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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
226
World Asset Management
Michigan
$354K 5,364 +241 +5%
WA
227
WFG Advisors
Texas
$354K 5,358 +3,014 +129%
PA
228
Profund Advisors
Maryland
$347K 5,261 +1,072 +26%
LWAC
229
Laurel Wealth Advisors (California)
California
$343K 5,203 +5,203 New
MSFP
230
Mark Sheptoff Financial Planning
Connecticut
$335K 5,070 -1 -0%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$333K 5,052 +87 +2%
SB
232
Suntrust Banks
Georgia
$328K 4,951 +358 +8%
HPC
233
HM Payson & Co
Maine
$325K 4,912 – –
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K 4,654 -159 -3%
CPO
235
Cerity Partners OCIO
New York
$318K 4,817 +4,817 New
PP
236
Prudential plc
United Kingdom
$310K 4,700 – –
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$310K 4,692 – –
FFSOTS
238
Fiduciary Financial Services of The Southwest
Texas
$309K 4,678 – –
MSS
239
Mitchell Sinkler & Starr
Pennsylvania
$300K 4,550 -200 -4%
HFA
240
High Falls Advisors
New York
– – – –
CCA
241
Conestoga Capital Advisors
Pennsylvania
$300K 4,550 +4,550 New
BCI
242
Brinker Capital Investments
Pennsylvania
$298K 4,514 -502 -10%
FC
243
FCA Corp
Texas
$295K 4,470 – –
MCIM
244
Meadow Creek Investment Management
Georgia
$285K 4,318 -5,236 -55%
NEPWA
245
New England Private Wealth Advisors
Massachusetts
$283K 4,264 +17 +0.4%
GAM
246
Garrison Asset Management
Arkansas
$279K 4,220 – –
OIA
247
Optimum Investment Advisors
Illinois
$271K 4,100 +400 +11%
KeyBank National Association
248
KeyBank National Association
Ohio
$267K 4,052 -150 -4%
Bessemer Group
249
Bessemer Group
New Jersey
$264K 4,000 – –
CAN
250
Cetera Advisor Networks
California
$258K 3,892 +56 +1%
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10
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