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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 %
ASRS
151
Arizona State Retirement System
Arizona
$2.87M 36,638 +36,638 New
ProShare Advisors
152
ProShare Advisors
Maryland
$2.87M 36,603 +1,213 +3%
AQR Capital Management
153
AQR Capital Management
Connecticut
$2.74M 34,963 -2,988 -8%
ADBIC
154
A.D. Beadell Investment Counsel
Wisconsin
$2.74M 34,973 -600 -2%
SPC
155
Sigma Planning Corp
Michigan
$2.72M 34,724 -3,078 -8%
TPA
156
Trivium Point Advisory
Connecticut
$2.67M 34,068 -991 -3%
IWM
157
IHT Wealth Management
Illinois
$2.65M 33,858 -604 -2%
MAM
158
Martingale Asset Management
Massachusetts
$2.63M 33,558 -65,386 -66%
MML Investors Services
159
MML Investors Services
Massachusetts
$2.62M 33,410 -887 -3%
DILIC
160
Dai-ichi Life Insurance Company
Japan
$2.54M 32,444 +1,262 +4%
Daiwa Securities Group
161
Daiwa Securities Group
Japan
$2.52M 32,200 +800 +3%
WWM
162
Willingdon Wealth Management
North Carolina
$2.48M 31,598 +955 +3%
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$2.47M 31,528 -1,337 -4%
FAAS
164
First Allied Advisory Services
California
$2.46M 31,402 +2,798 +10%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$2.46M 31,351 -2,031 -6%
AA
166
Ancora Advisors
Ohio
$2.44M 31,109 -1,862 -6%
LFA
167
Legacy Financial Advisors
Kentucky
$2.43M 31,031 +2,638 +9%
AB
168
Amalgamated Bank
New York
$2.39M 30,538 +815 +3%
PCM
169
Prelude Capital Management
New York
$2.36M 30,084 +30,084 New
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$2.27M 28,999 +7,302 +34%
US Bancorp
171
US Bancorp
Minnesota
$2.24M 28,527 -4,037 -12%
FTIOP
172
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.23M 28,404 -200 -0.7%
Franklin Resources
173
Franklin Resources
California
$2.15M 27,417 +13,216 +93%
MSV
174
MN Services Vermogensbeheer
Netherlands
$2.14M 27,300 – –
VIA
175
Vident Investment Advisory
Georgia
$2.12M 27,057 +9,216 +52%
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