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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 %
PFP
176
Pinnacle Financial Partners
Tennessee
$504K – – –
AG
177
Aperio Group
California
$500K -$203K -3,326 -29%
OAC
178
OMERS Administration Corp
Ontario, Canada
$498K +$498K +8,168 New
SW
179
SVB Wealth
Massachusetts
$495K -$79.7K -1,306 -14%
FMBTD
180
First Midwest Bank Trust Division
Illinois
$493K -$118K -1,931 -19%
SG Americas Securities
181
SG Americas Securities
New York
$489K +$262K +4,294 +115%
TCM
182
Texan Capital Management
Texas
$486K – – –
JHIU
183
Janus Henderson Investors US
Colorado
$479K +$131K +2,144 +37%
APFBOT
184
Amica Pension Fund Board of Trustees
Rhode Island
$472K – – –
TNAM
185
Terra Nova Asset Management
New York
$460K -$53.8K -884 -10%
MA
186
Marshwinds Advisory
Georgia
$448K +$448K +7,343 New
CMANY
187
Capital Management Associates (New York)
New York
$436K – – –
MC
188
Middleton & Co
Massachusetts
$436K – – –
CB
189
Commerce Bank
Missouri
$435K +$611 +10 +0.1%
GIA
190
Guyasuta Investment Advisors
Pennsylvania
$435K +$93.2K +1,531 +27%
JG
191
Jefferies Group
New York
$418K +$28.7K +470 +7%
CA
192
Cetera Advisors
Colorado
$415K -$2.68K -44 -0.6%
RJT
193
Raymond James Trust
Florida
$409K – – –
SI
194
Stephens Inc
Arkansas
$405K -$58K -952 -13%
HPBT
195
High Point Bank & Trust
North Carolina
$405K – – –
NERM
196
New England Research & Management
Illinois
$404K – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$396K +$14.4K +237 +4%
WEC
198
Winslow Evans & Crocker
Massachusetts
$392K -$122 -2 -0%
RIL
199
Rothschild Investment LLC
Illinois
$390K +$74.7K +1,226 +24%
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$388K +$116K +1,904 +43%
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