WPC icon

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 %
IFAM
476
Institutional & Family Asset Management
Colorado
$103K 1,319 – –
KPCM
477
Kings Point Capital Management
New York
$95K 1,218 – –
WT
478
Whittier Trust
California
$86K 1,100 – –
KTC
479
Kistler-Tiffany Companies
Pennsylvania
$86K 1,100 – –
RCAG
480
Rehmann Capital Advisory Group
Michigan
$81.5K 1,041 – –
CFA
481
Camarda Financial Advisors
Florida
$81K 1,038 – –
JFGIW
482
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K 1,025 -190 -16%
RFA
483
Reilly Financial Advisors
California
$80K 1,018 +1,018 New
QAM
484
QCI Asset Management
New York
$79K 1,006 -57 -5%
BBHC
485
Brown Brothers Harriman & Co
New York
$78K 1,000 – –
BCI
486
Brinker Capital Investments
Pennsylvania
$76K 965 – –
SIS
487
Sound Income Strategies
Florida
$76K 977 +82 +9%
IF
488
Ironwood Financial
Arizona
$75K 962 – –
TSW
489
Thompson Siegel & Walmsley
Virginia
$74K 949 – –
Simplex Trading
490
Simplex Trading
Illinois
$74K 951 +951 New
SWP
491
Strategic Wealth Partners
Ohio
$73K 935 – –
SBL
492
Sargent Bickham Lagudis
Colorado
$72K 922 -754 -45%
CFA
493
Carroll Financial Associates
North Carolina
$68K 876 – –
AIS
494
Accurate Investment Solutions
Pennsylvania
$65K 825 – –
CWM
495
Cedar Wealth Management
California
$63K 800 – –
GRP
496
Global Retirement Partners
California
$63K 800 +800 New
LFG
497
LifePlan Financial Group
Ohio
$62K 786 – –
MAM
498
Meeder Asset Management
Ohio
$61K 783 -436 -36%
MA
499
MCF Advisors
Kentucky
$61K 782 – –
BWM
500
Baystate Wealth Management
Massachusetts
$61K 785 +144 +22%
18 19
20
21 22