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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 %
BCM
251
Bayesian Capital Management
New York
$245K +$245K +4,013 New
KIM
252
Karpus Investment Management
New York
$242K +$242K +3,971 New
FMC
253
First Merchants Corp
Indiana
$240K -$9.32K -153 -4%
GT
254
Glenmede Trust
Pennsylvania
$239K – – –
Lazard Asset Management
255
Lazard Asset Management
New York
$236K -$383K -6,298 -62%
JIC
256
Joel Isaacson & Co
New York
$234K – – –
FAAS
257
First Allied Advisory Services
California
$229K -$53.8K -882 -19%
CIC
258
Carnegie Investment Counsel
Ohio
$228K +$228K +3,737 New
Skandinaviska Enskilda Banken (SEB)
259
Skandinaviska Enskilda Banken (SEB)
Sweden
$224K – – –
CCM
260
Cribstone Capital Management
Maine
$221K -$27.7K -455 -11%
BCI
261
Brinker Capital Investments
Pennsylvania
$220K -$13.6K -223 -6%
NFG
262
Nations Financial Group
Iowa
$217K +$217K +3,553 New
TH
263
Timber Hill
Connecticut
$216K +$216K +3,544 New
BFO
264
Boston Family Office
Massachusetts
$215K -$11.8K -194 -5%
Fisher Asset Management
265
Fisher Asset Management
Washington
$210K -$3.23K -53 -2%
LA
266
LVW Advisors
New York
$209K – – –
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$209K +$209K +3,423 New
PL
268
Plancorp LLC
Missouri
$207K +$207K +3,400 New
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$206K +$206K +3,395 New
HAG
270
HighPoint Advisor Group
Illinois
$197K +$197K +3,306 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$190K +$3.04K +50 +2%
Truist Financial
272
Truist Financial
North Carolina
$168K +$12.4K +204 +8%
Parallax Volatility Advisers
273
Parallax Volatility Advisers
California
$159K +$159K +2,606 New
GXMC
274
Global X Management Company
New York
$148K +$16.1K +264 +12%
CCA
275
Checchi Capital Advisers
California
$148K +$148K +2,428 New
9 10
11
12 13