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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
101
WealthPLAN Partners
Nebraska
$2.22M 33,614 +32,591 +3,186%
Invesco
102
Invesco
Georgia
$2.21M 33,547 -253 -0.7%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$2.21M 33,413 +480 +1%
Macquarie Group
104
Macquarie Group
Australia
$2.19M 33,200 – –
Wellington Management Group
105
Wellington Management Group
Massachusetts
$2.13M 32,225 -29,309 -48%
CC
106
Cannell & Co
New York
$2.11M 32,000 -3,400 -10%
AIA
107
Allegis Investment Advisors
Idaho
$2.1M 31,764 +1,518 +5%
BIMC
108
Benson Investment Management Company
Virginia
$2.08M 31,430 -125 -0.4%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$2.07M 31,330 -1,644 -5%
AA
110
Ancora Advisors
Ohio
$2.03M 30,743 +193 +0.6%
MCM
111
Maple Capital Management
Vermont
$1.98M 29,973 -872 -3%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$1.96M 29,660 +35 +0.1%
LFAS
113
Level Four Advisory Services
Texas
$1.93M 31,125 -200 -0.6%
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.87M 28,386 +10,597 +60%
ProShare Advisors
115
ProShare Advisors
Maryland
$1.87M 28,368 -762 -3%
US Bancorp
116
US Bancorp
Minnesota
$1.76M 26,675 +2,244 +9%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$1.72M 26,000 +11,078 +74%
WEC
118
Winslow Evans & Crocker
Massachusetts
$1.67M 25,414 +3,690 +17%
RCA
119
Rowland Carmichael Advisors
Arizona
$1.65M 24,975 +1,004 +4%
SW
120
SVB Wealth
Massachusetts
$1.64M 24,823 +11,650 +88%
HCA
121
Horan Capital Advisors
Ohio
$1.62M 24,585 +24,585 New
URS
122
Utah Retirement Systems
Utah
$1.56M 23,622 +602 +3%
Creative Planning
123
Creative Planning
Kansas
$1.51M 22,849 -1,367 -6%
MML Investors Services
124
MML Investors Services
Massachusetts
$1.46M 22,051 -430 -2%
GA
125
Geneva Advisors
Illinois
$1.43M 21,600 +4,185 +24%
3 4
5
6 7