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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
126
GSI Capital Advisors
California
$1.43M 21,600 +21,600 New
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.41M 21,300 +5,100 +31%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$1.39M 21,041 +370 +2%
I2I
129
Insight 2811 Inc
Illinois
$1.37M 20,800 -300 -1%
GXMC
130
Global X Management Company
New York
$1.33M 20,109 +3,492 +21%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$1.29M 19,500 +2,800 +17%
Barclays
132
Barclays
United Kingdom
$1.28M 19,426 +4,990 +35%
AG
133
Advisor Group
Arizona
$1.27M 19,213 -4,615 -19%
AB
134
Amalgamated Bank
New York
$1.26M 19,129 +4,251 +29%
Principal Financial Group
135
Principal Financial Group
Iowa
$1.25M 18,924 +5,608 +42%
TYCC
136
Texas Yale Capital Corp
Florida
$1.25M 18,864 +3 +0%
PHIMC
137
Private Harbour Investment Management & Counsel
Ohio
$1.2M 18,180 -275 -1%
SG
138
StoneX Group
New York
$1.14M 17,322 +17,322 New
CCM
139
Coldstream Capital Management
Washington
$1.09M 16,566 +9,415 +132%
SAM
140
Shell Asset Management
Netherlands
$1.09M 16,534 – –
EVM
141
Eaton Vance Management
Massachusetts
$1.08M 16,308 – –
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$1.07M 16,203 -176 -1%
ERSOT
143
Employees Retirement System of Texas
Texas
$1.06M 16,000 – –
ACI
144
AMP Capital Investors
Australia
$1.05M 15,989 +1,600 +11%
Rafferty Asset Management
145
Rafferty Asset Management
New York
$1.03M 15,645 -3,128 -17%
ZF
146
Zhang Financial
Michigan
$1.02M 15,455 +9,426 +156%
JWM
147
Jacobus Wealth Management
Wisconsin
$1.01M 15,245 – –
FNBT
148
FineMark National Bank & Trust
Florida
$977K 14,808 +83 +0.6%
First Manhattan
149
First Manhattan
New York
$958K 14,515 +115 +0.8%
UCFA
150
United Capital Financial Advisors
Texas
$943K 14,283 +1,277 +10%
4 5
6
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