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W.P. Carey
WPC

Overview Fund Activity

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$309M
2
State Street
2
State Street
Massachusetts
$493M
3
BC
3
Brookfield Corp
Ontario, Canada
$109M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$75.9M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$121M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$169M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
DC
5
Davenport & Co
Virginia
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
EVM
76
Eaton Vance Management
Massachusetts
$8.29M 105,889 +18,111 +21%
SCM
77
Shoals Capital Management
Virginia
$7.83M 100,000 +100,000 New
MA
78
Mutual Advisors
Nebraska
$7.64M 97,572 +16,033 +20%
UCFA
79
United Capital Financial Advisors
Texas
$7.16M 91,423 +19,532 +27%
PAG
80
Private Advisor Group
New Jersey
$7.14M 91,182 +9,930 +12%
WP
81
WealthPLAN Partners
Nebraska
$7.13M 89,142 +2,714 +3%
SAM
82
Shell Asset Management
Netherlands
$6.88M 87,828 +69,078 +368%
NC
83
Nicholas Company
Wisconsin
$6.79M 86,650 -36,370 -30%
RPA
84
Rock Point Advisors
Vermont
$6.72M 85,769 -20,923 -20%
William Blair & Company
85
William Blair & Company
Illinois
$6.68M 85,254 +9,866 +13%
AG
86
Aperio Group
California
$6.57M 83,823 +244 +0.3%
BG
87
Bahl & Gaynor
Ohio
$6.55M 83,570 +9,279 +12%
SGI
88
Summit Global Investments
Utah
$6.48M 82,675 +625 +0.8%
Treasurer of the State of North Carolina
89
Treasurer of the State of North Carolina
North Carolina
$6.34M 80,972 +842 +1%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$6.17M 78,843 +9,635 +14%
APG Asset Management
91
APG Asset Management
Netherlands
$5.96M 85,500 +85,500 New
AAF
92
Andra AP-fonden
Sweden
$5.95M 75,900 +75,900 New
Squarepoint
93
Squarepoint
New York
$5.88M 75,025 +75,025 New
KS
94
Karpas Strategies
Connecticut
$5.82M 74,275 -100 -0.1%
Robeco Institutional Asset Management
95
Robeco Institutional Asset Management
Netherlands
$5.82M 74,246 +10,186 +16%
USAA
96
United Services Automobile Association
Texas
$5.81M 74,201 +49,744 +203%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$5.78M 73,846 +48,865 +196%
AG
98
Advisor Group
Arizona
$5.71M 72,877 +2,220 +3%
NIPH
99
NN Investment Partners Holdings
Netherlands
$5.7M 72,717 -27,964 -28%
MDCM
100
Morgan Dempsey Capital Management
Wisconsin
$5.68M 72,446 +1,963 +3%
2 3
4
5 6