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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 %
RA
201
RFG Advisory
Alabama
$1.54M 19,541 -2,550 -12%
WA
202
Wambolt & Associates
Colorado
$1.48M 19,022 +794 +4%
WSC
203
Wellington Shields & Co
New York
$1.47M 18,795 – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1.46M 19,534 -3,965 -17%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$1.37M 17,490 +17,490 New
SS
206
Simplicity Solutions
Minnesota
$1.37M 17,435 +6,486 +59%
CAN
207
Cetera Advisor Networks
California
$1.34M 17,165 +3,948 +30%
MIAN
208
Mariner Independent Advisor Network
Kansas
$1.33M 17,032 -331 -2%
CWG
209
Cornerstone Wealth Group
North Carolina
$1.33M 16,946 +16,946 New
DnB Asset Management
210
DnB Asset Management
Norway
$1.31M 16,773 -879 -5%
IAA
211
Independent Advisor Alliance
North Carolina
$1.3M 16,575 +3,140 +23%
I2I
212
Insight 2811 Inc
Illinois
$1.29M 16,477 -3,123 -16%
Principal Financial Group
213
Principal Financial Group
Iowa
$1.25M 16,014 +5,758 +56%
MCM
214
Maple Capital Management
Vermont
$1.25M 16,000 -2,425 -13%
BIAS
215
Beacon Investment Advisory Services
New Jersey
– – – –
FCA
216
FLC Capital Advisors
California
$1.23M 15,663 +1,212 +8%
PV
217
Private Vista
Illinois
$1.21M 15,408 +1,084 +8%
PSUF
218
People's United Financial
Connecticut
$1.21M 15,387 +11,000 +251%
XK
219
Xact Kapitalforvaltning
Sweden
$1.16M 14,800 +9,100 +160%
AAM
220
Advisors Asset Management
Colorado
$1.16M 14,768 +16 +0.1%
Comerica Bank
221
Comerica Bank
Texas
$1.15M 14,657 +310 +2%
Mariner
222
Mariner
Kansas
$1.15M 14,627 -4,339 -23%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$1.12M 14,293 +14,293 New
GAM
224
Griffin Asset Management
New York
$1.12M 14,243 -9,219 -39%
CFB
225
Cullen/Frost Bankers
Texas
$1.12M 14,235 -118 -0.8%
7 8
9
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