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W.P. Carey
WPC

Overview Fund Activity

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$14.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.9M
3
MSL
3
Mackay Shields LLC
New York
$6.29M
4
CEP
4
Chicago Equity Partners
Illinois
$6.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
American Century Companies
3
American Century Companies
Missouri
$31.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$59M
5
Goldman Sachs
5
Goldman Sachs
New York
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
51
Amundi Asset Management US
Massachusetts
$7.57M 122,166 +40,499 +50%
NC
52
Nicholas Company
Wisconsin
$7.32M 118,155 -5,700 -5%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$7.29M 117,613 +1,388 +1%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$6.92M 111,624 +29,100 +35%
AllianceBernstein
55
AllianceBernstein
Tennessee
$6.92M 111,609 -500 -0.4%
CEP
56
Chicago Equity Partners
Illinois
$6.88M 111,030 +100,795 +985%
Two Sigma Investments
57
Two Sigma Investments
New York
$6.83M 110,174 +46,859 +74%
RJA
58
Raymond James & Associates
Florida
$6.52M 105,111 -17,318 -14%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$6.29M 101,524 +2,536 +3%
MSL
60
Mackay Shields LLC
New York
$6.29M 101,464 +101,464 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$6.11M 96,154 +94,438 +5,503%
PI
62
Putnam Investments
Massachusetts
$6.02M 97,118 -5,659 -6%
Bessemer Group
63
Bessemer Group
New Jersey
$5.57M 89,860 +85,860 +2,147%
Citigroup
64
Citigroup
New York
$5.48M 88,424 +9,523 +12%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$5.2M 83,909 +79,482 +1,795%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$5.12M 82,583 -2,598 -3%
DADC
67
D.A. Davidson & Co
Montana
$4.89M 78,808 +10,179 +15%
MDCM
68
Morgan Dempsey Capital Management
Wisconsin
$4.81M 77,594 +130 +0.2%
KS
69
Karpas Strategies
Connecticut
$4.68M 75,450 -1,600 -2%
BG
70
Bahl & Gaynor
Ohio
$4.61M 74,377 -13,589 -15%
Millennium Management
71
Millennium Management
New York
$4.53M 73,081 +73,081 New
William Blair & Company
72
William Blair & Company
Illinois
$4.52M 72,882 -378 -0.5%
Nomura Asset Management
73
Nomura Asset Management
Japan
$4.41M 71,200 +3,800 +6%
Allianz Asset Management
74
Allianz Asset Management
Germany
$4.38M 70,623 +491 +0.7%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$4.05M 65,380 +2,500 +4%
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3
4 5