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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GHCM
276
Glen Harbor Capital Management
California
$184K 2,794 -3,388 -55%
PCM
277
Penserra Capital Management
California
$183K 2,779 +171 +7%
CCM
278
Cribstone Capital Management
Maine
$180K 2,688 -215 -7%
LMAM
279
Legg Mason Asset Management
Japan
$172K 2,600 +2,600 New
DSN
280
D. Scott Neal
Kentucky
$163K 2,471 +271 +12%
RWA
281
Ropes Wealth Advisors
Massachusetts
$154K 2,326 – –
RCM
282
Riverhead Capital Management
Delaware
$151K 2,290 -2,735 -54%
AIG
283
American International Group
New York
$151K 2,283 -476 -17%
CPIG
284
Chicago Partners Investment Group
Illinois
$146K 2,478 -397 -14%
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$139K 2,100 – –
NA
286
Neuburgh Advisers
California
$134K 2,032 -2,464 -55%
AWM
287
AllSquare Wealth Management
New York
$132K 2,000 – –
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$128K 1,953 +1,953 New
SIC
289
Salem Investment Counselors
North Carolina
$127K 1,926 – –
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$126K 1,918 +2 +0.1%
QAM
291
QCI Asset Management
New York
$119K 1,803 +1,078 +149%
AIL
292
AGF Investments LLC
Ontario, Canada
$115K 1,701 +1,092 +179%
BAM
293
Bruderman Asset Management
New York
$115K 1,744 +1,744 New
WB
294
Webster Bank
Connecticut
$106K 1,600 – –
TIM
295
Tortoise Investment Management
New York
$102K 1,542 -238 -13%
WT
296
Whittier Trust
California
$89K 1,350 -150 -10%
PA
297
Parallel Advisors
California
$82K 1,196 – –
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$79K 1,200 – –
PS
299
Portfolio Solutions
Michigan
$77K 1,164 +5 +0.4%
TSW
300
Thompson Siegel & Walmsley
Virginia
$76K 1,149 – –
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