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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
251
Oppenheimer & Co
New York
$280K +$67.9K +1,027 +32%
IAA
252
Independent Advisor Alliance
North Carolina
$280K +$280K +4,190 New
PCMC
253
Paragon Capital Management (Colorado)
Colorado
$275K +$275K +4,167 New
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$274K +$19.6K +297 +8%
OIA
255
Optimum Investment Advisors
Illinois
$270K -$6.74K -102 -2%
KeyBank National Association
256
KeyBank National Association
Ohio
$270K -$3.37K -51 -1%
Bessemer Group
257
Bessemer Group
New Jersey
$270K – – –
HDIM
258
Hanson & Doremus Investment Management
Vermont
$270K +$35K +531 +15%
CFA
259
Capstone Financial Advisors
Illinois
$270K +$270K +4,084 New
RFM
260
Royal Fund Management
Florida
$266K +$4.75K +72 +2%
KIM
261
Karpus Investment Management
New York
$262K – – –
TH
262
Timber Hill
Connecticut
$261K +$261K +3,954 New
GT
263
Glenmede Trust
Pennsylvania
$258K – – –
DWA
264
Douglass Winthrop Advisors
New York
$256K – – –
JIC
265
Joel Isaacson & Co
New York
$253K – – –
CIAS
266
Capital Investment Advisory Services
North Carolina
$253K +$25K +379 +11%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$253K +$26.7K +404 +12%
APP
268
Avantax Planning Partners
Iowa
$251K +$593 +9 +0.2%
DCM
269
Dupont Capital Management
Delaware
$251K +$251K +3,800 New
PL
270
Plancorp LLC
Missouri
$249K – – –
TG
271
TLP Group
Illinois
$247K +$241K +3,651 +3,764%
Federated Hermes
272
Federated Hermes
Pennsylvania
$240K +$44.3K +670 +23%
CAN
273
Cetera Advisor Networks
California
$239K -$22.1K -337 -8%
ATC
274
Argent Trust Co
Tennessee
$239K +$239K +3,614 New
CAG
275
Csenge Advisory Group
Florida
$231K +$231K +3,502 New
9 10
11
12 13