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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 %
CWM
301
Cornerstone Wealth Management
Missouri
$531K 4,198 +328 +8%
WEC
302
Winslow Evans & Crocker
Massachusetts
$530K 6,744 +600 +10%
BL
303
BFSG LLC
California
$527K 6,725 -5,853 -47%
WAM
304
World Asset Management
Michigan
$526K 6,709 +622 +10%
CIC
305
Carnegie Investment Counsel
Ohio
$519K 6,625 -685 -9%
ZAM
306
Zevin Asset Management
Massachusetts
$518K 6,610 -4,125 -38%
Fisher Asset Management
307
Fisher Asset Management
Washington
$515K 6,571 +1,063 +19%
AG
308
AlphaSimPlex Group
Massachusetts
$510K 6,517 +6,517 New
PTC
309
Philadelphia Trust Company
Pennsylvania
$509K 6,500 +6,500 New
AIM
310
Achmea Investment Management
Netherlands
$508K 6,480 +6,480 New
SCA
311
Secor Capital Advisors
New York
$505K 6,444 +6,444 New
BFO
312
Boston Family Office
Massachusetts
$504K 6,435 -75 -1%
RJT
313
Raymond James Trust
Florida
$496K 6,325 -208 -3%
SFS
314
Sowell Financial Services
Arkansas
$492K 6,283 – –
LFAS
315
Level Four Advisory Services
Texas
$492K 6,282 +694 +12%
MCP
316
Mirador Capital Partners
California
$490K 6,250 +1,244 +25%
TRCT
317
Tower Research Capital (TRC)
New York
$489K 6,234 +4,620 +286%
MSS
318
Mitchell Sinkler & Starr
Pennsylvania
$484K 6,175 +2,175 +54%
DCM
319
Dupont Capital Management
Delaware
$482K 6,149 -611 -9%
AFP
320
Ausdal Financial Partners
Iowa
$482K 6,155 +6,155 New
CCM
321
Community Capital Management
Florida
$478K 6,100 -10,900 -64%
BAS
322
Brown Advisory Securities
Maryland
$474K 6,077 -6,016 -50%
BSW
323
Buckingham Strategic Wealth
Missouri
$472K 6,022 +6,022 New
DMK
324
David M. Knott
$470K 6,000 – –
CFGS
325
Concourse Financial Group Securities
Alabama
$468K 5,902 +872 +17%
11 12
13
14 15