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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$667K +$64.8K +981 +11%
PFP
177
Pinnacle Financial Partners
Tennessee
$650K – – –
NFG
178
Noven Financial Group
Colorado
$634K – – –
SLG
179
Stanley-Laman Group
Pennsylvania
$633K -$9.56K -145 -1%
VF
180
Virtu Financial
New York
$626K +$626K +9,486 New
ZF
181
Zhang Financial
Michigan
$625K -$431K -6,443 -41%
FA
182
FDx Advisors
Illinois
$624K -$331K -5,006 -35%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$624K +$69.5K +1,054 +13%
SXL
184
Summit X LLC
Missouri
$622K +$4.71K +72 +0.8%
DI
185
Diligent Investors
California
$606K -$3.76K -57 -0.6%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$603K +$21.3K +322 +4%
GAM
187
Griffin Asset Management
New York
$602K +$602K +9,124 New
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$592K +$19.3K +293 +3%
NA
189
NewEdge Advisors
Louisiana
$590K +$16.7K +249 +3%
CRC
190
Curi RMB Capital
Illinois
$588K -$66 -1 -0%
PTC
191
Private Trust Company
Ohio
$577K -$1.32K -20 -0.2%
SWP
192
Stratos Wealth Partners
Ohio
$574K +$36K +545 +7%
CIC
193
Carnegie Investment Counsel
Ohio
$572K -$61.8K -909 -10%
MWM
194
Mascoma Wealth Management
New Hampshire
$556K +$80.9K +1,225 +17%
LWAC
195
Laurel Wealth Advisors (California)
California
$551K +$201K +3,049 +57%
Verition Fund Management
196
Verition Fund Management
Connecticut
$548K +$548K +8,297 New
JG
197
Jefferies Group
New York
$542K +$542K +8,208 New
CAM
198
Columbia Asset Management
Michigan
$535K +$535K +8,102 New
CCM
199
Cadence Capital Management
Massachusetts
$517K +$38.2K +578 +8%
FMBTD
200
First Midwest Bank Trust Division
Illinois
$516K -$2.57K -39 -0.5%
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