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W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
State Street
2
State Street
Massachusetts
$578M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.3M
5
BlackRock
5
BlackRock
New York
$1.11B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$861K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$151K
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
101
Sheets Smith Wealth Management
North Carolina
$5.21M +$14.7K +185 +0.3%
FAF
102
Fjarde Ap-fonden
Sweden
$5.2M +$406K +5,105 +8%
CEP
103
Chicago Equity Partners
Illinois
$5.08M +$227K +2,849 +5%
Aviva
104
Aviva
United Kingdom
$5.06M +$182K +2,284 +4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$4.98M -$33.2K -418 -0.7%
TIAAOA
106
Teachers Insurance & Annuity Association of America
New York
$4.97M -$7.04M -88,527 -59%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$4.94M -$226K -2,845 -4%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.85M +$78.7K +990 +2%
ASRS
109
Arizona State Retirement System
Arizona
$4.8M +$1.83M +22,989 +61%
DADC
110
D.A. Davidson & Co
Montana
$4.62M -$151K -1,905 -3%
USAA
111
United Services Automobile Association
Texas
$4.59M -$1.44M -18,074 -24%
SHA
112
Seneca House Advisors
Virginia
$4.56M -$93K -1,120 -2%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$4.56M +$525K +6,601 +13%
Franklin Resources
114
Franklin Resources
California
$4.55M +$2.32M +29,225 +104%
SEI Investments
115
SEI Investments
Pennsylvania
$4.48M +$997K +12,604 +29%
HCM
116
HGI Capital Management
New York
$4.47M +$1.05M +13,214 +31%
Royal London Asset Management
117
Royal London Asset Management
United Kingdom
$4.45M -$479K -6,017 -10%
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$4.38M +$3.33M +41,892 +318%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$4.31M +$647K +8,142 +18%
Renaissance Technologies
120
Renaissance Technologies
New York
$4.21M -$7.95M -99,956 -65%
HAG
121
HighPoint Advisor Group
Illinois
$4.2M -$1.31M -15,906 -24%
SGI
122
Summit Global Investments
Utah
$4.18M -$2.53M -31,808 -38%
BG
123
Bahl & Gaynor
Ohio
$4.06M -$2.72M -34,265 -40%
GC
124
Gruss & Co
Florida
$4.04M – – –
BNP Paribas Asset Management
125
BNP Paribas Asset Management
France
$3.95M -$6.71M -84,353 -63%
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5
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