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W.P. Carey
WPC

Overview Fund Activity

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M

Top Buyers

1
BlackRock
BlackRock
New York
$406M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1B
3
American Century Companies
American Century Companies
Missouri
$74.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.1M
5
State Street
State Street
Massachusetts
$121M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$197M
2
Prudential Financial
Prudential Financial
New Jersey
$6.86M
3
Millennium Management
Millennium Management
New York
$4.06M
4
Morgan Stanley
Morgan Stanley
New York
$33.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$1.29M -$2.24M -36,725 -64%
AQR Capital Management
127
AQR Capital Management
Connecticut
$1.27M +$143K +2,344 +13%
TYCC
128
Texas Yale Capital Corp
Florida
$1.17M +$244 +4 +0%
Rafferty Asset Management
129
Rafferty Asset Management
New York
$1.17M +$844K +13,849 +260%
GCP
130
GSA Capital Partners
United Kingdom
$1.16M +$784K +12,865 +210%
PHIMC
131
Private Harbour Investment Management & Counsel
Ohio
$1.15M -$22.4K -367 -2%
FTIOP
132
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.11M -$26.8K -439 -2%
GA
133
Geneva Advisors
Illinois
$1.08M +$1.08M +17,781 New
Daiwa Securities Group
134
Daiwa Securities Group
Japan
$1.04M – – –
GXMC
135
Global X Management Company
New York
$1.03M -$67.3K -1,104 -6%
SAM
136
Shell Asset Management
Netherlands
$1.03M -$72.1K -1,182 -7%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$1.02M -$2.5K -41 -0.2%
EVM
138
Eaton Vance Management
Massachusetts
$1.02M +$1.02M +16,650 New
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1.01M +$12.4K +204 +1%
ERSOT
140
Employees Retirement System of Texas
Texas
$996K -$623K -10,210 -38%
JWM
141
Jacobus Wealth Management
Wisconsin
$949K – – –
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$928K -$1.22M -20,088 -57%
AB
143
Amalgamated Bank
New York
$926K +$29.9K +491 +3%
FNBT
144
FineMark National Bank & Trust
Florida
$916K – – –
BFS
145
Bradley Foster & Sargent
Connecticut
$898K -$122K -2,006 -12%
Barclays
146
Barclays
United Kingdom
$897K -$241K -3,956 -21%
First Manhattan
147
First Manhattan
New York
$895K -$74.6K -1,226 -8%
ACI
148
AMP Capital Investors
Australia
$888K +$37K +612 +4%
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$883K -$7.56M -124,153 -90%
FA
150
FDx Advisors
Illinois
$883K -$50.4K -828 -5%
4 5
6
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