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 %
GCA
576
Gideon Capital Advisors
New York
– – -12,510 Closed
ODG
577
O'Dell Group
Ohio
– – -12,270 Closed
Wolverine Trading
578
Wolverine Trading
Illinois
– – -11,947 Closed
Twin Tree Management
579
Twin Tree Management
Texas
– – -11,351 Closed
LTI
580
Laffer Tengler Investments
Tennessee
– – -9,677 Closed
RB
581
Rodgers Brothers
Pennsylvania
– – -9,150 Closed
FWIA
582
Fort Washington Investment Advisors
Ohio
– – -8,327 Closed
WCM
583
Weatherstone Capital Management
Colorado
– – -8,159 Closed
DekaBank Deutsche Girozentrale
584
DekaBank Deutsche Girozentrale
Germany
– – -7,272 Closed
FRM
585
Fox Run Management
Connecticut
– – -4,977 Closed
QT
586
Quantamental Technologies
New York
– – -4,711 Closed
AWE
587
Avidian Wealth Enterprises
Texas
– – -4,459 Closed
UAS
588
United Asset Strategies
New York
– – -4,000 Closed
OIA
589
OneDigital Investment Advisors
Kansas
– – -3,764 Closed
Point72 Asset Management
590
Point72 Asset Management
Connecticut
– – -3,585 Closed
VC
591
Voit & Company
Wisconsin
– – -3,515 Closed
Federated Hermes
592
Federated Hermes
Pennsylvania
– – -3,323 Closed
EWA
593
EP Wealth Advisors
California
– – -3,317 Closed
BC
594
Burney Company
Virginia
– – -3,110 Closed
CSS
595
Cubist Systematic Strategies
Connecticut
– – -3,000 Closed
CWM
596
Catamount Wealth Management
Connecticut
– – -2,666 Closed
FHA
597
First Horizon Advisors
Tennessee
– – -2,632 Closed
SS
598
Sunbelt Securities
Texas
– – -2,089 Closed
SIAG
599
Signet Investment Advisory Group
Rhode Island
– – -1,550 Closed
DWM
600
Doyle Wealth Management
Florida
– – -1,441 Closed
21 22 23
24
25