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W.P. Carey
WPC

Overview Fund Activity

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M
3
BlackRock
BlackRock
New York
$480M
4
Two Sigma Investments
Two Sigma Investments
New York
$14M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.48M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
American Century Companies
Missouri
$7.42M
4
MG
Markel Group
Virginia
$46.5M
5
Morgan Stanley
Morgan Stanley
New York
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
126
Mackay Shields LLC
New York
$2.03M -$4.7M -72,389 -70%
US Bancorp
127
US Bancorp
Minnesota
$1.96M -$541K -8,317 -22%
SOAMC
128
Spirit of America Management Corp
New York
$1.93M -$203K -3,130 -10%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$1.88M +$65.6K +1,010 +4%
FRAF
130
Första AP-fonden
Sweden
$1.87M -$106K -1,634 -5%
WSC
131
Wellington Shields & Co
New York
$1.86M -$352K -5,411 -16%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$1.86M +$1.17M +18,071 +172%
Renaissance Technologies
133
Renaissance Technologies
New York
$1.85M -$6.46M -99,445 -78%
SI
134
Stephens Inc
Arkansas
$1.82M +$46.7K +719 +3%
Creative Planning
135
Creative Planning
Kansas
$1.8M +$363K +5,584 +25%
ProShare Advisors
136
ProShare Advisors
Maryland
$1.78M -$57.4K -883 -3%
ABC
137
Associated Banc-Corp
Wisconsin
$1.78M +$670K +10,312 +60%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$1.77M +$1.77M +27,260 New
PP
139
Paloma Partners
Connecticut
$1.76M +$1.38M +21,197 +360%
PAG
140
Private Advisor Group
New Jersey
$1.75M -$696K -10,802 -28%
RCA
141
Rowland Carmichael Advisors
Arizona
$1.72M -$54.2K -834 -3%
URS
142
Utah Retirement Systems
Utah
$1.69M +$26.6K +409 +2%
FTIOP
143
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.66M -$39.8K -613 -2%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$1.64M +$98.8K +1,521 +6%
GC
145
Guggenheim Capital
Illinois
$1.62M -$639K -9,839 -28%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$1.62M -$4.87K -75 -0.3%
Citadel Advisors
147
Citadel Advisors
Florida
$1.6M +$1.13M +17,449 +244%
CRC
148
Curi RMB Capital
Illinois
$1.59M +$520 +8 +0%
WA
149
Wealthstar Advisors
Texas
$1.56M -$8.17K -127 -0.5%
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$1.53M +$66.4K +1,021 +5%
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