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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
Norges Bank
Norway
$46M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
Cannell & Co
New York
$3.64M
2
Brown Advisory
Brown Advisory
Maryland
$90.9M
3
FM
Forward Management
California
$0
4
UBS Group
UBS Group
Switzerland
$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
351
PEAK6 Group
Illinois
– -$1.17M -20,226 Closed
HI
352
Honeywell International
North Carolina
– -$1.07M -18,480 Closed
FIM
353
Friedberg Investment Management
Texas
– -$982K -17,000 Closed
BKBG
354
BHF Kleinwort Benson Group
Belgium
– -$928K -16,051 Closed
CC
355
Cannell Capital
Wyoming
– -$903K -15,621 Closed
DL
356
Delta Lloyd
Netherlands
– -$770K -13,325 Closed
CGT
357
Capital Guardian Trust
California
– -$609K -10,543 Closed
ACM
358
Adelante Capital Management
California
– -$600K -10,377 Closed
NGA
359
Naples Global Advisors
Florida
– -$520K -8,995 Closed
DTL
360
Dynamic Technology Lab
Singapore
– -$426K -7,368 Closed
CAM
361
Columbia Asset Management
Michigan
– -$360K -6,223 Closed
SB
362
Suntrust Banks
Georgia
– -$353K -6,156 Closed
PP
363
Paloma Partners
Connecticut
– -$320K -5,550 Closed
CCS
364
Crosspoint Capital Strategies
California
– -$336K -4,897 Closed
VF
365
Virtu Financial
New York
– -$278K -4,810 Closed
SWP
366
Stratos Wealth Partners
Ohio
– -$252K -4,353 Closed
UR
367
USCA RIA
Texas
– -$251K -4,348 Closed
ONB
368
Old National Bancorp
Indiana
– -$216K -3,739 Closed
USAA
369
United Services Automobile Association
Texas
– -$207K -3,574 Closed
TG
370
TLP Group
Illinois
– -$200K -3,455 Closed
PO
371
Private Ocean
California
– -$124K -2,140 Closed
Victory Capital Management
372
Victory Capital Management
Texas
– -$116K -2,000 Closed
CG
373
Cutler Group
California
– -$110K -1,908 Closed
CFA
374
Carroll Financial Associates
North Carolina
– -$60K -1,053 Closed
Walleye Trading
375
Walleye Trading
New York
– -$44K -769 Closed
12 13 14
15
16