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W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
101
Inspirion Wealth Advisors
Illinois
$2.55M 36,782 +841 +2%
RCA
102
Rowland Carmichael Advisors
Arizona
$2.51M 36,151 +2,893 +9%
CEP
103
Chicago Equity Partners
Illinois
$2.46M 35,495 +35,495 New
SOADOR
104
State of Alaska Department of Revenue
Alaska
$2.38M 34,270 -5,520 -14%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$2.36M 33,975 +1,269 +4%
KBC Group
106
KBC Group
Belgium
$2.36M 33,932 +13,433 +66%
PTCG
107
Pring Turner Capital Group
California
$2.29M 33,040 -250 -0.8%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$2.19M 31,514 -1,551 -5%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$2.19M 31,485 -2,120 -6%
HighTower Advisors
110
HighTower Advisors
Illinois
$2.16M 31,151 -2,207 -7%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$2.14M 30,844 +30,844 New
SCM
112
Sterling Capital Management
North Carolina
$2.13M 30,659 +350 +1%
ZF
113
Zhang Financial
Michigan
$2.13M 30,609 -9,744 -24%
VLKIM
114
Van Lanschot Kempen Investment Management
Netherlands
$2.12M 30,584 +10,742 +54%
SCM
115
Stevens Capital Management
Pennsylvania
$2.03M 29,252 +29,252 New
SCM
116
Stellar Capital Management
Arizona
$2.03M 29,167 +275 +1%
WP
117
WealthPLAN Partners
Nebraska
$1.96M 52,294 +52,294 New
AFWA
118
Ancora Family Wealth Advisors
Ohio
$1.91M 27,520 +290 +1%
WSC
119
Wellington Shields & Co
New York
$1.84M 26,550 +7,366 +38%
ERSOT
120
Employees Retirement System of Texas
Texas
$1.81M 26,000 – –
Invesco
121
Invesco
Georgia
$1.8M 25,991 -693 -3%
ProShare Advisors
122
ProShare Advisors
Maryland
$1.76M 25,314 -2,918 -10%
Robeco Institutional Asset Management
123
Robeco Institutional Asset Management
Netherlands
$1.75M 25,262 +25,262 New
PHIMC
124
Private Harbour Investment Management & Counsel
Ohio
$1.73M 24,963 -1,150 -4%
AL
125
AJO LP
Pennsylvania
$1.71M 24,690 +20,327 +466%
3 4
5
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