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W.P. Carey
WPC

Overview Fund Activity

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$14.1M
2
Deutsche Bank
2
Deutsche Bank
Germany
$13.9M
3
MSL
3
Mackay Shields LLC
New York
$6.29M
4
CEP
4
Chicago Equity Partners
Illinois
$6.88M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.11M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$103M
3
American Century Companies
3
American Century Companies
Missouri
$31.1M
4
Brown Advisory
4
Brown Advisory
Maryland
$59M
5
Goldman Sachs
5
Goldman Sachs
New York
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$1.85M 29,913 -438 -1%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$1.84M 29,617 -628 -2%
Macquarie Group
128
Macquarie Group
Australia
$1.75M 28,200 +1,200 +4%
ProShare Advisors
129
ProShare Advisors
Maryland
$1.72M 27,676 -540 -2%
Janus Henderson Group
130
Janus Henderson Group
United Kingdom
$1.71M 27,500 +8,500 +45%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$1.7M 27,373 +3,202 +13%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$1.67M 26,916 +3,881 +17%
RCA
133
Rowland Carmichael Advisors
Arizona
$1.65M 26,663 +1,954 +8%
SI
134
Stephens Inc
Arkansas
$1.65M 26,650 +2,606 +11%
CIC
135
Cornercap Investment Counsel
Georgia
$1.6M 25,865 +25,865 New
FTIOP
136
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.59M 25,611 -2,150 -8%
RA
137
Resource America
New York
$1.56M 25,197 – –
URS
138
Utah Retirement Systems
Utah
$1.55M 25,022 +300 +1%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$1.52M 24,465 -4,056 -14%
CRC
140
Curi RMB Capital
Illinois
$1.49M 23,957 – –
WA
141
Wealthstar Advisors
Texas
$1.48M 23,938 +23,938 New
MCM
142
Maple Capital Management
Vermont
$1.48M 23,875 -675 -3%
AQR Capital Management
143
AQR Capital Management
Connecticut
$1.47M 23,766 +3,662 +18%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$1.47M 23,662 -13,160 -36%
Barclays
145
Barclays
United Kingdom
$1.45M 23,379 +8,309 +55%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$1.44M 23,158 +18,970 +453%
I2I
147
Insight 2811 Inc
Illinois
$1.43M 23,100 +2,400 +12%
MA
148
Mutual Advisors
Nebraska
$1.43M 23,020 +965 +4%
Daiwa Securities Group
149
Daiwa Securities Group
Japan
$1.37M 22,100 +4,300 +24%
Creative Planning
150
Creative Planning
Kansas
$1.34M 21,636 +482 +2%
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