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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.

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
1
Goldman Sachs
New York
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
3
BlackRock
New York
$493M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
2
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
4
Credit Agricole
France
$0
5
UBS Group
5
UBS Group
Switzerland
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
351
Frontier Capital Management
Massachusetts
$61K 897 – –
CFA
352
Carroll Financial Associates
North Carolina
$60K 894 – –
SWM
353
SeaCrest Wealth Management
New York
$60K 890 +890 New
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K 868 – –
AIS
355
Accurate Investment Solutions
Pennsylvania
$57K 842 – –
PCIA
356
Prime Capital Investment Advisors
Kansas
$57K 847 +847 New
EWM
357
Evercore Wealth Management
New York
$55K 817 – –
TCOV
358
Trust Company of Vermont
Vermont
$55K 817 – –
MA
359
MCF Advisors
Kentucky
$54K 798 – –
MCA
360
Mercer Capital Advisers
New Jersey
$53K 791 – –
JCM
361
Jacobi Capital Management
Pennsylvania
$50K 761 – –
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$49.3K 730 +730 New
CWM
363
Cedar Wealth Management
California
$48K 715 – –
ACM
364
Armbruster Capital Management
New York
$48K 704 – –
TCM
365
Tradewinds Capital Management
Washington
$48K 715 +715 New
PMFA
366
Plante Moran Financial Advisors
Michigan
$48K 718 +718 New
MWM
367
Mascoma Wealth Management
New Hampshire
$47K 766 -7,657 -91%
WA
368
WealthTrust-Arizona
Arizona
$46K 687 – –
QCG
369
Quadrant Capital Group
Ohio
$45K 693 – –
WAP
370
Wealthcare Advisory Partners
Pennsylvania
$44K 648 +648 New
SIM
371
Sonora Investment Management
Arizona
$41.3K 613 – –
SAM
372
Solaris Asset Management
New York
$39K 582 -46 -7%
GWS
373
Glassman Wealth Services
Virginia
$38K 556 – –
OC
374
Oakworth Capital
Alabama
$36K 512 – –
PCP
375
Proficio Capital Partners
Massachusetts
$34K 498 – –
13 14
15
16 17