WPC icon

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 %
PAM
301
Panagora Asset Management
Massachusetts
$220K – – –
PSUF
302
People's United Financial
Connecticut
$220K +$220K +3,269 New
CAM
303
Carret Asset Management
New York
$219K +$2.49K +37 +1%
OC
304
Oppenheimer & Co
New York
$218K -$68.7K -1,015 -24%
GP
305
Girard Partners
Pennsylvania
$217K +$217K +3,217 New
Truist Financial
306
Truist Financial
North Carolina
$216K +$147K +2,180 +214%
AWA
307
Acorn Wealth Advisors
Michigan
$215K +$215K +3,243 New
WS
308
Wedbush Securities
California
$214K +$214K +3,172 New
AWA
309
Arete Wealth Advisors
Illinois
$213K -$7.36K -109 -3%
TSW
310
Thompson Siegel & Walmsley
Virginia
$210K +$131K +1,940 +165%
CT
311
Cambridge Trust
Massachusetts
$208K – – –
KCM
312
Kempner Capital Management
Texas
$207K – – –
APP
313
Avantax Planning Partners
Iowa
$204K -$53.5K -791 -21%
FHA
314
Flagship Harbor Advisors
Massachusetts
$203K – – –
LI
315
LVZ Inc
Michigan
$202K +$202K +2,999 New
LA
316
LVW Advisors
New York
$201K – – –
OCG
317
Opus Capital Group
Ohio
$201K +$201K +2,981 New
ACM
318
AlphaStar Capital Management
North Carolina
$200K +$200K +2,970 New
CPIG
319
Chicago Partners Investment Group
Illinois
$198K – – –
CCM
320
Cribstone Capital Management
Maine
$185K -$2.05K -30 -1%
AIP
321
Ameritas Investment Partners
Nebraska
$181K – – –
TA
322
Townsend & Associates
Colorado
$175K +$175K +2,592 New
DSN
323
D. Scott Neal
Kentucky
$170K – – –
RWA
324
Ropes Wealth Advisors
Massachusetts
$160K – – –
AIG
325
American International Group
New York
$152K +$152K +2,253 New
11 12
13
14 15