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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
Credit Agricole
France
$0
5
UBS Group
UBS Group
Switzerland
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
176
Brown Advisory Securities
Maryland
$879K +$14.4K +213 +2%
AIA
177
Allegis Investment Advisors
Idaho
$878K -$1.43M -21,108 -62%
Jacobs Levy Equity Management
178
Jacobs Levy Equity Management
New Jersey
$854K – – –
FWIA
179
Fort Washington Investment Advisors
Ohio
$822K – – –
BFO
180
Boston Family Office
Massachusetts
$796K +$3.44K +51 +0.4%
PCM
181
Parsons Capital Management
Rhode Island
$787K -$68.9K -1,021 -8%
ASN
182
Advisory Services Network
Georgia
$783K +$405 +6 +0.1%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$766K – – –
HK
184
Horizon Kinetics
New York
$755K – – –
HSBC Holdings
185
HSBC Holdings
United Kingdom
$727K +$88.6K +1,313 +14%
LTI
186
Laffer Tengler Investments
Tennessee
$722K -$67.6K -1,002 -9%
ZAM
187
Zevin Asset Management
Massachusetts
$719K -$172K -2,553 -19%
AAM
188
Advisors Asset Management
Colorado
$711K +$29.3K +434 +4%
CEP
189
Chicago Equity Partners
Illinois
$705K +$705K +10,450 New
Mariner
190
Mariner
Kansas
$689K – – –
OPWM
191
Oak Point Wealth Management
Michigan
$681K +$681K +10,095 New
BFS
192
Bradley Foster & Sargent
Connecticut
$680K -$72.3K -1,072 -10%
PFP
193
Pinnacle Financial Partners
Tennessee
$665K – – –
SXL
194
Summit X LLC
Missouri
$663K +$22K +326 +3%
FDS
195
Freedom Day Solutions
Texas
$639K +$639K +9,475 New
GAM
196
Griffin Asset Management
New York
$633K +$17.2K +255 +3%
DI
197
Diligent Investors
California
$623K +$3.1K +46 +0.5%
NA
198
NewEdge Advisors
Louisiana
$613K +$28.2K +425 +5%
Comerica Bank
199
Comerica Bank
Texas
$611K -$61.6K -959 -9%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$608K -$8.91K -132 -1%
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