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W.P. Carey
WPC

Overview Fund Activity

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M

Top Buyers

1
BlackRock
BlackRock
New York
$406M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1B
3
American Century Companies
American Century Companies
Missouri
$74.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.1M
5
State Street
State Street
Massachusetts
$121M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$197M
2
Prudential Financial
Prudential Financial
New Jersey
$6.86M
3
Millennium Management
Millennium Management
New York
$4.06M
4
Morgan Stanley
Morgan Stanley
New York
$33.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$249K – – –
GC
252
Globeflex Capital
California
$248K -$679K -11,147 -73%
KIM
253
Karpus Investment Management
New York
$242K +$242K +3,971 New
GT
254
Glenmede Trust
Pennsylvania
$238K -$1.25M -20,683 -84%
CAN
255
Cetera Advisor Networks
California
$237K +$237K +3,917 New
DWA
256
Douglass Winthrop Advisors
New York
$236K – – –
CAM
257
Concorde Asset Management
Michigan
$236K – – –
APP
258
Avantax Planning Partners
Iowa
$234K – – –
JIC
259
Joel Isaacson & Co
New York
$234K +$234K +3,837 New
PL
260
Plancorp LLC
Missouri
$230K – – –
OIA
261
Optimum Investment Advisors
Illinois
$230K +$230K +3,778 New
EFS
262
Essex Financial Services
Connecticut
$226K – – –
SCM
263
Schnieders Capital Management
California
$212K -$46.5K -765 -18%
CWA
264
Cypress Wealth Advisors
California
$210K -$155K -2,546 -42%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$209K +$209K +3,423 New
IFAM
266
Institutional & Family Asset Management
Colorado
$207K +$207K +3,389 New
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$207K +3,400 New
HAG
268
HighPoint Advisor Group
Illinois
$203K +$203K +3,032 New
Lazard Asset Management
269
Lazard Asset Management
New York
$199K – – –
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$199K +$133K +2,181 +200%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$194K – – –
CCM
272
Cribstone Capital Management
Maine
$183K -$10.1K -163 -5%
RFM
273
Royal Fund Management
Florida
$179K +$30.8K +507 +21%
CPIG
274
Chicago Partners Investment Group
Illinois
$179K +$92K +1,509 +106%
MA
275
MUFG Americas
New York
$179K +$148K +2,418 +473%
9 10
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