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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 %
LCM
151
Landscape Capital Management
New Jersey
$849K – – –
CEP
152
Chicago Equity Partners
Illinois
$847K – – –
ABC
153
Associated Banc-Corp
Wisconsin
$840K – – –
FRAF
154
Första AP-fonden
Sweden
$840K +$840K +13,784 New
Principal Financial Group
155
Principal Financial Group
Iowa
$829K -$533K -8,738 -39%
AIMCA
156
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$828K +$828K +13,579 New
SW
157
SVB Wealth
Massachusetts
$820K +$575K +9,434 +235%
QI
158
QS Investors
New York
$812K +$381K +6,247 +88%
UCFA
159
United Capital Financial Advisors
Texas
$809K -$11.8K -194 -1%
VFA
160
Voya Financial Advisors
Connecticut
$775K +$77.7K +1,286 +11%
PCM
161
Parsons Capital Management
Rhode Island
$773K -$28K -459 -3%
BAS
162
Brown Advisory Securities
Maryland
$760K -$9.1K -149 -1%
LTI
163
Laffer Tengler Investments
Tennessee
$739K -$155K -2,540 -17%
PAM
164
Princeton Alpha Management
New Jersey
$727K -$722K -11,849 -50%
CA
165
Cetera Advisors
Colorado
$714K +$373K +6,117 +110%
ASN
166
Advisory Services Network
Georgia
$703K +$703K +11,534 New
HK
167
Horizon Kinetics
New York
$684K +$31.1K +511 +5%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$682K – – –
FWIA
169
Fort Washington Investment Advisors
Ohio
$630K +$12.5K +205 +2%
LAM
170
Lebenthal Asset Management
New York
$629K +$11.5K +189 +2%
Mariner
171
Mariner
Kansas
$622K +$622K +10,210 New
Canada Life
172
Canada Life
Manitoba, Canada
$621K – – –
Comerica Bank
173
Comerica Bank
Texas
$606K +$54.8K +881 +10%
Russell Investments Group
174
Russell Investments Group
United Kingdom
$603K +$42.2K +693 +8%
SLG
175
Stanley-Laman Group
Pennsylvania
$594K -$1.78M -29,220 -75%
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