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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 %
VRS
51
Virginia Retirement Systems
Virginia
$6.85M 101,600 -32,800 -24%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$6.81M 101,052 -1,137 -1%
WCP
53
Welch Capital Partners
New York
$5.74M 85,238 -46,634 -35%
PI
54
Putnam Investments
Massachusetts
$5.72M 84,926 +39,973 +89%
Citigroup
55
Citigroup
New York
$5.66M 84,027 +13,077 +18%
BG
56
Bahl & Gaynor
Ohio
$5.61M 83,210 +1,903 +2%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.31M 78,732 +438 +0.6%
KS
58
Karpas Strategies
Connecticut
$5.19M 77,050 – –
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$5.15M 76,441 +5,523 +8%
MDCM
60
Morgan Dempsey Capital Management
Wisconsin
$5.13M 76,182 +4,776 +7%
William Blair & Company
61
William Blair & Company
Illinois
$5.1M 75,610 +9,296 +14%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$4.79M 71,115 +24,567 +53%
GC
63
Guggenheim Capital
Illinois
$4.74M 70,354 +15,885 +29%
BIAS
64
Beacon Investment Advisory Services
New Jersey
$4.61M 68,336 +68,336 New
CCMH
65
Cornerstone Capital Management Holdings
New York
$4.56M 67,723 +14,964 +28%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$4.56M 67,666 -3,680 -5%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$4.56M 67,624 -95,666 -59%
MHI
68
Miller Howard Investments
New York
$4.24M 62,947 +62,947 New
Nomura Asset Management
69
Nomura Asset Management
Japan
$4.16M 61,780 -13,490 -18%
DADC
70
D.A. Davidson & Co
Montana
$4.05M 60,148 +4,990 +9%
PAG
71
Private Advisor Group
New Jersey
$3.91M 57,232 -26,820 -32%
Credit Agricole
72
Credit Agricole
France
$3.87M 57,487 -7,334 -11%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$3.79M 56,270 +6,580 +13%
Two Sigma Investments
74
Two Sigma Investments
New York
$3.78M 56,017 -146,905 -72%
AG
75
Aperio Group
California
$3.77M 55,941 +11,917 +27%
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