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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 %
MHI
76
Miller Howard Investments
New York
$4.18M – – –
SSWM
77
Sheets Smith Wealth Management
North Carolina
$3.96M +$106K +1,628 +3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.86M +$95.5K +1,470 +3%
PPA
79
Parametric Portfolio Associates
Washington
$3.77M -$95.4K -1,468 -2%
ACI
80
AMP Capital Investors
Australia
$3.69M -$90.7K -1,396 -2%
ZIM
81
Zacks Investment Management
Illinois
$3.65M +$268K +4,121 +8%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$3.62M +$75.2K +1,158 +2%
AG
83
Aperio Group
California
$3.46M +$619K +9,527 +22%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.35M -$470K -7,232 -12%
First Trust Advisors
85
First Trust Advisors
Illinois
$3.35M +$1.95M +30,066 +140%
GC
86
Gruss & Co
Florida
$3.34M – – –
SOADOR
87
State of Alaska Department of Revenue
Alaska
$3.31M -$1.02M -15,766 -24%
RA
88
Resource America
New York
$3.27M +$1.6M +24,624 +96%
Millennium Management
89
Millennium Management
New York
$3.27M -$1.58M -24,374 -33%
IA
90
IFP Advisors
Florida
$3.24M +$42.4K +653 +1%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.23M -$297K -4,572 -8%
Invesco
92
Invesco
Georgia
$3.22M -$42.7K -657 -1%
SEI Investments
93
SEI Investments
Pennsylvania
$3.07M +$103K +1,579 +3%
CAM
94
Cozad Asset Management
Illinois
$3.01M +$3.01M +46,312 New
GXMC
95
Global X Management Company
New York
$2.95M +$600K +9,228 +26%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$2.9M -$61.7K -949 -2%
HCA
97
Horan Capital Advisors
Ohio
$2.81M -$13.1K -202 -0.5%
SCM
98
Stellar Capital Management
Arizona
$2.76M +$49.4K +760 +2%
RFWA
99
RPg Family Wealth Advisory
Massachusetts
$2.67M -$51.3K -790 -2%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$2.64M – – –
2 3
4
5 6