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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.

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

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$81.8M
3
American Century Companies
3
American Century Companies
Missouri
$7.42M
4
MG
4
Markel Group
Virginia
$46.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$31.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B 15,365,674 -753,441 -5%
BlackRock
2
BlackRock
New York
$480M 7,228,551 +124,191 +2%
State Street
3
State Street
Massachusetts
$139M 2,100,108 -87,350 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$105M 1,584,041 +45,940 +3%
UBS Group
5
UBS Group
Switzerland
$92.2M 1,388,900 -133,630 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$81.8M 1,232,585 -434,995 -26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$80.5M 1,212,607 +41,240 +4%
Northern Trust
8
Northern Trust
Illinois
$73.5M 1,108,117 -26,696 -2%
DC
9
Davenport & Co
Virginia
$71.1M 1,072,263 -2,947 -0.3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$68.8M 1,037,593 +1,037,593 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$65.4M 985,031 +41,697 +4%
Norges Bank
12
Norges Bank
Norway
$60.8M 916,720 – –
Brown Advisory
13
Brown Advisory
Maryland
$58.5M 880,958 -70,809 -7%
MG
14
Markel Group
Virginia
$46.5M 700,200 -250,000 -26%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$44.5M 671,261 -15,834 -2%
Goldman Sachs
16
Goldman Sachs
New York
$36.6M 550,990 -23,554 -4%
Charles Schwab
17
Charles Schwab
California
$35.2M 530,827 +35,785 +7%
Wells Fargo
18
Wells Fargo
California
$33.4M 503,684 +3,878 +0.8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$32.2M 484,599 +167,470 +53%
Morgan Stanley
20
Morgan Stanley
New York
$31.1M 468,734 -159,770 -25%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$30.9M 465,529 +9,422 +2%
MAM
22
Martingale Asset Management
Massachusetts
$30.6M 461,341 +51,399 +13%
Legal & General Group
23
Legal & General Group
United Kingdom
$25.6M 386,176 -1,104 -0.3%
BAM
24
Berkshire Asset Management
Pennsylvania
$22.4M 337,862 +27,574 +9%
UBS AM
25
UBS AM
Illinois
$21.9M 330,558 -86 -0%
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