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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 %
BFS
326
Bradley Foster & Sargent
Connecticut
$464K 5,925 -300 -5%
CCM
327
Covington Capital Management
California
– – – –
SW
328
SVB Wealth
Massachusetts
$449K 5,726 -2,605 -31%
HDIM
329
Hanson & Doremus Investment Management
Vermont
$449K 5,737 -279 -5%
PHIMC
330
Private Harbour Investment Management & Counsel
Ohio
$448K 5,725 -1,750 -23%
FNBOMD
331
First National Bank of Mount Dora
Florida
$447K 5,700 – –
SCCM
332
Schafer Cullen Capital Management
New York
$444K 5,665 – –
LWS
333
Lucia Wealth Services
California
$440K 5,618 +718 +15%
AWA
334
Arete Wealth Advisors
Illinois
$438K 5,608 +3 +0.1%
MYAM
335
Meiji Yasuda Asset Management
Japan
$437K 5,580 – –
CPO
336
Cerity Partners OCIO
New York
$433K 5,527 +44 +0.8%
AAS
337
Avantax Advisory Services
Texas
$430K 5,487 +1,506 +38%
IFWM
338
Institute for Wealth Management
Colorado
$422K 5,389 -325 -6%
AF
339
Advisornet Financial
Minnesota
$420K 5,358 -7,193 -57%
PIA
340
Pinion Investment Advisors
Kansas
$419K 5,355 +140 +3%
BBA
341
Braun-Bostich & Associates
Pennsylvania
$415K 5,302 -582 -10%
SFI
342
SPC Financial Inc
Maryland
$412K 5,258 – –
RFM
343
Royal Fund Management
Florida
$406K 5,194 +96 +2%
DDC
344
DF Dent & Co
Maryland
$399K 5,095 – –
CPA
345
Capital Planning Advisors
California
$397K 5,069 – –
BCWM
346
Blue Chip Wealth Management
Florida
$397K 5,066 +136 +3%
ECM
347
Evergreen Capital Management
Washington
$395K 5,046 – –
MAFM
348
Mid Atlantic Financial Management
Pennsylvania
$394K 5,029 -4,616 -48%
RFC
349
Regions Financial Corp
Alabama
$393K 5,011 +400 +9%
CIAS
350
Capital Investment Advisory Services
North Carolina
$384K 4,901 -214 -4%
12 13
14
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