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W.P. Carey
WPC

Overview Fund Activity

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M
3
BlackRock
BlackRock
New York
$480M
4
Two Sigma Investments
Two Sigma Investments
New York
$14M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.48M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
American Century Companies
Missouri
$7.42M
4
MG
Markel Group
Virginia
$46.5M
5
Morgan Stanley
Morgan Stanley
New York
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
426
City Holding Co
West Virginia
$3K +$3K +44 New
OFS
427
Orrstown Financial Services
Pennsylvania
$2K – – –
ED
428
Exane Derivatives
France
$1.93K – – –
WAM
429
Wealthspire Advisors (Maryland)
Maryland
$1K -$619 -13 -38%
Simplex Trading
430
Simplex Trading
Illinois
$1K +$1K +22 New
NA
431
NewEdge Advisors
Louisiana
$262 -$444 -6,908 -63%
AIL
432
AGF Investments LLC
Ontario, Canada
$23 +$23 +355 New
Allianz Asset Management
433
Allianz Asset Management
Germany
– -$4.38M -72,106 Closed
APG Asset Management
434
APG Asset Management
Netherlands
– -$2.95M -59,729 Closed
MIAN
435
Mariner Independent Advisor Network
Kansas
– -$2.5M -41,247 Closed
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
– -$1.23M -20,200 Closed
ECM
437
EII Capital Management
New York
– -$820K -13,501 Closed
CAM
438
Columbia Asset Management
Michigan
– -$492K -8,102 Closed
PSUF
439
People's United Financial
Connecticut
– -$443K -7,302 Closed
FI
440
FormulaFolio Investments
Michigan
– -$435K -7,173 Closed
KI
441
Koch Industries
Kansas
– -$342K -5,641 Closed
MCIM
442
Meadow Creek Investment Management
Georgia
– -$304K -4,999 Closed
EP
443
Elkfork Partners
Oregon
– -$250K -4,117 Closed
JG
444
Jefferies Group
New York
– -$217K -3,582 Closed
GHCM
445
Glen Harbor Capital Management
California
– -$196K -3,235 Closed
APP
446
Avantax Planning Partners
Iowa
– -$169K -2,785 Closed
RCM
447
Riverhead Capital Management
Delaware
– -$164K -2,706 Closed
CCA
448
Clearwater Capital Advisors
Illinois
– -$147K -2,422 Closed
NA
449
Neuburgh Advisers
California
– -$143K -2,352 Closed
IWM
450
IHT Wealth Management
Illinois
– -$75K -1,248 Closed
15 16 17
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