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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 %
WG
176
Winton Group
United Kingdom
$874K 14,093 +14,093 New
CCM
177
Cribstone Capital Management
Maine
$831K 13,412 +10,764 +406%
SPC
178
Sigma Planning Corp
Michigan
$828K 13,359 -737 -5%
ECM
179
EII Capital Management
New York
$820K 13,223 -1,088 -8%
CIBC World Market
180
CIBC World Market
Ontario, Canada
$820K 13,231 +13,231 New
First Manhattan
181
First Manhattan
New York
$815K 13,150 -1,000 -7%
VIA
182
Vident Investment Advisory
Georgia
$804K 12,900 +4,468 +53%
BAS
183
Brown Advisory Securities
Maryland
$777K 12,531 -188 -1%
CA
184
Cetera Advisors
Colorado
$772K 12,477 +12,477 New
Mariner
185
Mariner
Kansas
$767K 12,378 +2,378 +24%
HSBC Holdings
186
HSBC Holdings
United Kingdom
$759K 12,254 +1,704 +16%
AIA
187
Allegis Investment Advisors
Idaho
$726K 11,711 -1,025 -8%
PCM
188
Parsons Capital Management
Rhode Island
$718K 11,575 +150 +1%
LFAS
189
Level Four Advisory Services
Texas
$706K 11,385 -27,704 -71%
HK
190
Horizon Kinetics
New York
$704K 11,362 +400 +4%
MML Investors Services
191
MML Investors Services
Massachusetts
$701K 11,315 -11,478 -50%
ASN
192
Advisory Services Network
Georgia
$697K 11,238 -120 -1%
AAM
193
Advisors Asset Management
Colorado
$683K 11,399 +1,083 +10%
CFB
194
Cullen/Frost Bankers
Texas
$664K 10,710 +7,048 +192%
NA
195
NewEdge Advisors
Louisiana
$659K 10,760 +1,709 +19%
LTI
196
Laffer Tengler Investments
Tennessee
$656K 10,575 +90 +0.9%
Comerica Bank
197
Comerica Bank
Texas
$650K 10,530 +1,213 +13%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$637K 10,270 +1,500 +17%
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$632K 10,200 -4,873 -32%
M&T Bank
200
M&T Bank
New York
$630K 10,147 +2,589 +34%
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