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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$97.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$45M
3
Ameriprise
3
Ameriprise
Minnesota
$205M
4
BlackRock
4
BlackRock
New York
$473M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$38.3M

Top Sellers

1
MG
1
Markel Group
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.9M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
MAM
4
Martingale Asset Management
Massachusetts
$23.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$807K
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$7.56M 120,070 -34,816 -22%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$7.2M 114,373 -5,610 -5%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$7.17M 113,899 +1,979 +2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$6.92M 109,788 -2,123 -2%
VRS
55
Virginia Retirement Systems
Virginia
$6.91M 109,758 +2,553 +2%
RJA
56
Raymond James & Associates
Florida
$6.77M 107,425 -1,287 -1%
WP
57
WealthPLAN Partners
Nebraska
$6.44M 96,117 +24,035 +33%
Citigroup
58
Citigroup
New York
$6.31M 100,160 -3,720 -4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$5.97M 94,813 -4,542 -5%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$5.67M 89,950 +5,163 +6%
Bessemer Group
61
Bessemer Group
New Jersey
$5.66M 89,831 -1,916 -2%
EVM
62
Eaton Vance Management
Massachusetts
$5.63M 89,298 +15,722 +21%
DADC
63
D.A. Davidson & Co
Montana
$5.36M 85,154 +4,603 +6%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$5.2M 82,612 +612 +0.7%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$5.11M 81,070 -18,583 -19%
NIPH
66
NN Investment Partners Holdings
Netherlands
$5M 79,378 +79,378 New
William Blair & Company
67
William Blair & Company
Illinois
$4.79M 76,034 -116 -0.2%
KS
68
Karpas Strategies
Connecticut
$4.78M 75,937 – –
MDCM
69
Morgan Dempsey Capital Management
Wisconsin
$4.57M 72,600 -3,026 -4%
Nomura Asset Management
70
Nomura Asset Management
Japan
$4.53M 71,981 +1,859 +3%
RA
71
Resource America
New York
$4.5M 71,470 +21,120 +42%
Barclays
72
Barclays
United Kingdom
$4.39M 69,645 +3,160 +5%
BG
73
Bahl & Gaynor
Ohio
$4.24M 67,257 -5,794 -8%
MHI
74
Miller Howard Investments
New York
$4.05M 64,269 – –
SSWM
75
Sheets Smith Wealth Management
North Carolina
$3.92M 62,255 +1,375 +2%
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3
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