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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 %
MHI
76
Miller Howard Investments
New York
$3.9M 62,947 – –
PPA
77
Parametric Portfolio Associates
Washington
$3.61M 58,287 +7,405 +15%
SSWM
78
Sheets Smith Wealth Management
North Carolina
$3.6M 58,033 -86 -0.1%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.57M 57,633 +9,521 +20%
BIAS
80
Beacon Investment Advisory Services
New Jersey
$3.56M 57,461 +473 +0.8%
ACI
81
AMP Capital Investors
Australia
$3.54M 57,008 -4,139 -7%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$3.52M 56,783 +7,336 +15%
WP
83
WealthPLAN Partners
Nebraska
$3.49M 56,285 +14,305 +34%
IA
84
IFP Advisors
Florida
$3.32M 48,185 – –
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$3.31M 53,387 +474 +0.9%
HighTower Advisors
86
HighTower Advisors
Illinois
$3.29M 53,207 -2,363 -4%
ZIM
87
Zacks Investment Management
Illinois
$3.16M 51,011 +51,011 New
GC
88
Gruss & Co
Florida
$3.12M 50,277 -5,000 -9%
Invesco
89
Invesco
Georgia
$3.05M 49,176 +8,103 +20%
APG Asset Management
90
APG Asset Management
Netherlands
$2.95M 58,500 -8,900 -13%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$2.77M 44,690 +4,948 +12%
SEI Investments
92
SEI Investments
Pennsylvania
$2.77M 44,683 +13,037 +41%
AG
93
Aperio Group
California
$2.66M 42,831 -22,537 -34%
HCA
94
Horan Capital Advisors
Ohio
$2.63M 42,492 +1,465 +4%
RFWA
95
RPg Family Wealth Advisory
Massachusetts
$2.55M 41,085 +116 +0.3%
SCM
96
Stellar Capital Management
Arizona
$2.54M 40,885 +1,040 +3%
MIAN
97
Mariner Independent Advisor Network
Kansas
$2.5M 40,399 +18,102 +81%
AIMCA
98
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.47M 39,900 +39,900 New
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$2.47M 39,817 – –
QI
100
QS Investors
New York
$2.46M 39,696 +8,797 +28%
2 3
4
5 6