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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 %
WT
301
Whittier Trust
California
$110K 1,700 -500 -23%
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$97K 1,500 – –
SF
303
Synovus Financial
Georgia
$94K 1,459 – –
CPIG
304
Chicago Partners Investment Group
Illinois
$90K 1,397 – –
PCM
305
Penserra Capital Management
California
$90K 1,405 +365 +35%
KF
306
Krilogy Financial
Missouri
$87K 1,352 – –
ARMT
307
Amica Retiree Medical Trust
Rhode Island
$78K 1,202 – –
HNB
308
Huntington National Bank
Ohio
$68K 1,051 – –
TSW
309
Thompson Siegel & Walmsley
Virginia
$65K 1,000 – –
EWM
310
Evercore Wealth Management
New York
$65K 1,000 – –
PSC
311
Prentiss Smith & Co
Vermont
$65K 1,000 – –
TWA
312
TCI Wealth Advisors
Arizona
$65K 1,000 – –
PAM
313
Panagora Asset Management
Massachusetts
$65K 1,000 – –
BFEC
314
Benjamin F. Edwards & Company
Missouri
$62K 961 – –
WA
315
WFG Advisors
Texas
$57K 890 -37 -4%
AIP
316
Ameritas Investment Partners
Nebraska
$56K 877 – –
CFA
317
Carroll Financial Associates
North Carolina
$56K 876 +876 New
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K 850 – –
AIS
319
Accurate Investment Solutions
Pennsylvania
$53K 825 – –
MCA
320
Mercer Capital Advisers
New Jersey
$50K 775 – –
JCM
321
Jacobi Capital Management
Pennsylvania
$47K 745 – –
QAM
322
QCI Asset Management
New York
$47K 725 – –
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$46K 720 – –
CWM
324
Cedar Wealth Management
California
$45K 700 – –
ACM
325
Armbruster Capital Management
New York
$45K 690 – –
11 12
13
14 15