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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
Norges Bank
Norway
$46M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
Cannell & Co
New York
$3.64M
2
Brown Advisory
Brown Advisory
Maryland
$90.9M
3
FM
Forward Management
California
$0
4
UBS Group
UBS Group
Switzerland
$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$1.03M +$4.02K +66 +0.4%
First Manhattan
127
First Manhattan
New York
$979K – – –
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$974K +$955K +15,665 +4,911%
Barclays
129
Barclays
United Kingdom
$972K +$317K +5,221 +48%
WSCM
130
Wellington Shields Capital Management
New York
$951K – – –
JWM
131
Jacobus Wealth Management
Wisconsin
$949K – – –
Mitsubishi UFJ Asset Management
132
Mitsubishi UFJ Asset Management
Japan
$947K +$147K +2,417 +18%
Principal Financial Group
133
Principal Financial Group
Iowa
$942K -$15.7K -257 -2%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$925K +$111K +1,812 +14%
FNBT
135
FineMark National Bank & Trust
Florida
$916K – – –
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$905K +$52.2K +856 +6%
ACI
137
AMP Capital Investors
Australia
$897K – – –
ASN
138
Advisory Services Network
Georgia
$888K – – –
UCFA
139
United Capital Financial Advisors
Texas
$868K -$72.6K -1,192 -8%
FRAF
140
Första AP-fonden
Sweden
$865K -$2.12M -34,816 -71%
Rafferty Asset Management
141
Rafferty Asset Management
New York
$856K +$281K +4,618 +49%
IA
142
IFP Advisors
Florida
$853K -$481K -6,246 -36%
AIG
143
American International Group
New York
$848K -$22.5K -368 -3%
CAM
144
CG Asset Management
New York
$846K -$155K -2,552 -16%
ABC
145
Associated Banc-Corp
Wisconsin
$840K – – –
Los Angeles Capital Management
146
Los Angeles Capital Management
California
$829K +$829K +13,595 New
TYCC
147
Texas Yale Capital Corp
Florida
$778K – – –
WS
148
Wedbush Securities
California
$761K +$9.39K +154 +1%
PCM
149
Parsons Capital Management
Rhode Island
$760K +$28.9K +475 +4%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$756K +$187K +3,077 +33%
4 5
6
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