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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JHIU
126
Janus Henderson Investors US
Colorado
$1.37M 21,300 +13,500 +173%
WEC
127
Winslow Evans & Crocker
Massachusetts
$1.37M 21,250 +15,140 +248%
Principal Financial Group
128
Principal Financial Group
Iowa
$1.36M 21,075 +989 +5%
DCM
129
Dupont Capital Management
Delaware
$1.33M 20,596 -47,059 -70%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$1.33M 20,559 +17,602 +595%
PHIMC
131
Private Harbour Investment Management & Counsel
Ohio
$1.27M 19,675 -5,288 -21%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$1.26M 19,500 – –
TYCC
133
Texas Yale Capital Corp
Florida
$1.25M 19,304 +214 +1%
KKAMG
134
Kernodle & Katon Asset Management Group
Arkansas
$1.24M 19,139 +2,690 +16%
NFG
135
Noven Financial Group
Colorado
$1.23M 18,408 +9,404 +104%
ZF
136
Zhang Financial
Michigan
$1.2M 18,622 -11,987 -39%
WSCM
137
Wellington Shields Capital Management
New York
$1.2M 18,618 -100 -0.5%
PAM
138
Princeton Alpha Management
New Jersey
$1.19M 18,399 +7,376 +67%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.18M 18,307 +1,100 +6%
AIA
140
Allegis Investment Advisors
Idaho
$1.17M 18,141 +4,376 +32%
CG
141
Clinton Group
New York
$1.16M 18,023 +18,023 New
LP
142
LMR Partners
United Kingdom
$1.14M 17,633 +17,633 New
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$1.12M 17,323 +1,535 +10%
PI
144
Putnam Investments
Massachusetts
$1.06M 16,488 +16,488 New
First Manhattan
145
First Manhattan
New York
$1.01M 15,700 -40 -0.3%
GXMC
146
Global X Management Company
New York
$994K 15,410 +10,329 +203%
GC
147
Globeflex Capital
California
$986K 15,272 +15,272 New
JWM
148
Jacobus Wealth Management
Wisconsin
$984K 15,245 – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$976K 15,130 -312 -2%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$976K 15,119 +15,119 New
4 5
6
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