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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$46.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
BlackRock
New York
$493M
4
AAMU
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
Credit Agricole
France
$0
5
UBS Group
UBS Group
Switzerland
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
251
DF Dent & Co
Maryland
$350K +$674 +10 +0.2%
CAN
252
Claraphi Advisory Network
United States
$347K +$347K +5,139 New
CPO
253
Cerity Partners OCIO
New York
$341K -$16.1K -238 -4%
NERM
254
New England Research & Management
Illinois
$338K -$3.44K -51 -1%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$333K +$4.73K +70 +1%
MSFP
256
Mark Sheptoff Financial Planning
Connecticut
$332K -$10.3K -153 -3%
Capital Fund Management (CFM)
257
Capital Fund Management (CFM)
France
$323K +$323K +4,793 New
FFSOTS
258
Fiduciary Financial Services of The Southwest
Texas
$322K – – –
GT
259
Greenleaf Trust
Michigan
$318K – – –
HFA
260
High Falls Advisors
New York
$315K -$307K – –
CCA
261
Conestoga Capital Advisors
Pennsylvania
$313K – – –
MSS
262
Mitchell Sinkler & Starr
Pennsylvania
$313K – – –
FC
263
FCA Corp
Texas
$308K – – –
HDIM
264
Hanson & Doremus Investment Management
Vermont
$308K +$31.5K +467 +11%
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
$305K +$305K +4,520 New
LA
266
LexAurum Advisors
Kansas
$305K +$305K +4,801 New
XK
267
Xact Kapitalforvaltning
Sweden
$298K +$298K +4,414 New
NEPWA
268
New England Private Wealth Advisors
Massachusetts
$293K +$737 +11 +0.3%
GAM
269
Garrison Asset Management
Arkansas
$291K – – –
BNP Paribas Financial Markets
270
BNP Paribas Financial Markets
France
$289K -$2.23M -33,041 -89%
Citadel Advisors
271
Citadel Advisors
Florida
$288K +$288K +4,267 New
RFM
272
Royal Fund Management
Florida
$286K +$13.7K +203 +5%
CIAS
273
Capital Investment Advisory Services
North Carolina
$283K +$24.6K +365 +10%
Federated Hermes
274
Federated Hermes
Pennsylvania
$282K +$36.9K +547 +15%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$281K – – –
9 10
11
12 13