WPC icon

W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
251
Karpus Investment Management
New York
$257K 3,889 – –
RFM
252
Royal Fund Management
Florida
$256K 3,881 +997 +35%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$253K 3,834 +632 +20%
DWA
254
Douglass Winthrop Advisors
New York
$251K 3,800 – –
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$250K 3,783 +670 +22%
JIC
256
Joel Isaacson & Co
New York
$248K 3,758 – –
APP
257
Avantax Planning Partners
Iowa
$246K 3,722 -39 -1%
PL
258
Plancorp LLC
Missouri
$244K 3,697 – –
GT
259
Glenmede Trust
Pennsylvania
$238K 3,850 – –
EFS
260
Essex Financial Services
Connecticut
$237K 3,587 -50 -1%
EP
261
Elkfork Partners
Oregon
$235K 3,556 -4,312 -55%
RIL
262
Rothschild Investment LLC
Illinois
$235K 3,566 -1,700 -32%
HDIM
263
Hanson & Doremus Investment Management
Vermont
$230K 3,490 +1,345 +63%
CIAS
264
Capital Investment Advisory Services
North Carolina
$223K 3,384 +3,384 New
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$221K 3,353 – –
WSTAM
266
Wilbanks Smith & Thomas Asset Management
Virginia
$220K 3,330 – –
IFAM
267
Institutional & Family Asset Management
Colorado
$219K 3,319 – –
CAM
268
Capstone Asset Management
Texas
$215K 3,256 +3,256 New
Lazard Asset Management
269
Lazard Asset Management
New York
$211K 3,200 – –
OC
270
Oppenheimer & Co
New York
$208K 3,145 +3,145 New
CAM
271
Carret Asset Management
New York
$205K 3,111 +3,111 New
CG
272
Clinton Group
New York
$204K 3,097 -3,033 -49%
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$203K 3,085 -2,300 -43%
HAG
274
HighPoint Advisor Group
Illinois
$203K 2,970 – –
Federated Hermes
275
Federated Hermes
Pennsylvania
$191K 2,900 +142 +5%
9 10
11
12 13