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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$2.14M 36,166 -44,544 -55%
IWA
102
Inspirion Wealth Advisors
Illinois
$2.12M 35,927 – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$2.1M 35,559 +20,429 +135%
CC
104
Cannell & Co
New York
$2.09M 35,400 – –
SCM
105
Stellar Capital Management
Arizona
$2.08M 35,117 +35,117 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.04M 34,596 +14,037 +68%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$2.03M 34,310 +430 +1%
PTCG
108
Pring Turner Capital Group
California
$2.01M 34,070 +1,285 +4%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$2.01M 34,022 -1,027 -3%
WSCM
110
Wellington Shields Capital Management
New York
$1.96M 33,080 +14,462 +78%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$1.94M 32,823 +2,129 +7%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.93M 32,615 -1,629 -5%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$1.86M 31,525 +11 +0%
BIMC
114
Benson Investment Management Company
Virginia
$1.85M 31,265 +31,265 New
CG
115
Clinton Group
New York
$1.82M 30,723 +12,700 +70%
RCA
116
Rowland Carmichael Advisors
Arizona
$1.76M 29,800 -2,628 -8%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$1.75M 29,667 -12 -0%
MCM
118
Maple Capital Management
Vermont
$1.74M 29,445 +21,522 +272%
AA
119
Ancora Advisors
Ohio
$1.74M 29,362 +29,362 New
Invesco
120
Invesco
Georgia
$1.73M 29,253 +2,591 +10%
Macquarie Group
121
Macquarie Group
Australia
$1.7M 28,700 -1,200 -4%
ProShare Advisors
122
ProShare Advisors
Maryland
$1.67M 28,196 +4,426 +19%
VLKIM
123
Van Lanschot Kempen Investment Management
Netherlands
$1.67M 28,185 -49 -0.2%
ERSOT
124
Employees Retirement System of Texas
Texas
$1.54M 26,000 – –
US Bancorp
125
US Bancorp
Minnesota
$1.45M 24,597 +1,288 +6%
3 4
5
6 7