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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 %
WA
326
WealthTrust-Arizona
Arizona
$43K 673 – –
BC
327
Barnett & Company
Tennessee
$40K 627 +9 +1%
KTC
328
Kistler-Tiffany Companies
Pennsylvania
$36K 551 – –
GWS
329
Glassman Wealth Services
Virginia
$35K 545 – –
MA
330
MCF Advisors
Kentucky
$33K 505 – –
OC
331
Oakworth Capital
Alabama
$32K 501 – –
SAM
332
Solaris Asset Management
New York
$32K 500 – –
MA
333
MUFG Americas
New York
$32K 500 – –
EWM
334
Edge Wealth Management
New York
$29K 443 -11 -2%
TF
335
Tompkins Financial
New York
$26K 405 – –
FFC
336
First Financial Corp
Indiana
$26K 400 +200 +100%
AIM
337
Advantage Investment Management
Iowa
$22K 347 +200 +136%
FCM
338
Frontier Capital Management
Massachusetts
$21K 332 -59 -15%
DBT
339
Dubuque Bank & Trust
Iowa
$20K 305 – –
SFG
340
SevenBridge Financial Group
Pennsylvania
$19K 309 – –
FMP
341
Financial Management Professionals
Texas
$18K 294 – –
TCIM
342
TIAA CREF Investment Management
New York
$15.6K 242,312 +62,843 +35%
WIC
343
Woodmont Investment Counsel
Tennessee
$13K 200 +200 New
GI
344
Gradient Investments
Minnesota
$12K 190 – –
SIA
345
SeaBridge Investment Advisors
New Jersey
$12K 180 – –
FANJ
346
Financial Architects (New Jersey)
New Jersey
– – – –
VNA
347
Valley National Advisers
Pennsylvania
– – – –
ED
348
Exane Derivatives
France
$8.26K 128 -10 -7%
TRCT
349
Tower Research Capital (TRC)
New York
$6K 100 +100 New
SWA
350
Sutton Wealth Advisors
Florida
$5.16K 80 +80 New
12 13
14
15 16