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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.

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

Top Sellers

1
MG
1
Markel Group
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.9M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
MAM
4
Martingale Asset Management
Massachusetts
$23.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$807K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$21.6M +$1.01M +16,025 +5%
Asset Management One
27
Asset Management One
Japan
$16.3M +$203K +3,220 +1%
CS
28
Credit Suisse
Switzerland
$16.2M -$1.27M -20,158 -7%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$14.3M +$1.48M +23,483 +12%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$14M -$2.28M -36,256 -14%
AAMU
31
Amundi Asset Management US
Massachusetts
$13.8M +$2.7M +42,831 +24%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$13.6M +$109K +1,735 +0.8%
BTS
33
BB&T Securities
Virginia
$13.1M +$263K +4,183 +2%
LPL Financial
34
LPL Financial
California
$12.8M -$647K -10,277 -5%
Two Sigma Investments
35
Two Sigma Investments
New York
$12.1M -$1.47M -23,387 -11%
Swiss National Bank
36
Swiss National Bank
Switzerland
$12M – – –
Bank of America
37
Bank of America
North Carolina
$12M -$7.16M -113,665 -37%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$1.45K +23 +0%
CEP
39
Chicago Equity Partners
Illinois
$10.9M -$625K -9,924 -5%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$10.7M +$440K +6,998 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$9.91M -$1.18M -18,764 -11%
SO
42
STRS Ohio
Ohio
$9.88M -$251K -3,990 -2%
NIA
43
Northstar Investment Advisors
Colorado
$9.55M -$28.9K -459 -0.3%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$9.32M +$51.6K +819 +0.6%
GWM
45
Geneos Wealth Management
Colorado
$9.12M -$33.6K -534 -0.4%
TIAAOA
46
Teachers Insurance & Annuity Association of America
New York
$8.73M -$53.9K -855 -0.6%
TA
47
Teachers Advisors
New York
$8.22M +$32.8K +521 +0.4%
RPA
48
Rock Point Advisors
Vermont
$7.89M +$90.6K +1,438 +1%
NC
49
Nicholas Company
Wisconsin
$7.6M – – –
TCIM
50
TIAA CREF Investment Management
New York
$7.57M -$1.81M -28,737 -19%
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