WPC icon

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 %
Capital Fund Management (CFM)
351
Capital Fund Management (CFM)
France
$384K 4,906 +4,906 New
PCA
352
Personal Capital Advisors
California
$382K 4,871 -1,894 -28%
CCA
353
Conestoga Capital Advisors
Pennsylvania
$380K 4,850 – –
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$377K 4,809 -2,233 -32%
WMA
355
Wealth Management Associates
New Jersey
$373K 4,766 -2,456 -34%
WS
356
Wedbush Securities
California
$373K 4,759 +644 +16%
OWD
357
Osborn Williams & Donohoe
Ohio
$371K 4,700 +4,700 New
KWM
358
Kingsview Wealth Management
Oregon
$369K 4,707 -880 -16%
CWM
359
Campbell Wealth Management
Virginia
$368K 4,704 -4,332 -48%
FFSOTS
360
Fiduciary Financial Services of The Southwest
Texas
$366K 4,678 – –
AI
361
Atria Investments
North Carolina
$365K 4,666 -902 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
362
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$360K 4,600 +4,600 New
TFA
363
TPG Financial Advisors
Oregon
$359K 4,609 +4,609 New
MSFP
364
Mark Sheptoff Financial Planning
Connecticut
$358K 4,568 – –
FC
365
FCA Corp
Texas
$350K 4,470 – –
VHAM
366
Van Hulzen Asset Management
California
$349K 4,455 -200 -4%
BPA
367
Beacon Pointe Advisors
California
$345K 4,380 -194 -4%
S
368
SignatureFD
Georgia
$341K 4,358 +3,315 +318%
AIC
369
Archer Investment Corporation
Indiana
$337K 4,300 – –
IRF
370
IBM Retirement Fund
New York
$335K 4,281 – –
HFA
371
High Falls Advisors
New York
– – – –
GT
372
Greenleaf Trust
Michigan
$333K 4,248 +25 +0.6%
GAM
373
Garrison Asset Management
Arkansas
$331K 4,220 – –
POIA
374
Pin Oak Investment Advisors
Texas
$331K 4,226 – –
OC
375
Oppenheimer & Co
New York
$328K 4,189 +6 +0.1%
13 14
15
16 17