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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
251
FCA Corp
Texas
$323K 5,000 – –
HPC
252
HM Payson & Co
Maine
$317K 4,912 – –
NFG
253
Next Financial Group
Texas
$315K 4,885 +4,335 +788%
CG
254
Cutler Group
California
$310K 4,805 +2,133 +80%
GIA
255
Guyasuta Investment Advisors
Pennsylvania
$307K 4,750 -1,250 -21%
LWAC
256
Laurel Wealth Advisors (California)
California
$303K 4,700 -50 -1%
FFSOTS
257
Fiduciary Financial Services of The Southwest
Texas
$302K 4,678 – –
HAIM
258
Hunter Associates Investment Management
Pennsylvania
$300K 4,650 +1,300 +39%
KeyBank National Association
259
KeyBank National Association
Ohio
$297K 4,602 -128 -3%
DAC
260
Dividend Assets Capital
South Carolina
$290K 4,500 – –
QT
261
Quantbot Technologies
New York
$276K 4,292 +3,868 +912%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$275K 4,263 +150 +4%
NFG
263
Nations Financial Group
Iowa
$274K 4,253 -33 -0.8%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$269K 4,175 +100 +2%
GAM
265
Garrison Asset Management
Arkansas
$266K 4,120 – –
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$263K 4,077 – –
PP
267
Paloma Partners
Connecticut
$260K 4,026 -2,734 -40%
Bessemer Group
268
Bessemer Group
New Jersey
$258K 4,000 – –
TPWA
269
TRUE Private Wealth Advisors
Oregon
$255K 4,087 +4,087 New
CCMD
270
Cypress Capital Management (Delaware)
Delaware
$254K 3,940 -625 -14%
KIM
271
Karpus Investment Management
New York
$251K 3,889 – –
BCI
272
Brinker Capital Investments
Pennsylvania
$246K 3,816 +212 +6%
DWA
273
Douglass Winthrop Advisors
New York
$245K 3,800 – –
CAM
274
Concorde Asset Management
Michigan
$244K 3,786 – –
JIC
275
Joel Isaacson & Co
New York
$243K 3,758 – –
9 10
11
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