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W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TH
276
Timber Hill
Connecticut
$257K 3,697 +226 +7%
Skandinaviska Enskilda Banken (SEB)
277
Skandinaviska Enskilda Banken (SEB)
Sweden
$250K 3,600 – –
BCI
278
Brinker Capital Investments
Pennsylvania
$250K 3,604 +72 +2%
SAMC
279
Shinko Asset Management Company
Japan
$243K 3,500 -900 -20%
AIG
280
American International Group
New York
$241K 3,467 -10,147 -75%
PIM
281
Parasol Investment Management
Illinois
$238K 3,435 -500 -13%
CCM
282
Cribstone Capital Management
Maine
$238K 3,426 -126 -4%
HAG
283
HighPoint Advisor Group
Illinois
$236K 3,379 +141 +4%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$233K 3,353 – –
WIC
285
Whitegate Investment Counselors
New Hampshire
$233K 3,350 +3,350 New
HAIM
286
Hunter Associates Investment Management
Pennsylvania
$233K 3,350 +3,350 New
IR
287
Invictus RG
Bermuda
$233K 3,357 +3,357 New
SWP
288
Stratos Wealth Partners
Ohio
$226K 3,259 +3,259 New
SB
289
Suntrust Banks
Georgia
$224K 3,255 +3,255 New
Lazard Asset Management
290
Lazard Asset Management
New York
$222K 3,200 -602 -16%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$221K 3,188 +129 +4%
CT
292
Cambridge Trust
Massachusetts
$210K 3,020 +3,020 New
T
293
Thomaspartners
Massachusetts
$208K 2,989 +2,989 New
KCM
294
Kempner Capital Management
Texas
$208K 3,000 +3,000 New
ST
295
Spot Trading
Illinois
$207K 2,977 -15,957 -84%
SAM
296
SignalPoint Asset Management
Missouri
$207K 2,976 +2,976 New
CAM
297
Carret Asset Management
New York
$206K 2,964 +2,964 New
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$205K 2,957 -17,929 -86%
LA
299
LVW Advisors
New York
– – – –
LCM
300
Logan Capital Management
Pennsylvania
$201K 2,900 +2,900 New
10 11
12
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