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W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
251
KeyBank National Association
Ohio
$328K 4,730 -1,035 -18%
FFSOTS
252
Fiduciary Financial Services of The Southwest
Texas
$325K 4,678 – –
DADC
253
D.A. Davidson & Co
Montana
$323K 4,660 -340 -7%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$319K 4,600 +100 +2%
IWM
255
Integrated Wealth Management
California
$319K 4,600 +300 +7%
CCMD
256
Cypress Capital Management (Delaware)
Delaware
$317K 4,565 -35 -0.8%
WAM
257
World Asset Management
Michigan
$313K 4,506 +279 +7%
DAC
258
Dividend Assets Capital
South Carolina
$312K 4,500 – –
MCM
259
Maple Capital Management
Vermont
$300K 4,325 -550 -11%
NFG
260
Nations Financial Group
Iowa
$298K 4,286 +806 +23%
ICAS
261
Investors Capital Advisory Services
Massachusetts
$295K 4,258 +25 +0.6%
TAM
262
Trillium Asset Management
Massachusetts
$290K 4,171 +4,171 New
PM
263
Parametrica Management
Hong Kong
$287K 4,131 +4,131 New
CSS
264
Cubist Systematic Strategies
Connecticut
$287K 4,133 +4,133 New
CIA
265
Capital Investment Advisors
Georgia
$287K 4,138 +4,138 New
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$286K 4,113 -50 -1%
GAM
267
Garrison Asset Management
Arkansas
$286K 4,120 -35 -0.8%
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$283K 4,077 – –
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$282K 4,075 +750 +23%
Bessemer Group
270
Bessemer Group
New Jersey
$278K 4,000 – –
KIM
271
Karpus Investment Management
New York
$270K 3,889 – –
DWA
272
Douglass Winthrop Advisors
New York
$264K 3,800 -5,100 -57%
CAM
273
Concorde Asset Management
Michigan
$263K 3,786 +3,786 New
JIC
274
Joel Isaacson & Co
New York
$261K 3,758 – –
FMC
275
First Merchants Corp
Indiana
$258K 3,710 -150 -4%
9 10
11
12 13