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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$7.72M 116,931 -3,141 -3%
AllianceBernstein
52
AllianceBernstein
Tennessee
$7.7M 116,648 -3,424 -3%
RJA
53
Raymond James & Associates
Florida
$7.39M 111,968 +10,468 +10%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$6.97M 105,577 +11,993 +13%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$6.75M 102,189 +319 +0.3%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$6.55M 99,254 +98,206 +9,371%
Deutsche Bank
57
Deutsche Bank
Germany
$6.15M 93,182 -36,438 -28%
PAG
58
Private Advisor Group
New Jersey
$5.52M 84,052 -2,651 -3%
BG
59
Bahl & Gaynor
Ohio
$5.37M 81,307 +1,705 +2%
First Trust Advisors
60
First Trust Advisors
Illinois
$5.17M 78,294 +10,030 +15%
KS
61
Karpas Strategies
Connecticut
$5.09M 77,050 – –
Nomura Asset Management
62
Nomura Asset Management
Japan
$4.97M 75,270 +730 +1%
MDCM
63
Morgan Dempsey Capital Management
Wisconsin
$4.72M 71,406 +3,626 +5%
Neuberger Berman Group
64
Neuberger Berman Group
New York
$4.71M 71,346 -16,364 -19%
Citigroup
65
Citigroup
New York
$4.68M 70,950 +8,005 +13%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$4.68M 70,918 +8,036 +13%
William Blair & Company
67
William Blair & Company
Illinois
$4.38M 66,314 +66,314 New
Credit Agricole
68
Credit Agricole
France
$4.28M 64,821 -9,148 -12%
RWM
69
Rench Wealth Management
Texas
$4.2M 63,549 +860 +1%
GC
70
Gruss & Co
Florida
$3.65M 55,277 -35,000 -39%
DADC
71
D.A. Davidson & Co
Montana
$3.64M 55,158 +23,126 +72%
GC
72
Guggenheim Capital
Illinois
$3.6M 54,469 -26,666 -33%
HighTower Advisors
73
HighTower Advisors
Illinois
$3.5M 52,939 +7,059 +15%
CCMH
74
Cornerstone Capital Management Holdings
New York
$3.48M 52,759 -16,341 -24%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$3.28M 49,690 +5,340 +12%
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3
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