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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 %
Squarepoint
101
Squarepoint
New York
$2.46M 39,636 +39,636 New
VLKIM
102
Van Lanschot Kempen Investment Management
Netherlands
$2.41M 38,854 +25 +0.1%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$2.37M 38,194 +1,104 +3%
SCM
104
Sterling Capital Management
North Carolina
$2.37M 38,169 +3,410 +10%
US Bancorp
105
US Bancorp
Minnesota
$2.34M 37,745 -229 -0.6%
SHA
106
Seneca House Advisors
Virginia
$2.32M 37,423 +3,613 +11%
PAG
107
Private Advisor Group
New Jersey
$2.31M 37,214 +11,463 +45%
RWM
108
Rench Wealth Management
Texas
$2.29M 36,887 -102 -0.3%
NFG
109
NewFocus Financial Group
Washington
$2.29M 36,861 -493 -1%
ADBIC
110
A.D. Beadell Investment Counsel
Wisconsin
$2.25M 36,296 +3,486 +11%
GXMC
111
Global X Management Company
New York
$2.2M 35,410 +6,119 +21%
UCFA
112
United Capital Financial Advisors
Texas
$2.18M 35,114 -411 -1%
IWA
113
Inspirion Wealth Advisors
Illinois
$2.14M 34,576 -100 -0.3%
GC
114
Guggenheim Capital
Illinois
$2.12M 34,118 -4,037 -11%
PTCG
115
Pring Turner Capital Group
California
$2.12M 34,125 +255 +0.8%
TA
116
Townsend & Associates
Colorado
$2.11M 33,955 +31,416 +1,237%
WWM
117
Willingdon Wealth Management
North Carolina
$2.08M 33,523 -9,949 -23%
WSC
118
Wellington Shields & Co
New York
$2.07M 33,395 -1,901 -5%
AA
119
Ancora Advisors
Ohio
$2.06M 33,156 +2,035 +7%
BIMC
120
Benson Investment Management Company
Virginia
$2.05M 33,105 – –
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.05M 33,053 +2,333 +8%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$2M 32,225 -293 -0.9%
SOAMC
123
Spirit of America Management Corp
New York
$1.99M 32,120 -3,200 -9%
WSCM
124
Wellington Shields Capital Management
New York
$1.95M 31,403 -2,072 -6%
FRAF
125
Första AP-fonden
Sweden
$1.85M 29,800 -600 -2%
3 4
5
6 7