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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
26
Asset Management One
Japan
$17.6M 257,846 +840 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$16.6M 246,912 +6,227 +3%
UBS AM
28
UBS AM
Illinois
$16M 237,341 +11,696 +5%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$15.8M 234,400 +3,000 +1%
ACM
30
Advisors Capital Management
New Jersey
$13.7M 203,872 +3,330 +2%
CS
31
Credit Suisse
Switzerland
$12.9M 191,486 -21,899 -10%
LPL Financial
32
LPL Financial
California
$12.6M 186,410 +8,424 +5%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$12.4M 184,644 +17,444 +10%
Swiss National Bank
34
Swiss National Bank
Switzerland
$12M 178,151 +1,100 +0.6%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$11.9M 176,427 -18,063 -9%
NC
36
Nicholas Company
Wisconsin
$11.4M 169,735 -12,585 -7%
TCIM
37
TIAA CREF Investment Management
New York
$11.4M 169,651 -33,082 -16%
BTS
38
BB&T Securities
Virginia
$10.3M 153,099 -713 -0.5%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$9.84M 146,015 +1,870 +1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$9.72M 144,134 +14,529 +11%
NIA
41
Northstar Investment Advisors
Colorado
$9M 133,553 -1,957 -1%
GWM
42
Geneos Wealth Management
Colorado
$9M 133,535 +1,183 +0.9%
SO
43
STRS Ohio
Ohio
$8.95M 132,822 -3,252 -2%
TA
44
Teachers Advisors
New York
$8.28M 122,803 -29,346 -19%
RPA
45
Rock Point Advisors
Vermont
$8.24M 122,282 -840 -0.7%
AllianceBernstein
46
AllianceBernstein
Tennessee
$7.8M 115,809 -839 -0.7%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$7.76M 115,141 -1,790 -2%
RJA
48
Raymond James & Associates
Florida
$7.72M 114,595 +2,627 +2%
Deutsche Bank
49
Deutsche Bank
Germany
$7.26M 107,735 +14,553 +16%
TIAAOA
50
Teachers Insurance & Annuity Association of America
New York
$7.12M 105,577 – –
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