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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LWCFA
251
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K 4,813 -918 -16%
MSS
252
Mitchell Sinkler & Starr
Pennsylvania
$281K 4,750 -1,550 -25%
Simplex Trading
253
Simplex Trading
Illinois
$281K 4,759 +1,418 +42%
PP
254
Prudential plc
United Kingdom
$278K 4,700 -500 -10%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$277K 4,692 +4,692 New
FFSOTS
256
Fiduciary Financial Services of The Southwest
Texas
$276K 4,678 – –
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$273K 4,619 -2,063 -31%
KeyBank National Association
258
KeyBank National Association
Ohio
$266K 4,502 -100 -2%
DAC
259
Dividend Assets Capital
South Carolina
$266K 4,500 – –
BJ
260
BlackRock Japan
Japan
$264K 4,465 -724 -14%
FC
261
FCA Corp
Texas
$264K 4,470 -530 -11%
DTL
262
Dynamic Technology Lab
Singapore
$256K 4,329 +4,329 New
PA
263
Profund Advisors
Maryland
$249K 4,206 -2,017 -32%
GAM
264
Garrison Asset Management
Arkansas
$249K 4,220 +100 +2%
AAM
265
Advisors Asset Management
Colorado
$247K 4,186 +2,377 +131%
SCM
266
Schnieders Capital Management
California
$246K 4,163 -850 -17%
BCI
267
Brinker Capital Investments
Pennsylvania
$243K 4,116 +300 +8%
FHA
268
Flagship Harbor Advisors
Massachusetts
$241K 3,958 +3,958 New
Bessemer Group
269
Bessemer Group
New Jersey
$236K 4,000 – –
FAAS
270
First Allied Advisory Services
California
$234K 3,954 -4,575 -54%
SW
271
SVB Wealth
Massachusetts
$232K 3,933 -3,500 -47%
Wolverine Trading
272
Wolverine Trading
Illinois
$230K 3,894 -1,064 -21%
DWA
273
Douglass Winthrop Advisors
New York
$225K 3,800 – –
CAM
274
Concorde Asset Management
Michigan
$225K 3,786 – –
APP
275
Avantax Planning Partners
Iowa
$222K 3,761 +3,761 New
9 10
11
12 13