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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 %
SCM
101
Sterling Capital Management
North Carolina
$2.62M +$86.2K +1,327 +3%
VLKIM
102
Van Lanschot Kempen Investment Management
Netherlands
$2.59M +$7.22K +111 +0.3%
SHA
103
Seneca House Advisors
Virginia
$2.55M +$63.5K +977 +3%
UCFA
104
United Capital Financial Advisors
Texas
$2.55M +$216K +3,331 +9%
QI
105
QS Investors
New York
$2.54M -$94.7K -1,457 -4%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$2.51M -$21.4K -329 -0.8%
NFG
107
NewFocus Financial Group
Washington
$2.48M +$31.5K +484 +1%
ADBIC
108
A.D. Beadell Investment Counsel
Wisconsin
$2.41M +$65 +1 +0%
AQR Capital Management
109
AQR Capital Management
Connecticut
$2.4M +$824K +12,688 +52%
RWM
110
Rench Wealth Management
Texas
$2.38M -$67.4K -1,037 -3%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$2.32M +$357K +5,485 +18%
IWA
112
Inspirion Wealth Advisors
Illinois
$2.29M – – –
PTCG
113
Pring Turner Capital Group
California
$2.28M +$18.2K +280 +0.8%
SG Americas Securities
114
SG Americas Securities
New York
$2.28M +$983K +15,128 +76%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.23M +$866K +13,333 +64%
TA
116
Townsend & Associates
Colorado
$2.21M -$40.2K -618 -2%
BIMC
117
Benson Investment Management Company
Virginia
$2.2M – – –
Macquarie Group
118
Macquarie Group
Australia
$2.19M +$319K +4,901 +17%
AA
119
Ancora Advisors
Ohio
$2.19M -$12.6K -194 -0.6%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.16M -$34.9K -537 -2%
Stifel Financial
121
Stifel Financial
Missouri
$2.15M +$149K +2,281 +7%
WWM
122
Willingdon Wealth Management
North Carolina
$2.13M -$93.3K -1,435 -4%
Rafferty Asset Management
123
Rafferty Asset Management
New York
$2.12M +$332K +5,110 +19%
WSCM
124
Wellington Shields Capital Management
New York
$2.09M +$1.3K +20 +0.1%
CIC
125
Cornercap Investment Counsel
Georgia
$2.08M +$368K +5,667 +21%
3 4
5
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