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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$97.3M
2
Goldman Sachs
Goldman Sachs
New York
$45M
3
Ameriprise
Ameriprise
Minnesota
$205M
4
BlackRock
BlackRock
New York
$473M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$38.3M

Top Sellers

1
MG
Markel Group
Virginia
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$63.9M
3
Bank of America
Bank of America
North Carolina
$12M
4
MAM
Martingale Asset Management
Massachusetts
$23.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$807K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
151
Coldstream Capital Management
Washington
$1.29M +$124K +1,969 +11%
AB
152
Amalgamated Bank
New York
$1.29M -$4.35K -69 -0.3%
TYCC
153
Texas Yale Capital Corp
Florida
$1.23M +$252 +4 +0%
WSC
154
Wellington Shields & Co
New York
$1.2M -$611K -9,700 -34%
BIAS
155
Beacon Investment Advisory Services
New Jersey
$1.19M +$1.19M +18,943 New
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$1.16M +$34.5K +547 +3%
Millennium Management
157
Millennium Management
New York
$1.15M -$2.02M -31,987 -64%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$1.13M +$173K +2,742 +18%
UCFA
159
United Capital Financial Advisors
Texas
$1.12M -$1.35M -21,456 -55%
FRAF
160
Första AP-fonden
Sweden
$1.11M -$701K -11,129 -39%
USAA
161
United Services Automobile Association
Texas
$1.07M – – –
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$1.03M -$457K -7,249 -31%
SPC
163
Sigma Planning Corp
Michigan
$1.03M +$78.3K +1,242 +8%
VIA
164
Vident Investment Advisory
Georgia
$956K +$601K +9,540 +169%
RA
165
RMR Advisors
Massachusetts
$946K – – –
AAM
166
Advisors Asset Management
Colorado
$938K +$146K +2,323 +18%
Canada Life
167
Canada Life
Manitoba, Canada
$927K +$7.25K +115 +0.8%
FCCM
168
First City Capital Management
Georgia
$898K +$898K +14,253 New
CFB
169
Cullen/Frost Bankers
Texas
$882K +$206K +3,265 +30%
CCM
170
Cribstone Capital Management
Maine
$881K -$9.26K -147 -1%
CA
171
Cetera Advisors
Colorado
$877K +$94.2K +1,498 +12%
EIA
172
Eldridge Investment Advisors
New Hampshire
$863K -$22.5K -357 -3%
AAP
173
Arax Advisory Partners
Colorado
$858K +$858K +13,622 New
CIBC World Market
174
CIBC World Market
Ontario, Canada
$853K -$16.3K -259 -2%
Neuberger Berman Group
175
Neuberger Berman Group
New York
$837K -$56.1K -891 -6%
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