WPC icon

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.

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

Top Sellers

1
CC
1
Cannell & Co
New York
$3.64M
2
Brown Advisory
2
Brown Advisory
Maryland
$90.9M
3
FM
3
Forward Management
California
$0
4
UBS Group
4
UBS Group
Switzerland
$106M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
26
Nicholas Company
Wisconsin
$15.4M -$1.89K -31 -0%
Charles Schwab
27
Charles Schwab
California
$15.3M +$512K +8,404 +3%
UBS AM
28
UBS AM
Illinois
$15.1M -$3.8M -62,297 -20%
Ameriprise
29
Ameriprise
Minnesota
$15M -$1.02M -16,672 -6%
CS
30
Credit Suisse
Switzerland
$14.8M -$3.41M -56,007 -19%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$14.8M -$93.3K -1,531 -0.6%
Asset Management One
32
Asset Management One
Japan
$14.7M +$18.5K +307 +0.1%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$14.2M +$1.77M +29,094 +14%
Bank of America
34
Bank of America
North Carolina
$14M -$450K -7,383 -3%
LPL Financial
35
LPL Financial
California
$12.7M +$1.11M +18,479 +10%
TCIM
36
TIAA CREF Investment Management
New York
$11M +$201K +3,298 +2%
GC
37
Guggenheim Capital
Illinois
$10.8M +$786K +12,896 +8%
Legal & General Group
38
Legal & General Group
United Kingdom
$10.5M +$655K +10,743 +7%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$10.4M -$2.48M -40,719 -19%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$10.1M -$1.92M -31,548 -16%
Swiss National Bank
41
Swiss National Bank
Switzerland
$9.89M +$1.96M +33,387 +25%
RPA
42
Rock Point Advisors
Vermont
$9.6M +$138K +2,267 +1%
Citadel Advisors
43
Citadel Advisors
Florida
$9.5M +$2.63M +43,094 +38%
WCP
44
Welch Capital Partners
New York
$9.04M -$1.52M -24,860 -14%
AllianceBernstein
45
AllianceBernstein
Tennessee
$8.9M +$172K +2,821 +2%
SO
46
STRS Ohio
Ohio
$8.41M -$219K -3,595 -3%
GWM
47
Geneos Wealth Management
Colorado
$8.18M +$8.18M +135,117 New
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.91M -$834K -13,682 -10%
Two Sigma Investments
49
Two Sigma Investments
New York
$7.44M +$7.44M +122,007 New
NIA
50
Northstar Investment Advisors
Colorado
$7.15M +$890K +14,595 +14%
1
2
3 4 5