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W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$4.4M 63,319 -89,241 -58%
Nomura Asset Management
77
Nomura Asset Management
Japan
$4.23M 60,910 +121 +0.2%
Renaissance Technologies
78
Renaissance Technologies
New York
$4.17M 60,100 -199,400 -77%
BHTS
79
Bar Harbor Trust Services
Maine
$3.96M 57,065 +57,065 New
BA
80
BlackRock Advisors
Delaware
$3.95M 56,859 +5,873 +12%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$3.81M 54,854 +197 +0.4%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$3.67M 52,920 +1,994 +4%
RWM
83
Rench Wealth Management
Texas
$3.65M 52,581 +1,373 +3%
BIM
84
BlackRock Investment Management
Delaware
$3.54M 50,924 +217 +0.4%
CC
85
Cannell & Co
New York
$3.4M 48,925 -9,600 -16%
Stifel Financial
86
Stifel Financial
Missouri
$3.06M 44,095 +4,992 +13%
FRAF
87
Första AP-fonden
Sweden
$3.05M 43,900 +30,000 +216%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.05M 43,899 +1,414 +3%
First Trust Advisors
89
First Trust Advisors
Illinois
$3.04M 43,832 +7,551 +21%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$2.98M 42,983 +666 +2%
Los Angeles Capital Management
91
Los Angeles Capital Management
California
$2.92M 42,105 +28,790 +216%
BIG
92
Bellwether Investment Group
Tennessee
$2.9M 41,766 +41,766 New
BT
93
Beacon Trust
New Jersey
$2.87M 41,395 +906 +2%
SOAMC
94
Spirit of America Management Corp
New York
$2.8M 40,320 +770 +2%
QI
95
QS Investors
New York
$2.78M 40,090 +39,354 +5,347%
IA
96
IFP Advisors
Florida
$2.77M 39,876 +29,023 +267%
Credit Agricole
97
Credit Agricole
France
$2.73M 39,307 +6,261 +19%
Macquarie Group
98
Macquarie Group
Australia
$2.62M 37,800 +17,200 +83%
MDCM
99
Morgan Dempsey Capital Management
Wisconsin
$2.62M 37,717 +8,366 +29%
ADBIC
100
A.D. Beadell Investment Counsel
Wisconsin
$2.57M 36,980 – –
2 3
4
5 6