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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$2.25M 34,897 +3,746 +12%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$2.21M 34,244 -18,676 -35%
SOADOR
103
State of Alaska Department of Revenue
Alaska
$2.19M 33,880 -390 -1%
WP
104
WealthPLAN Partners
Nebraska
$2.13M 33,792 -18,502 -35%
PTCG
105
Pring Turner Capital Group
California
$2.12M 32,785 -255 -0.8%
RCA
106
Rowland Carmichael Advisors
Arizona
$2.09M 32,428 -3,723 -10%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.03M 31,514 – –
RJFSA
108
Raymond James Financial Services Advisors
Florida
$1.98M 30,694 -150 -0.5%
Macquarie Group
109
Macquarie Group
Australia
$1.93M 29,900 -7,900 -21%
QI
110
QS Investors
New York
$1.92M 29,765 -10,325 -26%
Public Employees Retirement Association of Colorado
111
Public Employees Retirement Association of Colorado
Colorado
$1.92M 29,679 -1,806 -6%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$1.86M 28,739 +13,800 +92%
VLKIM
113
Van Lanschot Kempen Investment Management
Netherlands
$1.82M 28,234 -2,350 -8%
Invesco
114
Invesco
Georgia
$1.72M 26,662 +671 +3%
MTB
115
Mizuho Trust & Banking
Japan
$1.69M 26,120 +7,315 +39%
ZIM
116
Zacks Investment Management
Illinois
$1.68M 26,057 +8,973 +53%
ERSOT
117
Employees Retirement System of Texas
Texas
$1.68M 26,000 – –
Creative Planning
118
Creative Planning
Kansas
$1.56M 24,197 +7,965 +49%
GT
119
Glenmede Trust
Pennsylvania
$1.55M 23,985 -473 -2%
ProShare Advisors
120
ProShare Advisors
Maryland
$1.53M 23,770 -1,544 -6%
AFWA
121
Ancora Family Wealth Advisors
Ohio
$1.5M 23,313 -4,207 -15%
US Bancorp
122
US Bancorp
Minnesota
$1.5M 23,309 +185 +0.8%
URS
123
Utah Retirement Systems
Utah
$1.43M 22,220 +300 +1%
NIPH
124
NN Investment Partners Holdings
Netherlands
$1.43M 22,100 – –
Capital Fund Management (CFM)
125
Capital Fund Management (CFM)
France
$1.4M 21,648 +21,648 New
3 4
5
6 7