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W.P. Carey
WPC

Overview Fund Activity

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$454M
3
ACM
3
Advisors Capital Management
New Jersey
$13.2M
4
Norges Bank
4
Norges Bank
Norway
$62.6M
5
Northern Trust
5
Northern Trust
Illinois
$66.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$10.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
KBC Group
4
KBC Group
Belgium
$0
5
CS
5
Credit Suisse
Switzerland
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$474K 7,183 +1,255 +21%
M&T Bank
202
M&T Bank
New York
$472K 7,159 +1,002 +16%
CCM
203
Cadence Capital Management
Massachusetts
$469K 7,105 -817 -10%
RJT
204
Raymond James Trust
Florida
$466K 7,071 +319 +5%
MWM
205
Mascoma Wealth Management
New Hampshire
$465K 7,050 +7,050 New
CMANY
206
Capital Management Associates (New York)
New York
$462K 7,000 – –
MC
207
Middleton & Co
Massachusetts
$462K 7,000 – –
Fisher Asset Management
208
Fisher Asset Management
Washington
$454K 6,873 +1,900 +38%
AIA
209
Avalon Investment & Advisory
Texas
$448K 6,780 +6,780 New
Squarepoint
210
Squarepoint
New York
$446K 6,758 +6,758 New
SPC
211
Sigma Planning Corp
Michigan
$443K 6,711 +1,432 +27%
CB
212
Commerce Bank
Missouri
$430K 6,514 -77 -1%
HW
213
Hancock Whitney
Mississippi
$429K 6,505 – –
MAM
214
Morse Asset Management
Connecticut
$429K 6,500 +100 +2%
BTIS
215
BB&T Investment Services
North Carolina
$420K 6,377 +5,976 +1,490%
BC
216
Barnett & Company
Tennessee
$402K 6,087 +5,450 +856%
SCCM
217
Schafer Cullen Capital Management
New York
$400K 6,060 – –
RB
218
Rodgers Brothers
Pennsylvania
$399K 6,044 +8 +0.1%
SBIA
219
Sheaff Brock Investment Advisors
Indiana
$398K 6,028 -1,441 -19%
DDC
220
DF Dent & Co
Maryland
$381K 5,779 +21 +0.4%
CCM
221
Covington Capital Management
California
$380K 5,750 – –
NERM
222
New England Research & Management
Illinois
$380K 5,759 – –
WPP
223
Whalerock Point Partners
Rhode Island
$367K 5,545 -825 -13%
HAIM
224
Hunter Associates Investment Management
Pennsylvania
$360K 5,450 -100 -2%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$360K 5,450 +5,150 +1,717%
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