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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
226
Covington Capital Management
California
$340K 5,750 – –
DDC
227
DF Dent & Co
Maryland
$339K 5,736 +21 +0.4%
GC
228
Guardian Capital
Ontario, Canada
$338K 5,726 +5,726 New
SBIA
229
Sheaff Brock Investment Advisors
Indiana
$336K 5,683 +266 +5%
SWP
230
Stratos Wealth Partners
Ohio
$336K 5,679 +620 +12%
NA
231
NewEdge Advisors
Louisiana
$335K 5,539 +5,539 New
JG
232
Jefferies Group
New York
$334K 5,648 +5,648 New
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$333K 5,637 +16 +0.3%
M&T Bank
234
M&T Bank
New York
$327K 5,547 – –
RCM
235
Riverhead Capital Management
Delaware
$325K 5,500 +5,500 New
CA
236
Cetera Advisors
Colorado
$324K 5,465 – –
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$323K 5,475 +1,300 +31%
Fisher Asset Management
238
Fisher Asset Management
Washington
$312K 5,273 +150 +3%
IR
239
Invictus RG
Bermuda
$311K 5,260 +5,260 New
GIA
240
Guyasuta Investment Advisors
Pennsylvania
$310K 5,250 +500 +11%
Rafferty Asset Management
241
Rafferty Asset Management
New York
$308K 5,209 -1,427 -22%
HFA
242
High Falls Advisors
New York
– – – –
MSFP
243
Mark Sheptoff Financial Planning
Connecticut
$300K 5,070 – –
IWM
244
Integrated Wealth Management
California
$300K 5,073 – –
HAIM
245
Hunter Associates Investment Management
Pennsylvania
$298K 5,050 +400 +9%
WAM
246
World Asset Management
Michigan
$295K 4,991 -1,399 -22%
RIL
247
Rothschild Investment LLC
Illinois
$293K 4,966 -300 -6%
NA
248
Neuburgh Advisers
California
$292K 4,944 +4,944 New
HPC
249
HM Payson & Co
Maine
$290K 4,912 – –
NFG
250
Next Financial Group
Texas
$289K 4,885 – –
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