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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 %
Stifel Financial
126
Stifel Financial
Missouri
$2.65M 40,553 +8,969 +28%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$2.6M 39,833 +19,480 +96%
BA
128
Boston Advisors
Massachusetts
$2.56M 39,215 +39,215 New
ZIM
129
Zacks Investment Management
Illinois
$2.55M 38,979 -17,691 -31%
QI
130
QS Investors
New York
$2.51M 38,378 +21 +0.1%
RWM
131
Rench Wealth Management
Texas
$2.5M 38,208 +669 +2%
SEI Investments
132
SEI Investments
Pennsylvania
$2.49M 37,923 +17,423 +85%
AQR Capital Management
133
AQR Capital Management
Connecticut
$2.48M 37,951 +383 +1%
SPC
134
Sigma Planning Corp
Michigan
$2.47M 37,802 +21,854 +137%
GIBU
135
Gulf International Bank (UK)
United Kingdom
$2.45M 37,570 +37,570 New
WA
136
Wealthstar Advisors
Texas
$2.44M 37,332 +13,517 +57%
BNP Paribas Asset Management
137
BNP Paribas Asset Management
France
$2.42M 37,078 +37,078 New
NFG
138
NewFocus Financial Group
Washington
$2.38M 36,461 -1,983 -5%
ADBIC
139
A.D. Beadell Investment Counsel
Wisconsin
$2.32M 35,573 – –
ProShare Advisors
140
ProShare Advisors
Maryland
$2.31M 35,390 +10,593 +43%
TPA
141
Trivium Point Advisory
Connecticut
$2.29M 35,059 +35,059 New
IWM
142
IHT Wealth Management
Illinois
$2.25M 34,462 +34,462 New
MML Investors Services
143
MML Investors Services
Massachusetts
$2.24M 34,297 +22,388 +188%
PTCG
144
Pring Turner Capital Group
California
$2.23M 34,090 +50 +0.1%
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$2.23M 34,071 -58,792 -63%
CCM
146
Coldstream Capital Management
Washington
$2.21M 33,870 +13,800 +69%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$2.18M 33,382 -579 -2%
AA
148
Ancora Advisors
Ohio
$2.15M 32,971 -409 -1%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$2.15M 32,865 +3,294 +11%
US Bancorp
150
US Bancorp
Minnesota
$2.13M 32,564 +3,874 +14%
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6
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