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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
276
Cubist Systematic Strategies
Connecticut
$230K +$230K +3,481 New
WSTAM
277
Wilbanks Smith & Thomas Asset Management
Virginia
$224K – – –
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$224K +$16.8K +255 +8%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$221K -$37.3K -565 -14%
CGH
280
Crossmark Global Holdings
Texas
$219K +$219K +3,324 New
PAM
281
Panagora Asset Management
Massachusetts
$216K +$148K +2,246 +220%
AWA
282
Arete Wealth Advisors
Illinois
$216K +$216K +3,265 New
Lazard Asset Management
283
Lazard Asset Management
New York
$215K – – –
HPC
284
HM Payson & Co
Maine
$214K -$117K -1,768 -35%
CAM
285
Carret Asset Management
New York
$212K +$2.51K +38 +1%
FHA
286
Flagship Harbor Advisors
Massachusetts
$204K +$204K +3,060 New
CT
287
Cambridge Trust
Massachusetts
$204K +$204K +3,083 New
KCM
288
Kempner Capital Management
Texas
$202K +$202K +3,063 New
PAS
289
Park Avenue Securities
New York
$201K +$201K +3,035 New
CPIG
290
Chicago Partners Investment Group
Illinois
$194K +$26.8K +405 +16%
NIT
291
NumerixS Investment Technologies
British Columbia, Canada
$189K +$189K +2,859 New
CCM
292
Cribstone Capital Management
Maine
$183K -$669 -10 -0.4%
DSN
293
D. Scott Neal
Kentucky
$167K – – –
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$165K +$34.3K +513 +26%
RWA
295
Ropes Wealth Advisors
Massachusetts
$157K – – –
AWM
296
AllSquare Wealth Management
New York
$135K – – –
SIC
297
Salem Investment Counselors
North Carolina
$130K – – –
AIL
298
AGF Investments LLC
Ontario, Canada
$112K -$3.05K -46 -3%
TIM
299
Tortoise Investment Management
New York
$104K – – –
Envestnet Asset Management
300
Envestnet Asset Management
Illinois
$100K -$6.52M -99,808 -98%
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12
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