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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 Holding Trade Value Shares
Change 		Shares
Change %
CFD
401
Creative Financial Designs
Indiana
$9K – – –
GRP
402
Global Retirement Partners
California
$9K – – –
BCM
403
Brasada Capital Management
Texas
$7K +$7K +102 New
CB
404
Community Bank
New York
$7K +$7K +110 New
ME
405
McIlrath & Eck
Washington
$6K +$6K +96 New
NSIM
406
North Star Investment Management
Illinois
$5K – – –
NCM
407
Nelson Capital Management
California
$5K – – –
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$5K +$4.63K +63 +1,260%
EARNEST Partners
409
EARNEST Partners
Georgia
$5K +$5K +74 New
WIM
410
Westside Investment Management
California
$4.06K +$4.06K +61 New
GEA
411
Glen Eagle Advisors
New Jersey
$3.45K – – –
DOA
412
D'Orazio & Associates
Virginia
$3K – – –
LIA
413
LS Investment Advisors
Michigan
$3K +$3K +39 New
HI
414
Hudock Inc
Pennsylvania
$2K -$5.59K -109 -74%
Parallax Volatility Advisers
415
Parallax Volatility Advisers
California
$2K -$1.74K -27 -47%
OFS
416
Orrstown Financial Services
Pennsylvania
$2K – – –
ED
417
Exane Derivatives
France
$1.93K -$6.38K -96 -77%
AssetMark Inc
418
AssetMark Inc
California
$1K +$1K +8 New
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +12 New
Walleye Trading
420
Walleye Trading
New York
$88 +$88 +1,301 New
PCG
421
Private Capital Group
Connecticut
$33 +$33 +155 New
Credit Agricole
422
Credit Agricole
France
– -$3.87M -58,694 Closed
GCA
423
GSI Capital Advisors
California
– -$1.46M -22,054 Closed
CA
424
Cetera Advisors
Colorado
– -$821K -12,551 Closed
NPC
425
National Planning Corporation
California
– -$703K -10,648 Closed
14 15 16
17
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