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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 %
Deutsche Bank
26
Deutsche Bank
Germany
$47.2M 602,489 +84,331 +16%
Swiss National Bank
27
Swiss National Bank
Switzerland
$44.6M 569,651 +46,000 +9%
Wells Fargo
28
Wells Fargo
California
$41.2M 526,228 -231,260 -31%
Asset Management One
29
Asset Management One
Japan
$37.8M 482,150 -167,997 -26%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$34.2M 436,651 +389,006 +816%
First Trust Advisors
31
First Trust Advisors
Illinois
$33.5M 427,431 -8,583 -2%
LPL Financial
32
LPL Financial
California
$33.4M 426,021 +67,704 +19%
CS
33
Credit Suisse
Switzerland
$32.9M 420,645 -78,161 -16%
ACM
34
Advisors Capital Management
New Jersey
$30.1M 386,693 +519 +0.1%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$29.5M 376,900 +78,800 +26%
GWM
36
Geneos Wealth Management
Colorado
$28.2M 360,430 -9,696 -3%
BAM
37
Berkshire Asset Management
Pennsylvania
$24.4M 311,897 +2,027 +0.7%
Teacher Retirement System of Texas
38
Teacher Retirement System of Texas
Texas
$23.3M 297,698 +176,764 +146%
Bank of America
39
Bank of America
North Carolina
$22.4M 285,837 +14,644 +5%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$22.2M 282,994 +18,330 +7%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$21.8M 278,814 -4,797 -2%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$20.7M 264,798 -103,900 -28%
SO
43
STRS Ohio
Ohio
$18.5M 235,642 -6,423 -3%
AAMU
44
Amundi Asset Management US
Massachusetts
$17.6M 225,247 -69,551 -24%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$17.6M 224,622 +174,488 +348%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$17M 216,518 -1,096 -0.5%
Citigroup
47
Citigroup
New York
$15.9M 202,917 +32,794 +19%
TA
48
Teachers Advisors
New York
$14.9M 190,395 +191 +0.1%
BTS
49
BB&T Securities
Virginia
$14.9M 190,008 -4,016 -2%
Canada Life
50
Canada Life
Manitoba, Canada
$14.7M 188,505 +47,617 +34%
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