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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.

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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
3
American Century Companies
Missouri
$7.42M
4
MG
4
Markel Group
Virginia
$46.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$21.2M +$2.14M +32,927 +11%
Bank of America
27
Bank of America
North Carolina
$19.7M -$847K -13,039 -4%
CS
28
Credit Suisse
Switzerland
$18M -$458K -7,046 -2%
Ameriprise
29
Ameriprise
Minnesota
$17.7M -$199K -3,057 -1%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$16.8M +$1.41M +21,764 +9%
Asset Management One
31
Asset Management One
Japan
$16.6M +$439K +6,773 +3%
Two Sigma Investments
32
Two Sigma Investments
New York
$14M +$6.64M +102,248 +91%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$13.9M -$1.41M -21,747 -9%
LPL Financial
34
LPL Financial
California
$13.8M -$636K -9,792 -4%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$13.2M +$5.81M +89,338 +78%
BTS
36
BB&T Securities
Virginia
$13.2M +$331K +5,097 +3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$12.4M – – –
CEP
38
Chicago Equity Partners
Illinois
$11.9M +$4.56M +70,178 +62%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$11.5M +$46.4K +714 +0.4%
AAMU
40
Amundi Asset Management US
Massachusetts
$11.4M +$3.34M +51,348 +41%
Deutsche Bank
41
Deutsche Bank
Germany
$11.4M -$3.44M -52,947 -23%
SO
42
STRS Ohio
Ohio
$10.5M +$251K +3,864 +2%
Prudential Financial
43
Prudential Financial
New Jersey
$10.1M -$5.06M -77,851 -33%
NIA
44
Northstar Investment Advisors
Colorado
$9.88M +$78.6K +1,210 +0.8%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$9.87M – – –
TCIM
46
TIAA CREF Investment Management
New York
$9.68M -$544K -8,368 -5%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$9.57M -$36.5K -562 -0.4%
GWM
48
Geneos Wealth Management
Colorado
$9.45M +$310K +4,776 +3%
TIAAOA
49
Teachers Insurance & Annuity Association of America
New York
$9.06M -$125K -1,928 -1%
TA
50
Teachers Advisors
New York
$8.44M -$1.01M -15,514 -11%
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