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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 Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$3.75M +$3.75M +59,460 New
ZIM
77
Zacks Investment Management
Illinois
$3.64M +$104K +1,657 +3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.6M -$141K -2,231 -4%
First Trust Advisors
79
First Trust Advisors
Illinois
$3.55M +$303K +4,811 +9%
PAG
80
Private Advisor Group
New Jersey
$3.54M +$1.82M +28,928 +106%
ACI
81
AMP Capital Investors
Australia
$3.44M -$135K -2,141 -4%
AG
82
Aperio Group
California
$3.37M +$15.1K +240 +0.5%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$3.34M -$167K -2,654 -5%
PPA
84
Parametric Portfolio Associates
Washington
$3.32M -$337K -5,347 -9%
Invesco
85
Invesco
Georgia
$3.3M +$179K +2,837 +6%
Treasurer of the State of North Carolina
86
Treasurer of the State of North Carolina
North Carolina
$3.27M +$1.11M +17,677 +52%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.26M +$10.6K +168 +0.3%
GC
88
Gruss & Co
Florida
$3.23M – – –
American Century Companies
89
American Century Companies
Missouri
$3.18M -$4.01M -63,609 -56%
IA
90
IFP Advisors
Florida
$3.13M -$8K -127 -0.3%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.06M -$68.9K -1,096 -2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$3.01M +$200K +3,169 +7%
CAM
93
Cozad Asset Management
Illinois
$2.97M +$54.4K +863 +2%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.9M -$309K -4,916 -10%
PI
95
Putnam Investments
Massachusetts
$2.85M -$3.1M -49,190 -52%
ERSOT
96
Employees Retirement System of Texas
Texas
$2.77M +$1.74M +27,567 +169%
GC
97
Guggenheim Capital
Illinois
$2.76M +$1.18M +18,812 +75%
SCM
98
Stellar Capital Management
Arizona
$2.76M +$77.3K +1,227 +3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$2.75M +$313K +4,967 +13%
HCA
100
Horan Capital Advisors
Ohio
$2.7M -$25.4K -403 -0.9%
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4
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