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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
226
Cypress Wealth Advisors
California
$379K 5,874 – –
CCM
227
Covington Capital Management
California
$371K 5,750 – –
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$370K 5,731 -495 -8%
DDC
229
DF Dent & Co
Maryland
$369K 5,715 +19 +0.3%
NERM
230
New England Research & Management
Illinois
$367K 5,684 -800 -12%
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$363K 5,621 +462 +9%
M&T Bank
232
M&T Bank
New York
$358K 5,547 +600 +12%
CA
233
Cetera Advisors
Colorado
$352K 5,465 -630 -10%
SBIA
234
Sheaff Brock Investment Advisors
Indiana
$350K 5,417 -657 -11%
RB
235
Rodgers Brothers
Pennsylvania
$347K 5,371 +7 +0.1%
SG Americas Securities
236
SG Americas Securities
New York
$343K 5,314 -17,501 -77%
CCM
237
Cadence Capital Management
Massachusetts
$343K 5,312 +304 +6%
Truist Financial
238
Truist Financial
North Carolina
$342K 5,301 +3,301 +165%
RIL
239
Rothschild Investment LLC
Illinois
$340K 5,266 -1,950 -27%
Comerica Bank
240
Comerica Bank
Texas
$338K 5,492 +135 +3%
PP
241
Prudential plc
United Kingdom
$336K 5,200 – –
WCM
242
Westend Capital Management
California
$336K 5,200 – –
BJ
243
BlackRock Japan
Japan
$335K 5,189 +54 +1%
Fisher Asset Management
244
Fisher Asset Management
Washington
$331K 5,123 +150 +3%
HFA
245
High Falls Advisors
New York
– – – –
MSFP
246
Mark Sheptoff Financial Planning
Connecticut
$327K 5,070 – –
IWM
247
Integrated Wealth Management
California
$327K 5,073 +473 +10%
SWP
248
Stratos Wealth Partners
Ohio
$326K 5,059 +1,800 +55%
Wolverine Trading
249
Wolverine Trading
Illinois
$324K 4,958 +4,958 New
SCM
250
Schnieders Capital Management
California
$323K 5,013 -600 -11%
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