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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 %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$2.68M +$584K +9,275 +28%
CB
102
Commerce Bank
Missouri
$2.66M +$2.25M +35,797 +553%
RFWA
103
RPg Family Wealth Advisory
Massachusetts
$2.62M +$24.8K +394 +1%
SHA
104
Seneca House Advisors
Virginia
$2.6M +$126K +2,006 +5%
Robeco Institutional Asset Management
105
Robeco Institutional Asset Management
Netherlands
$2.56M – – –
Macquarie Group
106
Macquarie Group
Australia
$2.55M +$431K +6,841 +20%
NFG
107
NewFocus Financial Group
Washington
$2.47M +$71.3K +1,132 +3%
QI
108
QS Investors
New York
$2.47M +$5.6K +89 +0.2%
AQR Capital Management
109
AQR Capital Management
Connecticut
$2.42M +$88.4K +1,404 +4%
RWM
110
Rench Wealth Management
Texas
$2.41M +$107K +1,702 +5%
WSCM
111
Wellington Shields Capital Management
New York
$2.4M +$381K +6,043 +19%
AG
112
Advisor Group
Arizona
$2.38M +$1.26M +19,938 +112%
Capital Fund Management (CFM)
113
Capital Fund Management (CFM)
France
$2.33M +$875K +13,885 +60%
ADBIC
114
A.D. Beadell Investment Counsel
Wisconsin
$2.29M -$46.5K -739 -2%
IWA
115
Inspirion Wealth Advisors
Illinois
$2.2M -$28.9K -458 -1%
PTCG
116
Pring Turner Capital Group
California
$2.19M -$23.1K -367 -1%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$2.18M -$66.1K -1,050 -3%
VLKIM
118
Van Lanschot Kempen Investment Management
Netherlands
$2.15M -$354K -5,615 -14%
AA
119
Ancora Advisors
Ohio
$2.15M +$26.6K +423 +1%
CIC
120
Cornercap Investment Counsel
Georgia
$2.09M +$73K +1,159 +4%
WWM
121
Willingdon Wealth Management
North Carolina
$2.05M -$15.9K -252 -0.8%
Stifel Financial
122
Stifel Financial
Missouri
$2.03M -$36.1K -575 -2%
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$1.9M +$77.7K +1,234 +4%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$1.9M +$185K +2,935 +11%
MA
125
Mutual Advisors
Nebraska
$1.88M +$409K +6,491 +28%
3 4
5
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