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W.P. Carey
WPC

Overview Fund Activity

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.52B
2
BlackRock
2
BlackRock
New York
$834M
3
State Street
3
State Street
Massachusetts
$302M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$166M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$118M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.6M
2
MAM
2
Martingale Asset Management
Massachusetts
$6.47M
3
CEP
3
Chicago Equity Partners
Illinois
$3.91M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.78M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CEP
101
Chicago Equity Partners
Illinois
$3.91M 59,765 -110,280 -65%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$3.87M 59,149 +30,567 +107%
SHA
103
Seneca House Advisors
Virginia
$3.78M 57,889 +17,544 +43%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$3.76M 57,517 +1,480 +3%
Invesco
105
Invesco
Georgia
$3.75M 57,360 +6,049 +12%
GCA
106
Gradient Capital Advisors
California
$3.41M 52,226 +49,019 +1,529%
GC
107
Gruss & Co
Florida
$3.29M 50,277 – –
Nuveen Asset Management
108
Nuveen Asset Management
Illinois
$3.28M 50,134 +50,134 New
IA
109
IFP Advisors
Florida
$3.25M 49,819 +1,119 +2%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.25M 49,689 +2,825 +6%
FAF
111
Fjarde Ap-fonden
Sweden
$3.12M 47,800 +47,800 New
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$3.11M 47,645 +36,745 +337%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$3.08M 47,367 +29,393 +164%
CAM
114
Cozad Asset Management
Illinois
$3.03M 46,337 +132 +0.3%
CB
115
Commerce Bank
Missouri
$3.01M 46,099 +4,693 +11%
SG Americas Securities
116
SG Americas Securities
New York
$2.87M 43,854 +33,744 +334%
Creative Planning
117
Creative Planning
Kansas
$2.85M 43,651 +16,182 +59%
ERSOT
118
Employees Retirement System of Texas
Texas
$2.81M 43,000 – –
SCM
119
Stellar Capital Management
Arizona
$2.81M 42,927 +95 +0.2%
RFWA
120
RPg Family Wealth Advisory
Massachusetts
$2.8M 42,877 +2,180 +5%
WSCM
121
Wellington Shields Capital Management
New York
$2.8M 42,861 +5,520 +15%
HCA
122
Horan Capital Advisors
Ohio
$2.75M 42,064 +165 +0.4%
MWM
123
Mission Wealth Management
California
– – – –
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2.69M 41,149 -462 -1%
PRS
125
Pinkerton Retirement Specialists
Idaho
$2.68M 41,031 +41,031 New
3 4
5
6 7