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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
Norges Bank
Norway
$46M
4
Renaissance Technologies
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
Cannell & Co
New York
$3.64M
2
Brown Advisory
Brown Advisory
Maryland
$90.9M
3
FM
Forward Management
California
$0
4
UBS Group
UBS Group
Switzerland
$106M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$755K +$67.2K +1,103 +10%
BAS
152
Brown Advisory Securities
Maryland
$750K +$25.1K +412 +3%
HK
153
Horizon Kinetics
New York
$692K +$69K +1,131 +11%
LTI
154
Laffer Tengler Investments
Tennessee
$680K +$680K +11,163 New
FWIA
155
Fort Washington Investment Advisors
Ohio
$680K -$12.5K -205 -2%
IRF
156
IBM Retirement Fund
New York
$677K -$816K -13,388 -55%
ACM
157
Argentus Capital Management
Texas
$673K -$276K -4,544 -29%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$656K – – –
AMI
159
Amica Mutual Insurance
Rhode Island
$637K – – –
Canada Pension Plan Investment Board
160
Canada Pension Plan Investment Board
Ontario, Canada
$629K -$43.6K -715 -6%
AIA
161
Allegis Investment Advisors
Idaho
$627K +$251K +4,111 +67%
LH
162
Lebenthal Holdings
New York
$596K +$81.6K +1,339 +16%
NEIRG
163
New England Investment & Retirement Group
Massachusetts
$591K – – –
DI
164
Diligent Investors
California
$589K +$2.93K +48 +0.5%
NFG
165
Noven Financial Group
Colorado
$560K – – –
CG
166
Clinton Group
New York
$556K +$556K +9,126 New
DWA
167
Douglass Winthrop Advisors
New York
$554K -$12.4K -204 -2%
CCM
168
Cadence Capital Management
Massachusetts
$548K -$5.42K -89 -1%
PL
169
Parkwood LLC
Ohio
$546K +$80.4K +1,319 +17%
SCA
170
Secor Capital Advisors
New York
$527K +$527K +8,649 New
MFS
171
MSI Financial Services
Massachusetts
$525K +$80.1K +1,314 +18%
KKAMG
172
Kernodle & Katon Asset Management Group
Arkansas
$523K +$423K +6,932 +422%
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$521K – – –
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$510K -$854 -14 -0.2%
PTC
175
Private Trust Company
Ohio
$510K +$259K +4,255 +103%
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7
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