WPC icon

W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
State Street
2
State Street
Massachusetts
$578M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.3M
5
BlackRock
5
BlackRock
New York
$1.11B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$861K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$151K
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$7.74M 97,376 +4,033 +4%
PAG
77
Private Advisor Group
New Jersey
$7.57M 95,252 +2,155 +2%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$7.43M 93,389 +52,776 +130%
WP
79
WealthPLAN Partners
Nebraska
$7.34M 85,280 -5,734 -6%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$7.08M 89,015 -20,420 -19%
AG
81
Aperio Group
California
$7.05M 88,655 +3,072 +4%
NC
82
Nicholas Company
Wisconsin
$7.02M 88,317 -153 -0.2%
SAM
83
Shell Asset Management
Netherlands
$6.98M 87,802 -1,870 -2%
Treasurer of the State of North Carolina
84
Treasurer of the State of North Carolina
North Carolina
$6.97M 87,624 +4,952 +6%
Citadel Advisors
85
Citadel Advisors
Florida
$6.87M 86,408 +30,317 +54%
UH
86
Unigestion Holding
Switzerland
$6.8M 85,500 +32,979 +63%
BCIM
87
British Columbia Investment Management
British Columbia, Canada
$6.35M 79,909 +27,580 +53%
APG Asset Management
88
APG Asset Management
Netherlands
$6.32M 90,563 +3,267 +4%
William Blair & Company
89
William Blair & Company
Illinois
$6.32M 79,418 -7,626 -9%
MDCM
90
Morgan Dempsey Capital Management
Wisconsin
$6.31M 79,333 +5,366 +7%
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$6.27M 78,877 +3,072 +4%
Macquarie Group
92
Macquarie Group
Australia
$6.25M 78,617 +11,129 +16%
GIA
93
Gateway Investment Advisers
Ohio
$6.05M 76,099 +76,099 New
KS
94
Karpas Strategies
Connecticut
$6.03M 75,835 – –
AAF
95
Andra AP-fonden
Sweden
$5.96M 74,941 -2,553 -3%
NIPH
96
NN Investment Partners Holdings
Netherlands
$5.88M 73,906 -338 -0.5%
RA
97
Resource America
New York
$5.68M 71,470 – –
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$5.51M 69,250 +9,792 +16%
AG
99
Advisor Group
Arizona
$5.5M 69,067 -5,340 -7%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$5.46M 68,616 +5,907 +9%
2 3
4
5 6