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W.P. Carey
WPC

Overview Fund Activity

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M

Top Buyers

1
BlackRock
1
BlackRock
New York
$406M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1B
3
American Century Companies
3
American Century Companies
Missouri
$74.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$64.1M
5
State Street
5
State Street
Massachusetts
$121M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$197M
2
Prudential Financial
2
Prudential Financial
New Jersey
$6.86M
3
Millennium Management
3
Millennium Management
New York
$4.06M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
101
Macquarie Group
Australia
$2.07M +$280K +4,594 +16%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$2.05M -$65.2K -1,070 -3%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$2.05M +$19.8K +325 +1%
WSCM
104
Wellington Shields Capital Management
New York
$2.01M -$45.9K -753 -2%
AG
105
Aperio Group
California
$2M +$1.33M +21,854 +199%
DADC
106
D.A. Davidson & Co
Montana
$1.99M +$1.21M +19,891 +155%
BIMC
107
Benson Investment Management Company
Virginia
$1.96M +$18K +296 +0.9%
LFAS
108
Level Four Advisory Services
Texas
$1.94M +$485K +7,979 +33%
VLKIM
109
Van Lanschot Kempen Investment Management
Netherlands
$1.94M +$185K +3,031 +11%
MCM
110
Maple Capital Management
Vermont
$1.92M +$87.1K +1,430 +5%
AA
111
Ancora Advisors
Ohio
$1.9M +$73.9K +1,213 +4%
AIA
112
Allegis Investment Advisors
Idaho
$1.88M +$385K +6,321 +26%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$1.84M -$2.62K -43 -0.1%
ProShare Advisors
114
ProShare Advisors
Maryland
$1.81M +$58.1K +954 +3%
FQ
115
First Quadrant
California
$1.79M -$503K -8,262 -22%
US Bancorp
116
US Bancorp
Minnesota
$1.52M -$10.4K -170 -0.7%
Creative Planning
117
Creative Planning
Kansas
$1.51M +$6.28K +103 +0.4%
RCA
118
Rowland Carmichael Advisors
Arizona
$1.49M -$363K -5,952 -20%
AG
119
Advisor Group
Arizona
$1.48M +$453K +7,430 +44%
URS
120
Utah Retirement Systems
Utah
$1.43M +$31.1K +510 +2%
KKAMG
121
Kernodle & Katon Asset Management Group
Arkansas
$1.43M +$52.7K +865 +4%
MML Investors Services
122
MML Investors Services
Massachusetts
$1.4M +$1.4M +22,953 New
WEC
123
Winslow Evans & Crocker
Massachusetts
$1.35M -$4.75K -78 -0.4%
I2I
124
Insight 2811 Inc
Illinois
$1.31M +$1.31M +21,543 New
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$1.31M +$95.5K +1,566 +8%
3 4
5
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