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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Covington Capital Management
California
$387K -$380K -5,871 Closed
WPP
227
Whalerock Point Partners
Rhode Island
$374K – – –
PA
228
Profund Advisors
Maryland
$368K +$13.1K +199 +4%
HAIM
229
Hunter Associates Investment Management
Pennsylvania
$367K – – –
WAM
230
World Asset Management
Michigan
$366K +$4.16K +63 +1%
CPO
231
Cerity Partners OCIO
New York
$349K +$24.8K +376 +8%
VHAM
232
Van Hulzen Asset Management
California
$346K +$346K +5,240 New
DDC
233
DF Dent & Co
Maryland
$342K -$47.5K -719 -12%
MSFP
234
Mark Sheptoff Financial Planning
Connecticut
$335K -$6.73K -102 -2%
NERM
235
New England Research & Management
Illinois
$334K -$53.9K -817 -14%
BCI
236
Brinker Capital Investments
Pennsylvania
$327K +$22.6K +342 +7%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$321K +$4.62K +70 +1%
PP
238
Prudential plc
United Kingdom
$317K – – –
FFSOTS
239
Fiduciary Financial Services of The Southwest
Texas
$315K – – –
GT
240
Greenleaf Trust
Michigan
$311K +$311K +4,710 New
BC
241
Barnett & Company
Tennessee
$307K -$103K -1,557 -25%
HFA
242
High Falls Advisors
New York
$307K -$300K – –
CCA
243
Conestoga Capital Advisors
Pennsylvania
$307K – – –
MSS
244
Mitchell Sinkler & Starr
Pennsylvania
$307K – – –
VIA
245
Vident Investment Advisory
Georgia
$303K +$303K +4,583 New
FC
246
FCA Corp
Texas
$301K – – –
IFAM
247
Institutional & Family Asset Management
Colorado
$294K +$70.7K +1,072 +32%
NEPWA
248
New England Private Wealth Advisors
Massachusetts
$289K +$398 +6 +0.1%
GAM
249
Garrison Asset Management
Arkansas
$284K – – –
NEIRG
250
New England Investment & Retirement Group
Massachusetts
$281K -$246K -3,723 -47%
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