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W.P. Carey
WPC

Overview Fund Activity

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B
2
State Street
2
State Street
Massachusetts
$578M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$387M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$46.3M
5
BlackRock
5
BlackRock
New York
$1.11B

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$41M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$161M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$8.77M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$861K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$151K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B 24,606,389 +952,682 +4%
BlackRock
2
BlackRock
New York
$1.11B 13,659,733 +309,781 +2%
State Street
3
State Street
Massachusetts
$578M 7,031,800 +822,890 +13%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$387M 4,752,681 +813,846 +21%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$190M 2,339,939 +155,130 +7%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$185M 2,280,081 +266,810 +13%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$161M 1,981,312 -180,531 -8%
Northern Trust
8
Northern Trust
Illinois
$150M 1,851,511 +165,212 +10%
Legal & General Group
9
Legal & General Group
United Kingdom
$150M 1,849,800 +304,259 +20%
CIM
10
Centersquare Investment Management
Pennsylvania
$148M 1,819,887 -73,039 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$141M 1,735,300 +84,718 +5%
Norges Bank
12
Norges Bank
Norway
$122M 1,508,279 -15,303 -1%
UBS Group
13
UBS Group
Switzerland
$114M 1,405,282 -31,573 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$103M 1,273,361 -15,050 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$101M 1,240,029 +17,232 +1%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$98.9M 1,217,880 +248,908 +26%
UBS AM
17
UBS AM
Illinois
$86.4M 1,064,095 +52,602 +5%
Goldman Sachs
18
Goldman Sachs
New York
$82M 1,010,134 +240,142 +31%
Brown Advisory
19
Brown Advisory
Maryland
$65.8M 811,000 -81,215 -9%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$64.6M 796,235 +130,545 +20%
Charles Schwab
21
Charles Schwab
California
$63.7M 785,105 +61,838 +9%
DC
22
Davenport & Co
Virginia
$61.7M 760,370 -93,651 -11%
Ameriprise
23
Ameriprise
Minnesota
$59.2M 727,191 +85,979 +13%
Wells Fargo
24
Wells Fargo
California
$51.2M 630,890 +104,662 +20%
Morgan Stanley
25
Morgan Stanley
New York
$47.8M 589,291 -15,575 -3%
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