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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 %
LNWWM
401
Laird Norton Wetherby Wealth Management
California
$266K 3,396 +295 +10%
KeyBank National Association
402
KeyBank National Association
Ohio
$265K 3,383 – –
MPW
403
MA Private Wealth
California
$260K 3,316 +17 +0.5%
GSWM
404
Golden State Wealth Management
California
$260K 3,316 +3,316 New
5L
405
55I LLC
Massachusetts
$258K 3,299 -2,796 -46%
OI
406
Oakbrook Investments
Illinois
$255K 3,260 +3,260 New
LIA
407
LS Investment Advisors
Michigan
$254K 3,248 – –
OIA
408
Optimum Investment Advisors
Illinois
$251K 3,200 – –
Lazard Asset Management
409
Lazard Asset Management
New York
$250K 3,200 – –
PIMG
410
Patriot Investment Management Group
Tennessee
$250K 3,200 +3,200 New
VWA
411
V Wealth Advisors
Kansas
$247K 3,139 -947 -23%
FAM
412
Formidable Asset Management
Ohio
$247K 23,746 +23,746 New
AF
413
Allworth Financial
California
– – – –
BCM
414
BlueCrest Capital Management
Jersey
$246K 3,135 +3,135 New
CT
415
Cambridge Trust
Massachusetts
$246K 3,150 +3,150 New
HFS
416
HL Financial Services
Kentucky
$245K 3,128 – –
PNC
417
Park National Corp
Ohio
$245K 3,126 +3,126 New
HS
418
HighVista Strategies
Massachusetts
$243K 3,100 +3,100 New
LI
419
LVZ Inc
Michigan
$242K 3,087 – –
NWM
420
Northwest Wealth Management
Iowa
$241K 3,078 -650 -17%
JIP
421
Jaffetilchin Investment Partners
Florida
$239K 3,050 +3,050 New
HL
422
HeadInvest LLC
Maine
$236K 3,009 +3,009 New
NEPWA
423
New England Private Wealth Advisors
Massachusetts
$236K 3,030 +3,030 New
HIMC
424
Heritage Investors Management Corp
Maryland
$235K 3,000 +3,000 New
DAS
425
Dynamic Advisor Solutions
Arizona
$234K 2,989 – –
15 16
17
18 19