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W.P. Carey
WPC

Overview Fund Activity

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$68.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M
3
BlackRock
BlackRock
New York
$480M
4
Two Sigma Investments
Two Sigma Investments
New York
$14M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.48M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
American Century Companies
Missouri
$7.42M
4
MG
Markel Group
Virginia
$46.5M
5
Morgan Stanley
Morgan Stanley
New York
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
201
Horizon Investments
North Carolina
$692K +$692K +10,642 New
Squarepoint
202
Squarepoint
New York
$691K -$1.94M -29,831 -74%
LTI
203
Laffer Tengler Investments
Tennessee
$683K -$18.9K -291 -3%
Comerica Bank
204
Comerica Bank
Texas
$670K -$20K -312 -3%
SW
205
SVB Wealth
Massachusetts
$664K -$498K -7,657 -43%
LWCFA
206
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$664K -$13.3K -204 -2%
MML Investors Services
207
MML Investors Services
Massachusetts
$661K -$90K -1,384 -12%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$661K – – –
PFP
209
Pinnacle Financial Partners
Tennessee
$640K – – –
XK
210
Xact Kapitalforvaltning
Sweden
$632K +$146K +2,246 +30%
IAA
211
Independent Advisor Alliance
North Carolina
$624K +$73K +1,123 +13%
GAM
212
Griffin Asset Management
New York
$618K -$2.02K -31 -0.3%
SXL
213
Summit X LLC
Missouri
$615K -$27.6K -424 -4%
FRM
214
Fox Run Management
Connecticut
$613K +$613K +9,439 New
DI
215
Diligent Investors
California
$607K +$3.38K +52 +0.6%
CI
216
CX Institutional
Indiana
$599K +$599K +9,223 New
NFG
217
Noven Financial Group
Colorado
$596K +$2.47K +38 +0.4%
FWIA
218
Fort Washington Investment Advisors
Ohio
$592K -$19.9K -307 -3%
RB
219
Rodgers Brothers
Pennsylvania
$591K +$66.4K +1,021 +13%
IWA
220
Independence Wealth Advisors
Virginia
$583K – – –
SWP
221
Stratos Wealth Partners
Ohio
$575K -$24.9K -383 -4%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$571K -$13.3K -205 -2%
DIM
223
DC Investments Management
Virginia
$561K +$561K +8,632 New
LFAS
224
Level Four Advisory Services
Texas
$560K -$196K -3,008 -26%
LWAC
225
Laurel Wealth Advisors (California)
California
$549K -$6.62K -102 -1%
7 8
9
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