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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
3
BlackRock
New York
$493M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
2
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
4
Credit Agricole
France
$0
5
UBS Group
5
UBS Group
Switzerland
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
151
Janus Henderson Group
United Kingdom
$1.31M +$1.31M +19,399 New
TYCC
152
Texas Yale Capital Corp
Florida
$1.3M +$202 +3 +0%
Daiwa Securities Group
153
Daiwa Securities Group
Japan
$1.23M -$337K -5,003 -22%
AG
154
Advisor Group
Arizona
$1.22M -$20.9K -309 -2%
PHIMC
155
Private Harbour Investment Management & Counsel
Ohio
$1.19M -$17.2K -255 -1%
CCM
156
Coldstream Capital Management
Washington
$1.19M +$36.2K +537 +3%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$1.14M +$108K +1,604 +10%
Principal Financial Group
158
Principal Financial Group
Iowa
$1.13M -$33.5K -496 -3%
ERSOT
159
Employees Retirement System of Texas
Texas
$1.1M – – –
BTIS
160
BB&T Investment Services
North Carolina
$1.09M +$359K +5,310 +49%
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$1.05M – – –
FNBT
162
FineMark National Bank & Trust
Florida
$1.05M +$30K +445 +3%
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.04M -$41.5K -615 -4%
Barclays
164
Barclays
United Kingdom
$1.04M -$49.2K -729 -5%
RA
165
RMR Advisors
Massachusetts
$1.01M +$517K +7,658 +104%
LFA
166
Legacy Financial Advisors
Kentucky
$1.01M +$1.01M +14,947 New
HI
167
Honeywell International
North Carolina
$1M – – –
ECM
168
EII Capital Management
New York
$986K +$986K +14,612 New
Canada Life
169
Canada Life
Manitoba, Canada
$981K +$164K +2,434 +20%
First Manhattan
170
First Manhattan
New York
$974K -$17.2K -255 -2%
SPC
171
Sigma Planning Corp
Michigan
$971K +$76.8K +1,138 +9%
SG Americas Securities
172
SG Americas Securities
New York
$937K -$1.16M -17,142 -55%
ABC
173
Associated Banc-Corp
Wisconsin
$931K – – –
Russell Investments Group
174
Russell Investments Group
United Kingdom
$924K +$183K +2,694 +25%
EIA
175
Eldridge Investment Advisors
New Hampshire
$881K +$881K +13,196 New
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7
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