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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$8.04M 124,553 -12,194 -9%
RPA
52
Rock Point Advisors
Vermont
$7.8M 120,880 +145 +0.1%
NIA
53
Northstar Investment Advisors
Colorado
$7.6M 123,916 +5,220 +4%
TA
54
Teachers Advisors
New York
$7.58M 117,423 +5,682 +5%
GC
55
Guggenheim Capital
Illinois
$7.24M 112,227 -27,710 -20%
VRS
56
Virginia Retirement Systems
Virginia
$6.89M 106,800 -7,400 -6%
Prudential Financial
57
Prudential Financial
New Jersey
$6.57M 101,858 -9,100 -8%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$6.46M 100,169 +3,810 +4%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$6.45M 99,906 +7,736 +8%
Renaissance Technologies
60
Renaissance Technologies
New York
$6.41M 99,400 +39,300 +65%
GC
61
Gruss & Co
Florida
$6.28M 97,377 – –
CCMH
62
Cornerstone Capital Management Holdings
New York
$6.23M 96,633 -2,582 -3%
RJA
63
Raymond James & Associates
Florida
$6.2M 96,104 +887 +0.9%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$6.16M 95,448 – –
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$5.94M 91,979 +7,153 +8%
REMS
66
Real Estate Management Services
$5.26M 81,500 -2,800 -3%
ESCM
67
Echo Street Capital Management
New York
$5.22M 80,819 +80,819 New
First Trust Advisors
68
First Trust Advisors
Illinois
$5.21M 80,710 +36,878 +84%
BTS
69
BB&T Securities
Virginia
$5.2M 80,510 -9,228 -10%
KS
70
Karpas Strategies
Connecticut
$4.97M 77,050 -4,000 -5%
BG
71
Bahl & Gaynor
Ohio
$4.86M 75,297 +1,070 +1%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$4.77M 73,983 +2,439 +3%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$4.28M 66,290 -1,200 -2%
Nomura Asset Management
74
Nomura Asset Management
Japan
$4.22M 65,460 +4,550 +7%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$4.02M 62,294 +37,032 +147%
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