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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.

New
Increased
Maintained
Reduced
Closed
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 %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$6.53M +$94K +1,542 +1%
Prudential Financial
52
Prudential Financial
New Jersey
$6.22M -$3.63M -59,524 -37%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$6.11M +$6.11M +100,158 New
GC
54
Gruss & Co
Florida
$6.06M – – –
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$5.94M – – –
BlackRock
56
BlackRock
New York
$5.79M +$882K +14,460 +18%
TA
57
Teachers Advisors
New York
$5.61M -$419K -6,881 -7%
REMS
58
Real Estate Management Services
$5.6M +$106K +1,736 +2%
BFS
59
Bradley Foster & Sargent
Connecticut
$5.26M -$949K -15,565 -15%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$5.22M +$1.14M +18,674 +28%
KS
61
Karpas Strategies
Connecticut
$5.05M – – –
American Century Companies
62
American Century Companies
Missouri
$5M +$5M +81,967 New
RJA
63
Raymond James & Associates
Florida
$4.97M +$126K +2,072 +3%
BTS
64
BB&T Securities
Virginia
$4.91M +$4.36M +71,488 +791%
SLG
65
Stanley-Laman Group
Pennsylvania
$4.8M +$168K +2,756 +4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$4.71M +$69.1K +1,134 +1%
PAG
67
Private Advisor Group
New Jersey
$4.66M +$239K +3,929 +5%
BG
68
Bahl & Gaynor
Ohio
$4.65M +$246K +4,031 +6%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$4.53M -$195K -3,195 -4%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$4.49M +$20.3K +333 +0.5%
Citigroup
71
Citigroup
New York
$4.29M -$2.7M -44,247 -39%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$4.29M +$4.29M +70,347 New
CCMH
73
Cornerstone Capital Management Holdings
New York
$3.82M +$11.3K +186 +0.3%
Nomura Asset Management
74
Nomura Asset Management
Japan
$3.78M +$290K +4,749 +8%
CC
75
Cannell & Co
New York
$3.64M -$18.3M -300,685 -83%
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