WPC icon

W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Gruss & Co
Florida
$3.73M 55,277 – –
HighTower Advisors
77
HighTower Advisors
Illinois
$3.72M 55,303 +2,364 +4%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.24M 48,019 +22,019 +85%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.23M 47,963 -1,241 -3%
ACI
80
AMP Capital Investors
Australia
$3.2M 47,489 +31,500 +197%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$3.14M 46,637 -1,689 -3%
VLKIM
82
Van Lanschot Kempen Investment Management
Netherlands
$3.14M 46,545 +4,877 +12%
RWM
83
Rench Wealth Management
Texas
$3.12M 46,345 -17,204 -27%
IA
84
IFP Advisors
Florida
$3.04M 45,139 -27 -0.1%
WWM
85
Willingdon Wealth Management
North Carolina
$2.97M 43,999 +43,999 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$2.96M 43,984 +5,548 +14%
RFWA
87
RPg Family Wealth Advisory
Massachusetts
$2.76M 40,917 -85 -0.2%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$2.75M 40,840 +3,989 +11%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$2.68M 39,817 – –
HCA
90
Horan Capital Advisors
Ohio
$2.68M 39,737 +15,152 +62%
SCM
91
Stellar Capital Management
Arizona
$2.61M 38,657 +2,075 +6%
WSC
92
Wellington Shields & Co
New York
$2.51M 37,181 +76 +0.2%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.46M 36,549 +388 +1%
UCFA
94
United Capital Financial Advisors
Texas
$2.46M 36,437 +22,154 +155%
NFG
95
NewFocus Financial Group
Washington
$2.43M 35,995 +854 +2%
Prudential Financial
96
Prudential Financial
New Jersey
$2.42M 35,900 -5,200 -13%
LFAS
97
Level Four Advisory Services
Texas
$2.42M 35,893 +4,768 +15%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$2.4M 35,567 +25 +0.1%
SOAMC
99
Spirit of America Management Corp
New York
$2.38M 35,320 -1,000 -3%
WP
100
WealthPLAN Partners
Nebraska
$2.38M 35,313 +1,699 +5%
2 3
4
5 6