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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$46.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
BlackRock
New York
$493M
4
AAMU
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
Credit Agricole
France
$0
5
UBS Group
UBS Group
Switzerland
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
276
Paragon Capital Management (Colorado)
Colorado
$281K – – –
OIA
277
Optimum Investment Advisors
Illinois
$276K – – –
Bessemer Group
278
Bessemer Group
New Jersey
$276K – – –
KIM
279
Karpus Investment Management
New York
$268K – – –
PA
280
Profund Advisors
Maryland
$264K -$111K -1,651 -30%
DWA
281
Douglass Winthrop Advisors
New York
$262K – – –
PAS
282
Park Avenue Securities
New York
$261K +$57.6K +860 +28%
JIC
283
Joel Isaacson & Co
New York
$259K – – –
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$258K – – –
Franklin Resources
285
Franklin Resources
California
$255K +$255K +3,786 New
PL
286
Plancorp LLC
Missouri
$254K – – –
CFB
287
Cullen/Frost Bankers
Texas
$252K +$252K +3,739 New
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$251K +$24.6K +364 +11%
CAG
289
Csenge Advisory Group
Florida
$250K +$13.8K +204 +6%
GT
290
Glenmede Trust
Pennsylvania
$247K -$17.1K -255 -6%
ATC
291
Argent Trust Co
Tennessee
$244K – – –
CGH
292
Crossmark Global Holdings
Texas
$241K +$16.3K +241 +7%
Thrivent Financial for Lutherans
293
Thrivent Financial for Lutherans
Minnesota
$238K -$1.4M -20,778 -86%
SSA
294
Schonfeld Strategic Advisors
New York
$235K +$235K +3,482 New
HPC
295
HM Payson & Co
Maine
$230K +$10.6K +157 +5%
WSTAM
296
Wilbanks Smith & Thomas Asset Management
Virginia
$229K – – –
KeyBank National Association
297
KeyBank National Association
Ohio
$228K -$47.6K -706 -17%
PCM
298
Poehling Capital Management
Wisconsin
$226K +$226K +3,354 New
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$224K -$4.77K -71 -2%
PAM
300
Panagora Asset Management
Massachusetts
$220K – – –
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12
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