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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 %
VOYA Investment Management
351
VOYA Investment Management
Georgia
$2.26K 35,049 +1,074 +3%
SIC
352
Salem Investment Counselors
North Carolina
$1.24K 1,926 +1,926 New
HR
353
Howe & Rusling
New York
– – – –
SBL
354
Sargent Bickham Lagudis
Colorado
$59 922 +922 New
SCM
355
Sterling Capital Management
North Carolina
– – -30,659 Closed
AL
356
AJO LP
Pennsylvania
– – -24,690 Closed
TSS
357
Two Sigma Securities
New York
– – -11,570 Closed
Jane Street
358
Jane Street
New York
– – -9,588 Closed
HIM
359
Hillsdale Investment Management
Ontario, Canada
– – -7,000 Closed
FC
360
Forte Capital
New York
– – -5,904 Closed
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
– – -5,692 Closed
TAM
362
Trillium Asset Management
Massachusetts
– – -4,171 Closed
CIA
363
Capital Investment Advisors
Georgia
– – -4,138 Closed
CSS
364
Cubist Systematic Strategies
Connecticut
– – -4,133 Closed
PM
365
Parametrica Management
Hong Kong
– – -4,131 Closed
FMC
366
First Merchants Corp
Indiana
– – -3,710 Closed
TH
367
Timber Hill
Connecticut
– – -3,697 Closed
IR
368
Invictus RG
Bermuda
– – -3,357 Closed
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
– – -3,188 Closed
CT
370
Cambridge Trust
Massachusetts
– – -3,020 Closed
KCM
371
Kempner Capital Management
Texas
– – -3,000 Closed
T
372
Thomaspartners
Massachusetts
– – -2,989 Closed
ST
373
Spot Trading
Illinois
– – -2,977 Closed
SAM
374
SignalPoint Asset Management
Missouri
– – -2,976 Closed
CAM
375
Carret Asset Management
New York
– – -2,964 Closed
12 13 14
15
16