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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PL
276
Plancorp LLC
Missouri
$219K 3,697 +3,697 New
EFS
277
Essex Financial Services
Connecticut
$215K 3,637 +3,637 New
RB
278
Rodgers Brothers
Pennsylvania
$206K 3,479 -1,892 -35%
PIM
279
Parasol Investment Management
Illinois
$203K 3,435 – –
Lazard Asset Management
280
Lazard Asset Management
New York
$189K 3,200 – –
CCM
281
Cribstone Capital Management
Maine
$188K 3,063 -163 -5%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$184K 3,113 -1,150 -27%
AIG
283
American International Group
New York
$182K 3,078 -137 -4%
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$169K 2,849 -97,057 -97%
RFM
285
Royal Fund Management
Florida
$141K 2,388 +2,388 New
RWA
286
Ropes Wealth Advisors
Massachusetts
$137K 2,326 – –
SF
287
Synovus Financial
Georgia
$137K 2,329 +870 +60%
DSN
288
D. Scott Neal
Kentucky
$130K 2,200 – –
Fuller & Thaler Asset Management
289
Fuller & Thaler Asset Management
California
$124K 2,100 +2,100 New
AWM
290
AllSquare Wealth Management
New York
$118K 2,000 – –
KT
291
Kanaly Trust
Texas
$116K 1,968 – –
SIC
292
Salem Investment Counselors
North Carolina
$114K 1,926 – –
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$111K 1,816 +1,816 New
TIM
294
Tortoise Investment Management
New York
$105K 1,780 – –
BAM
295
Bruderman Asset Management
New York
$103K 1,744 – –
AF
296
Allworth Financial
California
– – – –
WB
297
Webster Bank
Connecticut
$95K 1,600 +1,600 New
PCM
298
Penserra Capital Management
California
$93K 1,590 +185 +13%
WT
299
Whittier Trust
California
$89K 1,500 -200 -12%
CPIG
300
Chicago Partners Investment Group
Illinois
$83K 1,397 – –
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