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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 %
PS
151
Presima Securities
Quebec, Canada
$2.12M 32,500 +32,500 New
HSBC Holdings
152
HSBC Holdings
United Kingdom
$2.09M 32,029 +14,534 +83%
CIC
153
Cornercap Investment Counsel
Georgia
$2.07M 31,696 -854 -3%
Rafferty Asset Management
154
Rafferty Asset Management
New York
$2.05M 31,436 +2,473 +9%
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$2.05M 31,400 +15,400 +96%
DILIC
156
Dai-ichi Life Insurance Company
Japan
$2.04M 31,182 +31,182 New
WWM
157
Willingdon Wealth Management
North Carolina
$2M 30,643 -1,228 -4%
AB
158
Amalgamated Bank
New York
$1.94M 29,723 +9,681 +48%
LPC
159
Loeb Partners Corp
New York
$1.9M 29,100 +200 +0.7%
FAAS
160
First Allied Advisory Services
California
$1.87M 28,604 +21,054 +279%
FTIOP
161
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.87M 28,604 +4,325 +18%
URS
162
Utah Retirement Systems
Utah
$1.86M 28,522 +2,600 +10%
LFA
163
Legacy Financial Advisors
Kentucky
$1.86M 28,393 +606 +2%
S
164
Seeyond
France
$1.81M 27,703 +27,703 New
Prudential Financial
165
Prudential Financial
New Jersey
$1.78M 27,300 -90,300 -77%
ABC
166
Associated Banc-Corp
Wisconsin
$1.75M 26,800 – –
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$1.72M 26,269 +1,897 +8%
CRC
168
Curi RMB Capital
Illinois
$1.69M 25,911 +1,946 +8%
SOAMC
169
Spirit of America Management Corp
New York
$1.67M 25,555 -1,500 -6%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$1.66M 25,338 -54,065 -68%
TA
171
TFG Advisers
Michigan
$1.66M 25,342 +25,342 New
RCA
172
Rowland Carmichael Advisors
Arizona
$1.63M 25,000 -326 -1%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$1.63M 24,981 +3,146 +14%
ASN
174
Advisory Services Network
Georgia
$1.61M 24,614 +13,824 +128%
USAA
175
United Services Automobile Association
Texas
$1.6M 24,457 +7,749 +46%
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