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W.P. Carey
WPC

Overview Fund Activity

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$309M
2
State Street
2
State Street
Massachusetts
$493M
3
BC
3
Brookfield Corp
Ontario, Canada
$109M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$75.9M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$121M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$169M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
DC
5
Davenport & Co
Virginia
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$5.61M 71,676 +3,855 +6%
BA
102
Boston Advisors
Massachusetts
$5.55M 70,888 +31,673 +81%
RA
103
Resource America
New York
$5.48M 70,000 – –
Macquarie Group
104
Macquarie Group
Australia
$5.18M 66,100 +3,200 +5%
HAG
105
HighPoint Advisor Group
Illinois
$5.08M 65,354 -2,441 -4%
SG Americas Securities
106
SG Americas Securities
New York
$5.03M 64,235 +20,381 +46%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$5.01M 64,001 +3,013 +5%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$4.99M 63,659 +13,970 +28%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$4.84M 61,800 +4,283 +7%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$4.81M 61,419 +2,270 +4%
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$4.76M 60,744 +60,744 New
Aviva
112
Aviva
United Kingdom
$4.7M 60,054 +60,054 New
CEP
113
Chicago Equity Partners
Illinois
$4.68M 59,765 – –
FAF
114
Fjarde Ap-fonden
Sweden
$4.63M 59,070 +11,270 +24%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.61M 58,797 -3,075 -5%
DADC
116
D.A. Davidson & Co
Montana
$4.57M 58,751 -25,223 -30%
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
$4.56M 58,235 -1,668 -3%
Citadel Advisors
118
Citadel Advisors
Florida
$4.3M 54,937 -150,531 -73%
SHA
119
Seneca House Advisors
Virginia
$4.29M 54,817 -3,072 -5%
UH
120
Unigestion Holding
Switzerland
$4.03M 51,441 +51,441 New
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$4.02M 51,253 -18,222 -26%
CB
122
Commerce Bank
Missouri
$3.91M 49,869 +3,770 +8%
GC
123
Gruss & Co
Florida
$3.9M 49,777 -500 -1%
Mitsubishi UFJ Asset Management
124
Mitsubishi UFJ Asset Management
Japan
$3.89M 49,660 +2,293 +5%
CAM
125
Cozad Asset Management
Illinois
$3.68M 46,961 +624 +1%
3 4
5
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