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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 %
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$1.31M 21,174 -486 -2%
BA
152
Bennicas & Associates
California
$1.3M 21,000 +21,000 New
First Trust Advisors
153
First Trust Advisors
Illinois
$1.3M 20,986 -33,000 -61%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$1.27M 20,482 +20,482 New
AB
155
Amalgamated Bank
New York
$1.24M 20,056 -190 -0.9%
DCM
156
Dupont Capital Management
Delaware
$1.23M 19,819 +376 +2%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$1.23M 19,785 -26,276 -57%
SG Americas Securities
158
SG Americas Securities
New York
$1.21M 19,476 +5,871 +43%
TYCC
159
Texas Yale Capital Corp
Florida
$1.17M 18,874 +3 +0%
Principal Financial Group
160
Principal Financial Group
Iowa
$1.11M 17,924 +1,460 +9%
CCM
161
Coldstream Capital Management
Washington
$1.11M 17,843 +620 +4%
SW
162
SVB Wealth
Massachusetts
$1.08M 17,498 -4,150 -19%
AG
163
Advisor Group
Arizona
$1.07M 17,272 -352 -2%
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$1.06M 17,107 +516 +3%
Mitsubishi UFJ Asset Management
165
Mitsubishi UFJ Asset Management
Japan
$1.06M 17,096 +1,820 +12%
USAA
166
United Services Automobile Association
Texas
$1.04M 16,708 +16,708 New
ABC
167
Associated Banc-Corp
Wisconsin
$1.04M 16,700 +3,200 +24%
ERSOT
168
Employees Retirement System of Texas
Texas
$992K 16,000 – –
Neuberger Berman Group
169
Neuberger Berman Group
New York
$987K 15,381 -49,896 -76%
FNBT
170
FineMark National Bank & Trust
Florida
$940K 15,161 – –
SSA
171
Schonfeld Strategic Advisors
New York
$918K 14,813 +11,403 +334%
LFA
172
Legacy Financial Advisors
Kentucky
$916K 14,785 +145 +1%
RA
173
RMR Advisors
Massachusetts
$911K 14,700 – –
EIA
174
Eldridge Investment Advisors
New Hampshire
$906K 14,625 +1,700 +13%
Canada Life
175
Canada Life
Manitoba, Canada
$893K 14,375 +113 +0.8%
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