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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 %
FNBT
151
FineMark National Bank & Trust
Florida
$950K 14,725 – –
CIC
152
Carnegie Investment Counsel
Ohio
$932K 15,100 +900 +6%
UCFA
153
United Capital Financial Advisors
Texas
$906K 14,034 +520 +4%
AQR Capital Management
154
AQR Capital Management
Connecticut
$899K 13,924 +1,586 +13%
ACI
155
AMP Capital Investors
Australia
$895K 13,689 -500 -4%
LTI
156
Laffer Tengler Investments
Tennessee
$891K 13,803 +652 +5%
CEP
157
Chicago Equity Partners
Illinois
$879K 13,615 -21,880 -62%
BFS
158
Bradley Foster & Sargent
Connecticut
$871K 13,500 -65,982 -83%
ABC
159
Associated Banc-Corp
Wisconsin
$871K 13,500 – –
ASN
160
Advisory Services Network
Georgia
$860K 13,321 -1,039 -7%
AB
161
Amalgamated Bank
New York
$809K 12,539 +19 +0.2%
PCM
162
Parsons Capital Management
Rhode Island
$799K 12,375 – –
BAS
163
Brown Advisory Securities
Maryland
$776K 12,058 +306 +3%
Canada Life
164
Canada Life
Manitoba, Canada
$734K 11,395 – –
WS
165
Wedbush Securities
California
$734K 11,374 +149 +1%
VKH
166
Virtu KCG Holdings
New York
$726K 11,252 +3,811 +51%
CAM
167
CG Asset Management
New York
$723K 11,200 -200 -2%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$687K 10,646 -3,330 -24%
HK
169
Horizon Kinetics
New York
$677K 10,492 -366 -3%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$665K 10,300 – –
AMI
171
Amica Mutual Insurance
Rhode Island
$661K 10,236 – –
NPC
172
National Planning Corporation
California
$656K 11,161 -7,838 -41%
IRF
173
IBM Retirement Fund
New York
$655K 10,156 -306 -3%
FWIA
174
Fort Washington Investment Advisors
Ohio
$645K 10,002 – –
BFO
175
Boston Family Office
Massachusetts
$625K 9,679 +3,450 +55%
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7
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