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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
376
Optimum Investment Advisors
Illinois
– – -7,100 Closed
ACM
377
Argentus Capital Management
Texas
– – -6,715 Closed
LWAC
378
Laurel Wealth Advisors (California)
California
– – -4,700 Closed
QT
379
Quantbot Technologies
New York
– – -4,292 Closed
NFG
380
Nations Financial Group
Iowa
– – -4,253 Closed
TPWA
381
TRUE Private Wealth Advisors
Oregon
– – -4,087 Closed
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
– – -4,077 Closed
PP
383
Paloma Partners
Connecticut
– – -4,026 Closed
CCMD
384
Cypress Capital Management (Delaware)
Delaware
– – -3,940 Closed
KIM
385
Karpus Investment Management
New York
– – -3,889 Closed
SB
386
Suntrust Banks
Georgia
– – -3,780 Closed
JIC
387
Joel Isaacson & Co
New York
– – -3,758 Closed
Skandinaviska Enskilda Banken (SEB)
388
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -3,600 Closed
HAG
389
HighPoint Advisor Group
Illinois
– – -3,562 Closed
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
– – -3,353 Closed
WIC
391
Whitegate Investment Counselors
New Hampshire
– – -3,350 Closed
CAN
392
Cetera Advisor Networks
California
– – -3,206 Closed
FIM
393
Freedom Investment Management
Connecticut
– – -3,144 Closed
Canada Pension Plan Investment Board
394
Canada Pension Plan Investment Board
Ontario, Canada
– – -2,300 Closed
ARMT
395
Amica Retiree Medical Trust
Rhode Island
– – -1,202 Closed
FFC
396
First Financial Corp
Indiana
– – -400 Closed
WIC
397
Woodmont Investment Counsel
Tennessee
– – -200 Closed
ST
398
Spot Trading
Illinois
– – – –
Walleye Trading
399
Walleye Trading
New York
– – – –
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