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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 %
Invesco
126
Invesco
Georgia
$3.6M 45,996 -11,364 -20%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$3.54M 45,147 +13,118 +41%
SEI Investments
128
SEI Investments
Pennsylvania
$3.37M 43,079 +5,156 +14%
S
129
Seeyond
France
$3.37M 43,022 +15,319 +55%
ERSOT
130
Employees Retirement System of Texas
Texas
$3.37M 43,000 – –
SCM
131
Stellar Capital Management
Arizona
$3.34M 42,577 -350 -0.8%
HCM
132
HGI Capital Management
New York
$3.3M 42,060 +42,060 New
RFWA
133
RPg Family Wealth Advisory
Massachusetts
$3.28M 41,865 -1,012 -2%
WSCM
134
Wellington Shields Capital Management
New York
$3.24M 41,330 -1,531 -4%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$3.23M 41,254 +105 +0.3%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$3.12M 39,778 -55 -0.1%
QI
137
QS Investors
New York
$3.08M 39,330 +952 +2%
Creative Planning
138
Creative Planning
Kansas
$3.07M 39,153 -4,498 -10%
RWM
139
Rench Wealth Management
Texas
$3.04M 38,861 +653 +2%
GCA
140
Gradient Capital Advisors
California
$3.03M 38,672 -13,554 -26%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$2.99M 38,175 +4,104 +12%
TYCC
142
Texas Yale Capital Corp
Florida
$2.99M 38,180 +19,094 +100%
ZIM
143
Zacks Investment Management
Illinois
$2.97M 37,928 -1,051 -3%
VanEck Associates
144
VanEck Associates
New York
$2.97M 37,859 +37,859 New
HCA
145
Horan Capital Advisors
Ohio
$2.96M 37,814 -4,250 -10%
GIBU
146
Gulf International Bank (UK)
United Kingdom
$2.94M 37,570 – –
WA
147
Wealthstar Advisors
Texas
$2.93M 37,404 +72 +0.2%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$2.89M 36,934 +5,498 +17%
NFG
149
NewFocus Financial Group
Washington
$2.89M 36,926 +465 +1%
URS
150
Utah Retirement Systems
Utah
$2.88M 36,806 +8,284 +29%
4 5
6
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