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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$97.3M
2
Goldman Sachs
Goldman Sachs
New York
$45M
3
Ameriprise
Ameriprise
Minnesota
$205M
4
BlackRock
BlackRock
New York
$473M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.3M

Top Sellers

1
MG
Markel Group
Virginia
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$63.9M
3
Bank of America
Bank of America
North Carolina
$12M
4
MAM
Martingale Asset Management
Massachusetts
$23.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$807K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
426
Paloma Partners
Connecticut
– -$1.76M -27,085 Closed
Citadel Advisors
427
Citadel Advisors
Florida
– -$1.6M -24,597 Closed
CSS
428
Cubist Systematic Strategies
Connecticut
– -$1.08M -16,541 Closed
FNBT
429
FineMark National Bank & Trust
Florida
– -$1.01M -15,479 Closed
GCP
430
GSA Capital Partners
United Kingdom
– -$863K -13,285 Closed
SCM
431
Stevens Capital Management
Pennsylvania
– -$720K -11,078 Closed
BCM
432
BlueCrest Capital Management
Jersey
– -$697K -10,724 Closed
FRM
433
Fox Run Management
Connecticut
– -$613K -9,439 Closed
WG
434
Winton Group
United Kingdom
– -$539K -8,299 Closed
FA
435
FDx Advisors
Illinois
– -$411K -6,326 Closed
Verition Fund Management
436
Verition Fund Management
Connecticut
– -$396K -6,094 Closed
Manulife (Manufacturers Life Insurance)
437
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$373K -5,738 Closed
HF
438
HRT Financial
New York
– -$372K -5,731 Closed
SCC
439
Spring Creek Capital
Kansas
– -$357K -5,492 Closed
RG
440
Renaissance Group
Kentucky
– -$325K -4,996 Closed
GCA
441
Gideon Capital Advisors
New York
– -$280K -4,304 Closed
ZF
442
Zhang Financial
Michigan
– -$269K -4,186 Closed
DWA
443
Douglass Winthrop Advisors
New York
– -$252K -3,880 Closed
GT
444
Glenmede Trust
Pennsylvania
– -$235K -3,621 Closed
Thrivent Financial for Lutherans
445
Thrivent Financial for Lutherans
Minnesota
– -$229K -3,522 Closed
AIMCA
446
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$226K -3,471 Closed
Nisa Investment Advisors
447
Nisa Investment Advisors
Missouri
– -$219K -3,369 Closed
PCM
448
Poehling Capital Management
Wisconsin
– -$218K -3,354 Closed
CC
449
Chicago Capital
Illinois
– -$207K -3,193 Closed
SLG
450
Stanley-Laman Group
Pennsylvania
– -$206K -3,165 Closed
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