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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 %
Charles Schwab
26
Charles Schwab
California
$17.7M 299,049 +463 +0.2%
Millennium Management
27
Millennium Management
New York
$17.3M 292,074 +111,554 +62%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$16.9M 286,141 -115,453 -29%
Two Sigma Investments
29
Two Sigma Investments
New York
$16.8M 284,796 +10,409 +4%
Goldman Sachs
30
Goldman Sachs
New York
$16.6M 281,183 -1,049,204 -79%
Bank of America
31
Bank of America
North Carolina
$16.4M 276,963 +51,742 +23%
Asset Management One
32
Asset Management One
Japan
$15.3M 261,028 +19,935 +8%
CS
33
Credit Suisse
Switzerland
$14.2M 239,650 +23,690 +11%
Ameriprise
34
Ameriprise
Minnesota
$14M 237,843 -9,471 -4%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$13.3M 224,400 – –
TCIM
36
TIAA CREF Investment Management
New York
$13.2M 223,472 -18,840 -8%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$13.1M 221,577 -5,800 -3%
Legal & General Group
38
Legal & General Group
United Kingdom
$12.9M 218,577 -5,719 -3%
NC
39
Nicholas Company
Wisconsin
$11.2M 189,870 +345 +0.2%
WCP
40
Welch Capital Partners
New York
$9.87M 167,012 +15,122 +10%
Swiss National Bank
41
Swiss National Bank
Switzerland
$9.76M 165,151 +3,900 +2%
LPL Financial
42
LPL Financial
California
$9.43M 157,024 +11,950 +8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$9.43M 159,500 -24,000 -13%
TA
44
Teachers Advisors
New York
$9.3M 157,320 +39,897 +34%
UBS AM
45
UBS AM
Illinois
$9.02M 152,653 -77,988 -34%
BlackRock
46
BlackRock
New York
$8.83M 149,338 +17,687 +13%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$8.49M 143,631 -3,617 -2%
SO
48
STRS Ohio
Ohio
$8.3M 140,472 +8,295 +6%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$8.02M 135,798 -600 -0.4%
NIA
50
Northstar Investment Advisors
Colorado
$7.8M 132,068 +8,152 +7%
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