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W.P. Carey
WPC

Overview Fund Activity

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M

Top Buyers

1
BlackRock
BlackRock
New York
$406M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1B
3
American Century Companies
American Century Companies
Missouri
$74.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.1M
5
State Street
State Street
Massachusetts
$121M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$197M
2
Prudential Financial
Prudential Financial
New Jersey
$6.86M
3
Millennium Management
Millennium Management
New York
$4.06M
4
Morgan Stanley
Morgan Stanley
New York
$33.2M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
201
Middleton & Co
Massachusetts
$436K – – –
RJT
202
Raymond James Trust
Florida
$420K – – –
SWP
203
Stratos Wealth Partners
Ohio
$413K +$59.8K +982 +17%
CB
204
Commerce Bank
Missouri
$410K – – –
ZF
205
Zhang Financial
Michigan
$408K -$789K -11,911 -66%
HW
206
Hancock Whitney
Mississippi
$405K -$18K -296 -4%
CAM
207
Columbia Asset Management
Michigan
$401K – – –
MAM
208
Morse Asset Management
Connecticut
$398K +$398K +6,534 New
WPP
209
Whalerock Point Partners
Rhode Island
$397K -$12.5K -204 -3%
NA
210
NewEdge Advisors
Louisiana
$397K +$52.7K +865 +15%
GHCM
211
Glen Harbor Capital Management
California
$385K -$38.4K -629 -9%
M&T Bank
212
M&T Bank
New York
$383K +$38K +623 +11%
CG
213
Clinton Group
New York
$381K -$1.53M -25,109 -80%
SCCM
214
Schafer Cullen Capital Management
New York
$377K – – –
RB
215
Rodgers Brothers
Pennsylvania
$376K +$159K +2,611 +74%
Zurich Cantonal Bank
216
Zurich Cantonal Bank
Switzerland
$369K +$18.1K +297 +5%
NERM
217
New England Research & Management
Illinois
$358K -$179K -2,935 -33%
CCM
218
Covington Capital Management
California
$358K – – –
DDC
219
DF Dent & Co
Maryland
$358K +$1.4K +23 +0.4%
Allianz Asset Management
220
Allianz Asset Management
Germany
$349K +$349K +5,724 New
ESCM
221
Echo Street Capital Management
New York
$346K +$346K +5,672 New
HAIM
222
Hunter Associates Investment Management
Pennsylvania
$345K +$31.1K +511 +10%
FHA
223
Flagship Harbor Advisors
Massachusetts
$337K +$92.4K +1,527 +38%
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$335K -$5.61K -92 -2%
SPC
225
Sigma Planning Corp
Michigan
$329K -$111K -1,815 -25%
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