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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
276
Suntrust Banks
Georgia
$242K 3,780 +525 +16%
Skandinaviska Enskilda Banken (SEB)
277
Skandinaviska Enskilda Banken (SEB)
Sweden
$232K 3,600 – –
SAMC
278
Shinko Asset Management Company
Japan
$226K 3,500 – –
PIM
279
Parasol Investment Management
Illinois
$222K 3,435 – –
CGH
280
Crossmark Global Holdings
Texas
$219K 3,256 +3,256 New
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$216K 3,353 – –
WIC
282
Whitegate Investment Counselors
New Hampshire
$216K 3,350 – –
Simplex Trading
283
Simplex Trading
Illinois
$215K 3,341 +3,341 New
AIG
284
American International Group
New York
$207K 3,215 -252 -7%
CAN
285
Cetera Advisor Networks
California
$207K 3,206 +3,206 New
Lazard Asset Management
286
Lazard Asset Management
New York
$206K 3,200 – –
HAG
287
HighPoint Advisor Group
Illinois
$203K 3,562 +183 +5%
FIM
288
Freedom Investment Management
Connecticut
$203K 3,144 +3,144 New
CCM
289
Cribstone Capital Management
Maine
$201K 3,226 -200 -6%
WRM
290
Westport Resources Management
Connecticut
$152K 2,356 – –
RWA
291
Ropes Wealth Advisors
Massachusetts
$150K 2,326 – –
Canada Pension Plan Investment Board
292
Canada Pension Plan Investment Board
Ontario, Canada
$148K 2,300 -5,100 -69%
DSN
293
D. Scott Neal
Kentucky
$142K 2,200 – –
AWM
294
AllSquare Wealth Management
New York
$129K 2,000 – –
KT
295
Kanaly Trust
Texas
$127K 1,968 – –
AAM
296
Advisors Asset Management
Colorado
$117K 1,809 +1,754 +3,189%
TIM
297
Tortoise Investment Management
New York
$115K 1,780 -116 -6%
TG
298
TLP Group
Illinois
$114K 1,769 -6,360 -78%
BAM
299
Bruderman Asset Management
New York
$113K 1,744 – –
AF
300
Allworth Financial
California
– – – –
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12
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