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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B 23,653,707 +385,636 +2%
BlackRock
2
BlackRock
New York
$1.05B 13,349,952 +592,140 +5%
State Street
3
State Street
Massachusetts
$493M 6,208,910 +1,653,451 +36%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M 3,938,835 +2,009,980 +104%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$171M 2,184,809 +322,038 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$169M 2,161,843 -375,033 -15%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$158M 2,013,271 +220,537 +12%
CIM
8
Centersquare Investment Management
Pennsylvania
$148M 1,892,926 +92,846 +5%
Northern Trust
9
Northern Trust
Illinois
$132M 1,686,299 +9,544 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$129M 1,650,582 +91,902 +6%
Legal & General Group
11
Legal & General Group
United Kingdom
$121M 1,545,541 +746,573 +93%
Norges Bank
12
Norges Bank
Norway
$119M 1,523,582 +433,145 +40%
UBS Group
13
UBS Group
Switzerland
$113M 1,436,855 +25,583 +2%
BC
14
Brookfield Corp
Ontario, Canada
$109M 1,388,621 +1,388,621 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$101M 1,288,411 +7,880 +0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$95.8M 1,222,797 +5,651 +0.5%
UBS AM
17
UBS AM
Illinois
$79.2M 1,011,493 +171,233 +20%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$75.9M 968,972 +796,225 +461%
Brown Advisory
19
Brown Advisory
Maryland
$69.9M 892,215 -196 -0%
DC
20
Davenport & Co
Virginia
$66.9M 854,021 -219,757 -20%
Goldman Sachs
21
Goldman Sachs
New York
$60.3M 769,992 +140,385 +22%
Charles Schwab
22
Charles Schwab
California
$56.7M 723,267 -84,644 -10%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$52.1M 665,690 -49,950 -7%
Ameriprise
24
Ameriprise
Minnesota
$50.3M 641,212 -99,741 -13%
Morgan Stanley
25
Morgan Stanley
New York
$47.4M 604,866 +78,988 +15%
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