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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.25M 49,204 -169 -0.3%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$3.19M 48,326 +6,695 +16%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$3.07M 46,548 -41,324 -47%
IA
79
IFP Advisors
Florida
$2.98M 45,166 +5,343 +13%
PI
80
Putnam Investments
Massachusetts
$2.97M 44,953 +1,441 +3%
AG
81
Aperio Group
California
$2.91M 44,024 +11,877 +37%
Stifel Financial
82
Stifel Financial
Missouri
$2.86M 43,383 +373 +0.9%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$2.82M 42,744 +42,744 New
VLKIM
84
Van Lanschot Kempen Investment Management
Netherlands
$2.75M 41,668 +10,514 +34%
Prudential Financial
85
Prudential Financial
New Jersey
$2.71M 41,100 -69,150 -63%
RFWA
86
RPg Family Wealth Advisory
Massachusetts
$2.71M 41,002 -895 -2%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$2.63M 39,817 – –
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$2.54M 38,436 +17,421 +83%
WSC
89
Wellington Shields & Co
New York
$2.45M 37,105 -184 -0.5%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$2.43M 36,851 -8,391 -19%
SCM
91
Stellar Capital Management
Arizona
$2.42M 36,582 +250 +0.7%
ADBIC
92
A.D. Beadell Investment Counsel
Wisconsin
$2.41M 36,558 – –
PTCG
93
Pring Turner Capital Group
California
$2.4M 36,355 +2,585 +8%
SOAMC
94
Spirit of America Management Corp
New York
$2.4M 36,320 – –
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$2.39M 36,161 +1,469 +4%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$2.35M 35,542 -7,265 -17%
IWA
97
Inspirion Wealth Advisors
Illinois
$2.34M 35,368 -200 -0.6%
NFG
98
NewFocus Financial Group
Washington
$2.32M 35,141 +700 +2%
WSCM
99
Wellington Shields Capital Management
New York
$2.29M 34,661 +2,318 +7%
FRAF
100
Första AP-fonden
Sweden
$2.26M 34,200 +20,700 +153%
2 3
4
5 6