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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.

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 %
Franklin Resources
76
Franklin Resources
California
$3.53M -$56K -919 -2%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$3.4M +$135K +2,215 +4%
RWM
78
Rench Wealth Management
Texas
$3.19M +$180K +2,946 +6%
BA
79
BlackRock Advisors
Delaware
$3.17M +$57.1K +937 +2%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$3.17M +$108K +1,775 +4%
BIM
81
BlackRock Investment Management
Delaware
$3.16M -$295K -4,834 -9%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.64M +$394K +6,461 +18%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.63M – – –
RFWA
84
RPg Family Wealth Advisory
Massachusetts
$2.59M +$2.59M +42,521 New
BT
85
Beacon Trust
New Jersey
$2.52M +$202K +3,313 +9%
ZF
86
Zhang Financial
Michigan
$2.51M +$3.11K +51 +0.1%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$2.48M +$39.9K +654 +2%
SOAMC
88
Spirit of America Management Corp
New York
$2.46M – – –
Stifel Financial
89
Stifel Financial
Missouri
$2.43M -$43.2K -708 -2%
ADBIC
90
A.D. Beadell Investment Counsel
Wisconsin
$2.3M +$157K +2,573 +7%
First Trust Advisors
91
First Trust Advisors
Illinois
$2.26M -$2.06M -33,807 -48%
IWA
92
Inspirion Wealth Advisors
Illinois
$2.24M – – –
Public Employees Retirement Association of Colorado
93
Public Employees Retirement Association of Colorado
Colorado
$2.09M -$114K -1,875 -5%
HighTower Advisors
94
HighTower Advisors
Illinois
$2.07M -$243 -4 -0%
PTCG
95
Pring Turner Capital Group
California
$2.07M -$7.8K -128 -0.4%
RCA
96
Rowland Carmichael Advisors
Arizona
$2.07M +$2.07M +33,956 New
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$2.06M +$311K +5,105 +18%
Credit Agricole
98
Credit Agricole
France
$2.06M -$258K -4,226 -11%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$2.04M -$42.1K -690 -2%
SCM
100
Sterling Capital Management
North Carolina
$1.89M +$12.4K +203 +0.7%
2 3
4
5 6