228 -8%
CBOA
321
Commonwealth Bank of Australia
Australia
$167K 2,700 +2,700 New
RCM
322
Riverhead Capital Management
Delaware
$164K 2,650 +2,650 New
IFAM
323
Institutional & Family Asset Management
Colorado
$163K 2,627 -3,342 -56%
SF
324
Synovus Financial
Georgia
$163K 2,629 +2,629 New
DSN
325
D. Scott Neal
Kentucky
$153K 2,471 – –
11 12
13
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