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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 %
FDS
201
Freedom Day Solutions
Texas
$619K 9,988 +708 +8%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$618K 9,967 -1,144 -10%
BFS
203
Bradley Foster & Sargent
Connecticut
$609K 9,825 -50 -0.5%
PFP
204
Pinnacle Financial Partners
Tennessee
$598K 9,650 – –
SXL
205
Summit X LLC
Missouri
$597K 9,666 +35 +0.4%
ZAM
206
Zevin Asset Management
Massachusetts
$588K 9,485 -950 -9%
Verition Fund Management
207
Verition Fund Management
Connecticut
$586K 9,450 +9,450 New
GAM
208
Griffin Asset Management
New York
$579K 9,338 +152 +2%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$578K 9,320 -4,012 -30%
FWIA
210
Fort Washington Investment Advisors
Ohio
$572K 9,227 -2,700 -23%
OPWM
211
Oak Point Wealth Management
Michigan
$569K 9,315 -572 -6%
DI
212
Diligent Investors
California
$564K 9,092 +48 +0.5%
SWP
213
Stratos Wealth Partners
Ohio
$560K 9,039 +315 +4%
NFG
214
Noven Financial Group
Colorado
$554K 8,938 +123 +1%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$546K 8,804 -15 -0.2%
IWA
216
Independence Wealth Advisors
Virginia
$545K 8,790 – –
SLG
217
Stanley-Laman Group
Pennsylvania
$533K 8,600 – –
ACG
218
Allen Capital Group
Nebraska
$522K 8,419 +200 +2%
LWAC
219
Laurel Wealth Advisors (California)
California
$520K 8,389 +200 +2%
PTC
220
Private Trust Company
Ohio
$513K 8,290 -400 -5%
CIC
221
Carnegie Investment Counsel
Ohio
$509K 7,730 +10 +0.1%
IAA
222
Independent Advisor Alliance
North Carolina
$508K 8,298 +1,625 +24%
CAM
223
Columbia Asset Management
Michigan
$492K 7,935 – –
RB
224
Rodgers Brothers
Pennsylvania
$490K 7,900 +2,350 +42%
VFA
225
Voya Financial Advisors
Connecticut
$461K 7,409 -3 -0%
7 8
9
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