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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 Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$18.9M 274,538 +37,197 +16%
Ameriprise
27
Ameriprise
Minnesota
$18.5M 268,530 +21,618 +9%
Asset Management One
28
Asset Management One
Japan
$17.4M 250,906 -6,940 -3%
CS
29
Credit Suisse
Switzerland
$16.3M 236,408 +44,922 +23%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$16.2M 234,400 – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$15.5M 224,892 +40,248 +22%
LPL Financial
32
LPL Financial
California
$14.4M 208,474 +22,064 +12%
ACM
33
Advisors Capital Management
New Jersey
$14M 202,575 -1,297 -0.6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$12.5M 182,051 +3,900 +2%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$12.2M 177,474 +1,047 +0.6%
TCIM
36
TIAA CREF Investment Management
New York
$11.2M 163,216 -6,435 -4%
BTS
37
BB&T Securities
Virginia
$10.8M 157,401 +4,302 +3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$10.2M 147,547 +3,413 +2%
State Board of Administration of Florida Retirement System
39
State Board of Administration of Florida Retirement System
Florida
$10.2M 147,412 +1,397 +1%
NIA
40
Northstar Investment Advisors
Colorado
$9.47M 137,467 +3,914 +3%
SO
41
STRS Ohio
Ohio
$9.47M 137,402 +4,580 +3%
GWM
42
Geneos Wealth Management
Colorado
$9.28M 134,689 +1,154 +0.9%
TA
43
Teachers Advisors
New York
$9.21M 133,645 +10,842 +9%
NC
44
Nicholas Company
Wisconsin
$8.53M 123,855 -45,880 -27%
RJA
45
Raymond James & Associates
Florida
$8.44M 122,429 +7,834 +7%
RPA
46
Rock Point Advisors
Vermont
$8.41M 122,047 -235 -0.2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$8.01M 116,225 +1,084 +0.9%
TIAAOA
48
Teachers Insurance & Annuity Association of America
New York
$8M 116,079 +10,502 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$7.74M 112,421 +4,686 +4%
AllianceBernstein
50
AllianceBernstein
Tennessee
$7.72M 112,109 -3,700 -3%
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