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W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$1.7M 24,458 +20,608 +535%
PAG
127
Private Advisor Group
New Jersey
$1.61M 23,238 -51,590 -69%
US Bancorp
128
US Bancorp
Minnesota
$1.61M 23,124 +803 +4%
SG Americas Securities
129
SG Americas Securities
New York
$1.58M 22,815 +14,964 +191%
SG
130
Societe Generale
$1.58M 22,815 +22,815 New
NIPH
131
NN Investment Partners Holdings
Netherlands
$1.53M 22,100 – –
URS
132
Utah Retirement Systems
Utah
$1.52M 21,920 +100 +0.5%
Principal Financial Group
133
Principal Financial Group
Iowa
$1.39M 20,086 +4,949 +33%
NPC
134
National Planning Corporation
California
$1.36M 18,999 -8,705 -31%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.35M 19,500 -2,600 -12%
TYCC
136
Texas Yale Capital Corp
Florida
$1.33M 19,090 +6,590 +53%
MTB
137
Mizuho Trust & Banking
Japan
$1.31M 18,805 +809 +4%
WSCM
138
Wellington Shields Capital Management
New York
$1.3M 18,718 +3,440 +23%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.2M 17,207 -11,740 -41%
ZIM
140
Zacks Investment Management
Illinois
$1.19M 17,084 +12,363 +262%
KKAMG
141
Kernodle & Katon Asset Management Group
Arkansas
$1.14M 16,449 +8,052 +96%
Creative Planning
142
Creative Planning
Kansas
$1.13M 16,232 -3,206 -16%
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$1.1M 15,788 +571 +4%
First Manhattan
144
First Manhattan
New York
$1.09M 15,740 – –
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$1.07M 15,442 -213 -1%
JWM
146
Jacobus Wealth Management
Wisconsin
$1.06M 15,245 – –
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.04M 14,939 +84 +0.6%
FNBT
148
FineMark National Bank & Trust
Florida
$1.02M 14,725 – –
CIC
149
Carnegie Investment Counsel
Ohio
$1.01M 14,200 +10,540 +288%
ASN
150
Advisory Services Network
Georgia
$997K 14,360 +89 +0.6%
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