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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
Norges Bank
Norway
$46M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
Cannell & Co
New York
$3.64M
2
Brown Advisory
Brown Advisory
Maryland
$90.9M
3
FM
Forward Management
California
$0
4
UBS Group
UBS Group
Switzerland
$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
226
Rodgers Brothers
Pennsylvania
$312K +$12.9K +211 +4%
ICOA
227
Investment Centers of America
North Dakota
$312K +$39.8K +655 +15%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$311K +$78.7K +1,291 +34%
DADC
229
D.A. Davidson & Co
Montana
$311K +$115K +1,895 +59%
FC
230
FCA Corp
Texas
$311K +$311K +5,105 New
MCM
231
Maple Capital Management
Vermont
$303K -$24.9K -409 -8%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$303K – – –
HPC
233
HM Payson & Co
Maine
$301K – – –
LWAC
234
Laurel Wealth Advisors (California)
California
$296K – – –
ZIM
235
Zacks Investment Management
Illinois
$294K +$294K +4,820 New
FFSOTS
236
Fiduciary Financial Services of The Southwest
Texas
$291K – – –
CCMD
237
Cypress Capital Management (Delaware)
Delaware
$286K – – –
DAC
238
Dividend Assets Capital
South Carolina
$280K – – –
Daiwa Securities Group
239
Daiwa Securities Group
Japan
$280K +$56K +919 +25%
SAMC
240
Shinko Asset Management Company
Japan
$274K -$62.3K -1,021 -19%
AL
241
AJO LP
Pennsylvania
$272K -$17.3K -283 -6%
IWM
242
Integrated Wealth Management
California
$268K – – –
WAM
243
World Asset Management
Michigan
$263K +$16.9K +278 +7%
ICAS
244
Investors Capital Advisory Services
Massachusetts
$263K +$28K +460 +12%
GAM
245
Garrison Asset Management
Arkansas
$259K – – –
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$259K +$65.3K +1,072 +34%
WSTAM
247
Wilbanks Smith & Thomas Asset Management
Virginia
$254K – – –
Bessemer Group
248
Bessemer Group
New Jersey
$249K – – –
VFA
249
Voya Financial Advisors
Connecticut
$249K +$3.85K +64 +2%
PIM
250
Parasol Investment Management
Illinois
$245K -$17.4K -286 -7%
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