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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 %
NAM
176
Nissay Asset Management
Japan
$1.59M 24,307 +16,968 +231%
BW
177
Bison Wealth
Georgia
$1.56M 23,901 +23,901 New
MSV
178
MN Services Vermogensbeheer
Netherlands
$1.56M 27,300 +27,300 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$1.54M 23,499 +18,438 +364%
GAM
180
Griffin Asset Management
New York
$1.53M 23,462 +1,425 +6%
GC
181
Guggenheim Capital
Illinois
$1.52M 23,321 -19,585 -46%
SI
182
Stephens Inc
Arkansas
$1.47M 22,543 +1,294 +6%
DBRC
183
D.B. Root & Company
Pennsylvania
$1.47M 22,461 +22,461 New
RA
184
RFG Advisory
Alabama
$1.44M 22,091 +22,091 New
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.44M 22,006 +22,006 New
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$1.42M 21,697 +21,697 New
SB
187
Suntrust Banks
Georgia
$1.4M 21,477 +16,275 +313%
BA
188
Bennicas & Associates
California
$1.37M 20,950 -50 -0.2%
CA
189
Cetera Advisors
Colorado
$1.31M 20,090 +6,433 +47%
I2I
190
Insight 2811 Inc
Illinois
$1.28M 19,600 -1,000 -5%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$1.25M 19,097 +6,088 +47%
TYCC
192
Texas Yale Capital Corp
Florida
$1.25M 19,086 +4 +0%
Mariner
193
Mariner
Kansas
$1.24M 18,966 +6,483 +52%
WSC
194
Wellington Shields & Co
New York
$1.23M 18,795 +200 +1%
SAM
195
Shell Asset Management
Netherlands
$1.23M 18,750 +18,750 New
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$1.22M 18,600 +18,600 New
MCM
197
Maple Capital Management
Vermont
$1.2M 18,425 -1,850 -9%
WA
198
Wambolt & Associates
Colorado
$1.19M 18,228 +18,228 New
VIA
199
Vident Investment Advisory
Georgia
$1.17M 17,841 +2,973 +20%
MIAN
200
Mariner Independent Advisor Network
Kansas
$1.16M 17,363 +17,363 New
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8
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