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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
3
BlackRock
New York
$493M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
2
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
4
Credit Agricole
France
$0
5
UBS Group
5
UBS Group
Switzerland
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$3.83M 55,570 +267 +0.5%
GC
77
Gruss & Co
Florida
$3.81M 55,277 – –
WCP
78
Welch Capital Partners
New York
$3.8M 55,102 -30,136 -35%
First Trust Advisors
79
First Trust Advisors
Illinois
$3.72M 53,986 -24,746 -31%
Prudential Financial
80
Prudential Financial
New Jersey
$3.68M 53,400 +17,500 +49%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$3.65M 52,913 +6,276 +13%
PPA
82
Parametric Portfolio Associates
Washington
$3.51M 50,882 +50,882 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$3.41M 49,447 +5,463 +12%
IA
84
IFP Advisors
Florida
$3.32M 48,185 +3,046 +7%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.32M 48,112 +149 +0.3%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$3.17M 46,061 -1,958 -4%
WWM
87
Willingdon Wealth Management
North Carolina
$3M 43,472 -527 -1%
WP
88
WealthPLAN Partners
Nebraska
$2.89M 41,980 +6,667 +19%
Invesco
89
Invesco
Georgia
$2.83M 41,073 +6,532 +19%
HCA
90
Horan Capital Advisors
Ohio
$2.83M 41,027 +1,290 +3%
RFWA
91
RPg Family Wealth Advisory
Massachusetts
$2.82M 40,969 +52 +0.1%
SCM
92
Stellar Capital Management
Arizona
$2.75M 39,845 +1,188 +3%
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$2.74M 39,817 – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$2.74M 39,742 -1,098 -3%
LFAS
95
Level Four Advisory Services
Texas
$2.69M 39,089 +3,196 +9%
VLKIM
96
Van Lanschot Kempen Investment Management
Netherlands
$2.68M 38,829 -7,716 -17%
GC
97
Guggenheim Capital
Illinois
$2.63M 38,155 -32,199 -46%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$2.62M 38,089 -33,026 -46%
US Bancorp
99
US Bancorp
Minnesota
$2.62M 37,974 +10,633 +39%
NFG
100
NewFocus Financial Group
Washington
$2.57M 37,354 +1,359 +4%
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