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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
101
Inspirion Wealth Advisors
Illinois
$2.37M 35,224 -144 -0.4%
Invesco
102
Invesco
Georgia
$2.33M 34,541 +994 +3%
PTCG
103
Pring Turner Capital Group
California
$2.3M 34,170 -2,185 -6%
WSCM
104
Wellington Shields Capital Management
New York
$2.26M 33,458 -1,203 -3%
AIA
105
Allegis Investment Advisors
Idaho
$2.25M 33,409 +1,645 +5%
ADBIC
106
A.D. Beadell Investment Counsel
Wisconsin
$2.21M 32,809 -3,749 -10%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2.2M 32,715 -698 -2%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$2.17M 32,225 – –
CC
109
Cannell & Co
New York
$2.16M 32,000 – –
BIMC
110
Benson Investment Management Company
Virginia
$2.13M 31,530 +100 +0.3%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$2.11M 31,330 – –
FRAF
112
Första AP-fonden
Sweden
$2.11M 31,300 -2,900 -8%
Stifel Financial
113
Stifel Financial
Missouri
$2.08M 30,803 -12,580 -29%
SG Americas Securities
114
SG Americas Securities
New York
$2.05M 30,395 +19,476 +178%
AA
115
Ancora Advisors
Ohio
$2.02M 29,951 -792 -3%
FTIOP
116
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.94M 28,761 +375 +1%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$1.88M 27,850 -1,810 -6%
US Bancorp
118
US Bancorp
Minnesota
$1.84M 27,341 +666 +2%
Macquarie Group
119
Macquarie Group
Australia
$1.76M 26,100 -7,100 -21%
QI
120
QS Investors
New York
$1.75M 25,954 +12,471 +92%
MCM
121
Maple Capital Management
Vermont
$1.72M 25,548 -4,425 -15%
MML Investors Services
122
MML Investors Services
Massachusetts
$1.68M 24,989 +2,938 +13%
ProShare Advisors
123
ProShare Advisors
Maryland
$1.68M 24,963 -3,405 -12%
RCA
124
Rowland Carmichael Advisors
Arizona
$1.68M 24,963 -12 -0%
GXMC
125
Global X Management Company
New York
$1.64M 24,275 +4,166 +21%
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5
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