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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
Norges Bank
Norway
$46M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
Cannell & Co
New York
$3.64M
2
Brown Advisory
Brown Advisory
Maryland
$90.9M
3
FM
Forward Management
California
$0
4
UBS Group
UBS Group
Switzerland
$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
276
Westport Resources Management
Connecticut
$147K -$25K -409 -15%
RWA
277
Ropes Wealth Advisors
Massachusetts
$145K – – –
WT
278
Whittier Trust
California
$143K +$3.11K +51 +2%
DSN
279
D. Scott Neal
Kentucky
$137K +$137K +2,246 New
TFA
280
Transamerica Financial Advisors
Florida
$135K +$184 +3 +0.1%
KT
281
Kanaly Trust
Texas
$122K – – –
FCCM
282
First City Capital Management
Georgia
$120K +$120K +1,965 New
TIM
283
Tortoise Investment Management
New York
$118K -$190K -3,114 -62%
AWM
284
AllSquare Wealth Management
New York
$112K – – –
BAM
285
Bruderman Asset Management
New York
$109K – – –
AF
286
Allworth Financial
California
$107K -$102K – –
SIM
287
Sonora Investment Management
Arizona
$96.3K – – –
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$93K – – –
Simplex Trading
289
Simplex Trading
Illinois
$93K +$93K +1,539 New
SF
290
Synovus Financial
Georgia
$91K – – –
CPIG
291
Chicago Partners Investment Group
Illinois
$87K – – –
KF
292
Krilogy Financial
Missouri
$84K – – –
ARMT
293
Amica Retiree Medical Trust
Rhode Island
$75K – – –
HNB
294
Huntington National Bank
Ohio
$71K – – –
WA
295
WFG Advisors
Texas
$63K +$976 +16 +2%
EWM
296
Evercore Wealth Management
New York
$62K -$13.5K -222 -18%
PAM
297
Panagora Asset Management
Massachusetts
$62K – – –
TSW
298
Thompson Siegel & Walmsley
Virginia
$62K – – –
TWA
299
TCI Wealth Advisors
Arizona
$62K – – –
PSC
300
Prentiss Smith & Co
Vermont
$62K – – –
10 11
12
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