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W.P. Carey
WPC

Overview Fund Activity

348 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 101 reducing their positions, and 33 closing their positions.

Holders
348
Holders Change
-15
Holders Change %
-4.13%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
23
Increased
134
Reduced
101
Closed
33
Calls
$8.57M
Puts
$8.66M
Net Calls
-$91K
Net Calls Change
-$4.64M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B
2
American Century Companies
2
American Century Companies
Missouri
$43.8M
3
BIT
3
BlackRock Institutional Trust
California
$218M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$52.3M
5
BFA
5
BlackRock Fund Advisors
California
$104M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$85.9M
2
DC
2
Davenport & Co
Virginia
$68.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$267M
4
UBS Group
4
UBS Group
Switzerland
$103M
5
Brown Advisory
5
Brown Advisory
Maryland
$81.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
201
Barclays
United Kingdom
$466K 7,238 -6,652 -48%
MA
202
Marshwinds Advisory
Georgia
$464K 7,192 – –
CB
203
Commerce Bank
Missouri
$461K 7,146 – –
ICOA
204
Investment Centers of America
North Dakota
$459K 7,138 +1,812 +34%
OIA
205
Optimum Investment Advisors
Illinois
$458K 7,100 +400 +6%
Tudor Investment Corp
206
Tudor Investment Corp
Connecticut
$458K 7,105 +7,105 New
MC
207
Middleton & Co
Massachusetts
$452K 7,000 – –
CMANY
208
Capital Management Associates (New York)
New York
$452K 7,000 – –
SI
209
Stephens Inc
Arkansas
$437K 6,769 +321 +5%
ACM
210
Argentus Capital Management
Texas
$433K 6,715 -1,487 -18%
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$431K 6,682 -394 -6%
Rafferty Asset Management
212
Rafferty Asset Management
New York
$428K 6,636 -4,531 -41%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$428K 6,628 +1,172 +21%
HW
214
Hancock Whitney
Mississippi
$420K 6,505 -1,660 -20%
HPBT
215
High Point Bank & Trust
North Carolina
$419K 6,500 – –
CAM
216
Columbia Asset Management
Michigan
$417K 6,455 +40 +0.6%
DADC
217
D.A. Davidson & Co
Montana
$414K 6,416 +1,756 +38%
WAM
218
World Asset Management
Michigan
$412K 6,390 +1,884 +42%
MSS
219
Mitchell Sinkler & Starr
Pennsylvania
$407K 6,300 +300 +5%
PA
220
Profund Advisors
Maryland
$402K 6,223 +397 +7%
SPC
221
Sigma Planning Corp
Michigan
$400K 6,204 +967 +18%
SCCM
222
Schafer Cullen Capital Management
New York
$391K 6,060 -50 -0.8%
RJT
223
Raymond James Trust
Florida
$391K 6,066 – –
SEI Investments
224
SEI Investments
Pennsylvania
$388K 6,017 -280 -4%
WPP
225
Whalerock Point Partners
Rhode Island
$385K 5,970 +5,970 New
7 8
9
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