WPC icon

W.P. Carey
WPC

Overview Fund Activity

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B
2
American Century Companies
2
American Century Companies
Missouri
$29.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$105M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$13M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$297M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M
3
LPL Financial
3
LPL Financial
California
$7.79M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.4M
5
BAM
5
Berkshire Asset Management
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
201
Commerce Bank
Missouri
$497K 7,146 +170 +2%
Manulife (Manufacturers Life Insurance)
202
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492K 7,076 +1,988 +39%
HFA
203
High Falls Advisors
New York
– – – –
CMANY
204
Capital Management Associates (New York)
New York
$486K 7,000 – –
MC
205
Middleton & Co
Massachusetts
$486K 7,000 – –
HIM
206
Hillsdale Investment Management
Ontario, Canada
$486K 7,000 +7,000 New
EA
207
Emerald Acquisition
Washington
$482K 6,941 +6,941 New
PP
208
Paloma Partners
Connecticut
$470K 6,760 +6,760 New
OIA
209
Optimum Investment Advisors
Illinois
$465K 6,700 +6,700 New
RFC
210
Regions Financial Corp
Alabama
$453K 6,523 +500 +8%
HPBT
211
High Point Bank & Trust
North Carolina
$451K 6,500 – –
NERM
212
New England Research & Management
Illinois
$450K 6,484 – –
SI
213
Stephens Inc
Arkansas
$448K 6,448 -61 -0.9%
CAM
214
Columbia Asset Management
Michigan
$445K 6,415 +6,415 New
SEI Investments
215
SEI Investments
Pennsylvania
$437K 6,297 -10,187 -62%
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$432K 6,226 – –
BFO
217
Boston Family Office
Massachusetts
$432K 6,229 +2,779 +81%
WEC
218
Winslow Evans & Crocker
Massachusetts
$424K 6,110 -194 -3%
CA
219
Cetera Advisors
Colorado
$424K 6,095 -570 -9%
SCCM
220
Schafer Cullen Capital Management
New York
$424K 6,110 -25 -0.4%
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$422K 6,074 +80 +1%
RJT
222
Raymond James Trust
Florida
$421K 6,066 -500 -8%
MSS
223
Mitchell Sinkler & Starr
Pennsylvania
$417K 6,000 +550 +10%
GIA
224
Guyasuta Investment Advisors
Pennsylvania
$416K 6,000 -1,000 -14%
MFS
225
MSI Financial Services
Massachusetts
$413K 5,944 -2,490 -30%
7 8
9
10 11