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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$3.81M 59,079 -23,174 -28%
BA
77
BlackRock Advisors
Delaware
$3.79M 58,778 +1,919 +3%
PAG
78
Private Advisor Group
New Jersey
$3.75M 59,360 +36,122 +155%
BHTS
79
Bar Harbor Trust Services
Maine
$3.69M 57,230 +165 +0.3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$3.66M 56,682 +1,828 +3%
RWM
81
Rench Wealth Management
Texas
$3.65M 56,603 +4,022 +8%
Credit Agricole
82
Credit Agricole
France
$3.53M 54,710 +15,403 +39%
BIM
83
BlackRock Investment Management
Delaware
$3.49M 54,046 +3,122 +6%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.15M 48,766 +4,867 +11%
MDCM
85
Morgan Dempsey Capital Management
Wisconsin
$3.06M 47,372 +9,655 +26%
Citadel Advisors
86
Citadel Advisors
Florida
$2.93M 45,326 -17,993 -28%
BT
87
Beacon Trust
New Jersey
$2.82M 43,739 +2,344 +6%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$2.76M 42,823 -160 -0.4%
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$2.75M 42,632 -41,148 -49%
Stifel Financial
90
Stifel Financial
Missouri
$2.61M 40,533 -3,562 -8%
SOAMC
91
Spirit of America Management Corp
New York
$2.6M 40,320 – –
SLG
92
Stanley-Laman Group
Pennsylvania
$2.59M 40,130 -32,565 -45%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$2.53M 39,151 +30,820 +370%
FRAF
94
Första AP-fonden
Sweden
$2.46M 38,100 -5,800 -13%
KBC Group
95
KBC Group
Belgium
$2.39M 36,985 +3,053 +9%
ADBIC
96
A.D. Beadell Investment Counsel
Wisconsin
$2.38M 36,931 -49 -0.1%
IA
97
IFP Advisors
Florida
$2.36M 36,559 -3,317 -8%
WSC
98
Wellington Shields & Co
New York
$2.33M 36,065 +9,515 +36%
IWA
99
Inspirion Wealth Advisors
Illinois
$2.32M 35,927 -855 -2%
CC
100
Cannell & Co
New York
$2.28M 35,400 -13,525 -28%
2 3
4
5 6