WPC icon

W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
3
Norges Bank
Norway
$46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
1
Cannell & Co
New York
$3.64M
2
Brown Advisory
2
Brown Advisory
Maryland
$90.9M
3
FM
3
Forward Management
California
$0
4
UBS Group
4
UBS Group
Switzerland
$106M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$1.83M +$761K +12,474 +71%
FTIOP
102
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.8M -$93K -1,526 -5%
SCM
103
Stellar Capital Management
Arizona
$1.8M +$108K +1,774 +6%
ProShare Advisors
104
ProShare Advisors
Maryland
$1.76M -$426K -6,996 -20%
NPC
105
National Planning Corporation
California
$1.75M -$59.7K -967 -3%
AFWA
106
Ancora Family Wealth Advisors
Ohio
$1.7M +$64.3K +1,054 +4%
Invesco
107
Invesco
Georgia
$1.66M -$76.2K -1,250 -4%
PHIMC
108
Private Harbour Investment Management & Counsel
Ohio
$1.63M -$10.9K -179 -0.7%
ERSOT
109
Employees Retirement System of Texas
Texas
$1.62M – – –
Millennium Management
110
Millennium Management
New York
$1.42M +$1.42M +23,235 New
US Bancorp
111
US Bancorp
Minnesota
$1.39M +$9.87K +162 +0.7%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.38M -$49.8K -817 -3%
NIPH
113
NN Investment Partners Holdings
Netherlands
$1.38M +$1.38M +22,564 New
URS
114
Utah Retirement Systems
Utah
$1.36M +$18.7K +306 +1%
Canada Life
115
Canada Life
Manitoba, Canada
$1.33M – – –
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.3M -$1.33M -21,809 -51%
Macquarie Group
117
Macquarie Group
Australia
$1.28M +$392K +6,433 +44%
KBC Group
118
KBC Group
Belgium
$1.28M -$303K -4,967 -19%
VLKIM
119
Van Lanschot Kempen Investment Management
Netherlands
$1.24M +$197K +3,234 +19%
VRS
120
Virginia Retirement System
Virginia
$1.23M +$1.23M +20,216 New
Creative Planning
121
Creative Planning
Kansas
$1.21M +$268K +4,398 +28%
MIAN
122
Mariner Independent Advisor Network
Kansas
$1.2M +$1.2M +19,742 New
WSC
123
Wellington Shields & Co
New York
$1.19M +$94.5K +1,550 +9%
ST
124
Spot Trading
Illinois
$1.18M +$486K +7,982 +70%
MTB
125
Mizuho Trust & Banking
Japan
$1.12M -$19.4K -318 -2%
3 4
5
6 7