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W.P. Carey
WPC

Overview Fund Activity

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$26.3M
2
BIT
2
BlackRock Institutional Trust
California
$212M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$929M
4
American Century Companies
4
American Century Companies
Missouri
$48.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$40.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$214M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.76M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$16.9M
5
Brown Advisory
5
Brown Advisory
Maryland
$68.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$1.43M 24,116 -81 -0.3%
GT
127
Glenmede Trust
Pennsylvania
$1.42M 24,108 +123 +0.5%
AIA
128
Allegis Investment Advisors
Idaho
$1.42M 24,055 +5,914 +33%
LFAS
129
Level Four Advisory Services
Texas
$1.39M 23,510 +23,510 New
PAM
130
Princeton Alpha Management
New Jersey
$1.38M 23,290 +4,891 +27%
URS
131
Utah Retirement Systems
Utah
$1.33M 22,520 +300 +1%
REMS
132
Real Estate Management Services
$1.32M 22,300 -59,200 -73%
KKAMG
133
Kernodle & Katon Asset Management Group
Arkansas
$1.31M 22,172 +3,033 +16%
JHIU
134
Janus Henderson Investors US
Colorado
$1.29M 21,900 +600 +3%
Principal Financial Group
135
Principal Financial Group
Iowa
$1.29M 21,875 +800 +4%
WEC
136
Winslow Evans & Crocker
Massachusetts
$1.29M 21,800 +550 +3%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$1.15M 19,481 +4,362 +29%
TYCC
138
Texas Yale Capital Corp
Florida
$1.11M 18,857 -447 -2%
PHIMC
139
Private Harbour Investment Management & Counsel
Ohio
$1.11M 18,815 -860 -4%
ZF
140
Zhang Financial
Michigan
$1.09M 17,695 -927 -5%
Barclays
141
Barclays
United Kingdom
$1.08M 18,310 +11,072 +153%
FTIOP
142
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.08M 18,219 -88 -0.5%
AQR Capital Management
143
AQR Capital Management
Connecticut
$1.07M 18,079 +4,155 +30%
GXMC
144
Global X Management Company
New York
$1.05M 17,698 +2,288 +15%
SAM
145
Shell Asset Management
Netherlands
$1.05M 17,691 +17,691 New
Daiwa Securities Group
146
Daiwa Securities Group
Japan
$987K 16,700 +7,300 +78%
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$986K 16,419 -904 -5%
AG
148
Advisor Group
Arizona
$977K 16,550 +7,011 +73%
MFS
149
MSI Financial Services
Massachusetts
$973K 16,465 +8,051 +96%
BFS
150
Bradley Foster & Sargent
Connecticut
$969K 16,400 +2,900 +21%
4 5
6
7 8