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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 %
PG
151
PEAK6 Group
Illinois
$956K 16,177 +16,177 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$945K 16,000 -3,500 -18%
First Manhattan
153
First Manhattan
New York
$921K 15,600 -100 -0.6%
JWM
154
Jacobus Wealth Management
Wisconsin
$901K 15,245 – –
Verition Fund Management
155
Verition Fund Management
Connecticut
$892K 15,092 +6,971 +86%
FA
156
FDx Advisors
Illinois
$887K 15,010 +15,010 New
GC
157
Globeflex Capital
California
$881K 14,908 -364 -2%
FNBT
158
FineMark National Bank & Trust
Florida
$870K 14,725 – –
NIPH
159
NN Investment Partners Holdings
Netherlands
$857K 14,500 -7,600 -34%
AB
160
Amalgamated Bank
New York
$851K 14,397 +1,858 +15%
LCM
161
Landscape Capital Management
New Jersey
$849K 14,366 +14,366 New
LTI
162
Laffer Tengler Investments
Tennessee
$849K 14,360 +557 +4%
CEP
163
Chicago Equity Partners
Illinois
$805K 13,615 – –
ACI
164
AMP Capital Investors
Australia
$805K 13,789 +100 +0.7%
ABC
165
Associated Banc-Corp
Wisconsin
$798K 13,500 – –
UCFA
166
United Capital Financial Advisors
Texas
$780K 13,196 -838 -6%
SCM
167
Stevens Capital Management
Pennsylvania
$768K 12,997 +5,536 +74%
PCM
168
Parsons Capital Management
Rhode Island
$761K 12,875 +500 +4%
TSS
169
Two Sigma Securities
New York
$750K 12,692 +12,692 New
DADC
170
D.A. Davidson & Co
Montana
$741K 12,550 +6,134 +96%
BAS
171
Brown Advisory Securities
Maryland
$734K 12,337 +279 +2%
VFA
172
Voya Financial Advisors
Connecticut
$660K 11,300 +3,447 +44%
BFEC
173
Benjamin F. Edwards & Company
Missouri
$648K 10,961 +10,000 +1,041%
NPC
174
National Planning Corporation
California
$647K 10,424 -737 -7%
AG
175
Aperio Group
California
$635K 10,742 +1,943 +22%
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