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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 %
PI
51
Putnam Investments
Massachusetts
$7.08M 102,777 +17,851 +21%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$6.82M 98,988 -2,064 -2%
VRS
53
Virginia Retirement Systems
Virginia
$6.43M 93,300 -8,300 -8%
BG
54
Bahl & Gaynor
Ohio
$6.06M 87,966 +4,756 +6%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$5.87M 85,181 +8,740 +11%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$5.69M 82,524 +14,900 +22%
AAMU
57
Amundi Asset Management US
Massachusetts
$5.63M 81,667 +81,667 New
CCMH
58
Cornerstone Capital Management Holdings
New York
$5.61M 81,491 +13,768 +20%
Citigroup
59
Citigroup
New York
$5.44M 78,901 -5,126 -6%
MDCM
60
Morgan Dempsey Capital Management
Wisconsin
$5.34M 77,464 +1,282 +2%
KS
61
Karpas Strategies
Connecticut
$5.31M 77,050 – –
William Blair & Company
62
William Blair & Company
Illinois
$5.05M 73,260 -2,350 -3%
EVM
63
Eaton Vance Management
Massachusetts
$4.97M 72,063 +56,134 +352%
Allianz Asset Management
64
Allianz Asset Management
Germany
$4.83M 70,132 +70,132 New
DADC
65
D.A. Davidson & Co
Montana
$4.73M 68,629 +8,481 +14%
Nomura Asset Management
66
Nomura Asset Management
Japan
$4.64M 67,400 +5,620 +9%
AG
67
Aperio Group
California
$4.5M 65,368 +9,427 +17%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$4.5M 65,277 -2,389 -4%
Two Sigma Investments
69
Two Sigma Investments
New York
$4.36M 63,315 +7,298 +13%
MHI
70
Miller Howard Investments
New York
$4.34M 62,947 – –
SOADOR
71
State of Alaska Department of Revenue
Alaska
$4.33M 62,880 +6,610 +12%
ACI
72
AMP Capital Investors
Australia
$4.21M 61,147 +13,658 +29%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$4M 58,119 +58,119 New
BIAS
74
Beacon Investment Advisory Services
New Jersey
$3.93M 56,988 -11,348 -17%
APG Asset Management
75
APG Asset Management
Netherlands
$3.87M 67,400 +67,400 New
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