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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
3
BlackRock
New York
$493M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
2
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
4
Credit Agricole
France
$0
5
UBS Group
5
UBS Group
Switzerland
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$2.56M 37,090 +1,523 +4%
RWM
102
Rench Wealth Management
Texas
$2.55M 36,989 -9,356 -20%
Teacher Retirement System of Texas
103
Teacher Retirement System of Texas
Texas
$2.54M 36,822 +28,035 +319%
UCFA
104
United Capital Financial Advisors
Texas
$2.45M 35,525 -912 -3%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.45M 35,500 +35,500 New
SOAMC
106
Spirit of America Management Corp
New York
$2.43M 35,320 – –
WSC
107
Wellington Shields & Co
New York
$2.43M 35,296 -1,885 -5%
SCM
108
Sterling Capital Management
North Carolina
$2.4M 34,759 +34,759 New
IWA
109
Inspirion Wealth Advisors
Illinois
$2.39M 34,676 -548 -2%
SIS
110
Sound Income Strategies
Florida
$2.34M 38,274 +38,274 New
PTCG
111
Pring Turner Capital Group
California
$2.33M 33,870 -300 -0.9%
SHA
112
Seneca House Advisors
Virginia
$2.33M 33,810 +33,810 New
WSCM
113
Wellington Shields Capital Management
New York
$2.31M 33,475 +17 +0.1%
BIMC
114
Benson Investment Management Company
Virginia
$2.28M 33,105 +1,575 +5%
ADBIC
115
A.D. Beadell Investment Counsel
Wisconsin
$2.26M 32,810 +1 +0%
Wellington Management Group
116
Wellington Management Group
Massachusetts
$2.24M 32,518 +293 +0.9%
CC
117
Cannell & Co
New York
$2.21M 32,000 – –
SEI Investments
118
SEI Investments
Pennsylvania
$2.18M 31,646 +18,212 +136%
AA
119
Ancora Advisors
Ohio
$2.15M 31,121 +1,170 +4%
QI
120
QS Investors
New York
$2.13M 30,899 +4,945 +19%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.12M 30,720 -1,995 -6%
MCM
122
Mainstay Capital Management
Michigan
$2.11M 30,647 +30,647 New
FRAF
123
Första AP-fonden
Sweden
$2.1M 30,400 -900 -3%
Stifel Financial
124
Stifel Financial
Missouri
$2.09M 30,351 -452 -1%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$2.08M 30,245 -1,085 -3%
3 4
5
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