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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$571M
2
FM
Forward Management
California
$5.9M
3
UBS Group
UBS Group
Switzerland
$106M
4
Franklin Resources
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$299K – – –
MSS
227
Mitchell Sinkler & Starr
Pennsylvania
$298K -$53.1K -919 -15%
SPC
228
Sigma Planning Corp
Michigan
$296K +$296K +5,126 New
TIM
229
Tortoise Investment Management
New York
$292K – – –
CWA
230
Cypress Wealth Advisors
California
$288K – – –
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$287K +$154K +2,665 +115%
HPC
232
HM Payson & Co
Maine
$286K – – –
RB
233
Rodgers Brothers
Pennsylvania
$283K -$37.9K -656 -12%
LWAC
234
Laurel Wealth Advisors (California)
California
$280K +$280K +4,850 New
VF
235
Virtu Financial
New York
$278K +$278K +4,810 New
PP
236
Prudential plc
United Kingdom
$277K +$277K +4,799 New
FFSOTS
237
Fiduciary Financial Services of The Southwest
Texas
$276K – – –
AL
238
AJO LP
Pennsylvania
$274K +$274K +4,738 New
CCMD
239
Cypress Capital Management (Delaware)
Delaware
$271K -$9.69K -168 -3%
FAAS
240
First Allied Advisory Services
California
$268K +$1.33K +23 +0.5%
DAC
241
Dividend Assets Capital
South Carolina
$266K – – –
ICOA
242
Investment Centers of America
North Dakota
$262K +$262K +4,483 New
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$91.7K -1,588 -26%
IWM
244
Integrated Wealth Management
California
$254K – – –
SWP
245
Stratos Wealth Partners
Ohio
$252K +$252K +4,353 New
UR
246
USCA RIA
Texas
$251K -$84.2K -1,459 -25%
PIM
247
Parasol Investment Management
Illinois
$249K -$32.7K -566 -12%
GAM
248
Garrison Asset Management
Arkansas
$245K – – –
TC
249
Taylor Cottrill
New Hampshire
$243K – – –
WSTAM
250
Wilbanks Smith & Thomas Asset Management
Virginia
$241K -$43.4K -749 -15%
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