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W.P. Carey
WPC

Overview Fund Activity

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$68.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$32.2M
3
BlackRock
3
BlackRock
New York
$480M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$14M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$6.48M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
3
American Century Companies
Missouri
$7.42M
4
MG
4
Markel Group
Virginia
$46.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
51
Rock Point Advisors
Vermont
$8.05M -$293K -4,511 -4%
NC
52
Nicholas Company
Wisconsin
$7.84M – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$7.8M -$6.5K -100 -0.1%
American Century Companies
54
American Century Companies
Missouri
$7.42M -$25.9M -397,838 -78%
AllianceBernstein
55
AllianceBernstein
Tennessee
$7.27M -$133K -2,042 -2%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$7.27M +$537K +8,264 +8%
RJA
57
Raymond James & Associates
Florida
$7.07M +$90.6K +1,394 +1%
VRS
58
Virginia Retirement Systems
Virginia
$6.97M -$2.59M -39,921 -27%
Citigroup
59
Citigroup
New York
$6.75M +$884K +13,599 +15%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$6.52M +$950K +14,622 +17%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$6.48M +$6.26M +96,286 +2,860%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$6.46M +$76.8K +1,182 +1%
PI
63
Putnam Investments
Massachusetts
$6.14M -$303K -4,655 -5%
Bessemer Group
64
Bessemer Group
New Jersey
$5.96M – – –
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$5.51M +$30.5K +470 +0.6%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$5.33M +$3.19M +49,098 +149%
DADC
67
D.A. Davidson & Co
Montana
$5.24M +$5.72K +88 +0.1%
William Blair & Company
68
William Blair & Company
Illinois
$4.95M +$113K +1,737 +2%
KS
69
Karpas Strategies
Connecticut
$4.94M -$71.3K -1,097 -1%
MDCM
70
Morgan Dempsey Capital Management
Wisconsin
$4.92M -$234K -3,597 -5%
EVM
71
Eaton Vance Management
Massachusetts
$4.78M -$4.78M -73,577 -50%
BG
72
Bahl & Gaynor
Ohio
$4.75M -$188K -2,888 -4%
WP
73
WealthPLAN Partners
Nebraska
$4.69M +$950K +14,615 +25%
Nomura Asset Management
74
Nomura Asset Management
Japan
$4.56M -$167K -2,573 -4%
Barclays
75
Barclays
United Kingdom
$4.32M +$2.77M +42,615 +179%
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