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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
76
Credit Agricole
France
$3.98M 67,273 +12,563 +23%
Robeco Institutional Asset Management
77
Robeco Institutional Asset Management
Netherlands
$3.68M 62,294 – –
Wellington Management Group
78
Wellington Management Group
Massachusetts
$3.67M 62,025 +62,025 New
RWM
79
Rench Wealth Management
Texas
$3.58M 60,657 +4,054 +7%
KBC Group
80
KBC Group
Belgium
$3.57M 60,394 +23,409 +63%
BIM
81
BlackRock Investment Management
Delaware
$3.52M 59,546 +5,500 +10%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$3.46M 58,536 +1,854 +3%
MDCM
83
Morgan Dempsey Capital Management
Wisconsin
$3.38M 57,206 +9,834 +21%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$3.35M 56,641 -9,649 -15%
PI
85
Putnam Investments
Massachusetts
$3.33M 56,369 +39,881 +242%
BHTS
86
Bar Harbor Trust Services
Maine
$3.27M 55,330 -1,900 -3%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.12M 49,074 +308 +0.6%
BIG
88
Bellwether Investment Group
Tennessee
$3M 50,756 +50,756 New
Capital Fund Management (CFM)
89
Capital Fund Management (CFM)
France
$2.74M 46,352 +24,704 +114%
HighTower Advisors
90
HighTower Advisors
Illinois
$2.55M 42,991 +8,094 +23%
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$2.46M 41,659 -973 -2%
BT
92
Beacon Trust
New Jersey
$2.44M 41,241 -2,498 -6%
Stifel Financial
93
Stifel Financial
Missouri
$2.4M 40,568 +35 +0.1%
SOAMC
94
Spirit of America Management Corp
New York
$2.38M 40,320 – –
SLG
95
Stanley-Laman Group
Pennsylvania
$2.26M 38,160 -1,970 -5%
IA
96
IFP Advisors
Florida
$2.25M 38,099 +1,540 +4%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$2.25M 38,662 -489 -1%
WSC
98
Wellington Shields & Co
New York
$2.22M 37,532 +1,467 +4%
ADBIC
99
A.D. Beadell Investment Counsel
Wisconsin
$2.18M 36,957 +26 +0.1%
FQ
100
First Quadrant
California
$2.18M 36,894 +36,894 New
2 3
4
5 6