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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$999M 16,119,115 -880,170 -5%
BlackRock
2
BlackRock
New York
$440M 7,104,360 -53,444 -0.7%
State Street
3
State Street
Massachusetts
$136M 2,187,458 +69,239 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$103M 1,667,580 -330,693 -17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$95.3M 1,538,101 +55,958 +4%
UBS Group
6
UBS Group
Switzerland
$94.4M 1,522,530 +38,811 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$72.6M 1,171,367 +34,049 +3%
Northern Trust
8
Northern Trust
Illinois
$70.3M 1,134,813 +79,794 +8%
DC
9
Davenport & Co
Virginia
$66.7M 1,075,210 -213 -0%
Brown Advisory
10
Brown Advisory
Maryland
$59M 951,767 -152,806 -14%
MG
11
Markel Group
Virginia
$58.9M 950,200 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$58.5M 943,334 +20,978 +2%
Norges Bank
13
Norges Bank
Norway
$56.8M 916,720 -20,291 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$42.6M 687,095 -10,898 -2%
Morgan Stanley
15
Morgan Stanley
New York
$39M 628,504 +37,989 +6%
Goldman Sachs
16
Goldman Sachs
New York
$35.6M 574,544 -98,797 -15%
American Century Companies
17
American Century Companies
Missouri
$31.1M 501,467 -214,825 -30%
Wells Fargo
18
Wells Fargo
California
$31M 499,806 +4,741 +1%
Charles Schwab
19
Charles Schwab
California
$30.7M 495,042 +31,453 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$28.3M 456,107 +5,904 +1%
MAM
21
Martingale Asset Management
Massachusetts
$25.4M 409,942 +72,098 +21%
Legal & General Group
22
Legal & General Group
United Kingdom
$24M 387,280 +40,631 +12%
UBS AM
23
UBS AM
Illinois
$20.5M 330,644 +56,106 +20%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$19.7M 317,129 +2,254 +0.7%
Bank of America
25
Bank of America
North Carolina
$19.2M 310,300 +21,764 +8%
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