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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
201
Investment Centers of America
North Dakota
$515K -$48.2K -728 -9%
VFA
202
Voya Financial Advisors
Connecticut
$507K -$405K -6,021 -44%
KI
203
Koch Industries
Kansas
$502K -$183K -2,774 -27%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$487K +$2.77K +42 +0.6%
RFC
205
Regions Financial Corp
Alabama
$485K -$792 -12 -0.2%
MA
206
Marshwinds Advisory
Georgia
$485K – – –
RA
207
RMR Advisors
Massachusetts
$485K +$485K +7,351 New
RJT
208
Raymond James Trust
Florida
$476K – – –
MC
209
Middleton & Co
Massachusetts
$472K – – –
CMANY
210
Capital Management Associates (New York)
New York
$472K – – –
CB
211
Commerce Bank
Missouri
$460K +$20.6K +312 +5%
FAAS
212
First Allied Advisory Services
California
$440K -$88.6K -1,349 -17%
HW
213
Hancock Whitney
Mississippi
$440K +$1.98K +30 +0.5%
SB
214
Suntrust Banks
Georgia
$438K +$105K +1,591 +31%
M&T Bank
215
M&T Bank
New York
$419K -$61.2K -931 -13%
LMAM
216
Legg Mason Asset Management
Japan
$418K +$243K +3,675 +138%
Los Angeles Capital Management
217
Los Angeles Capital Management
California
$414K -$438K -6,631 -51%
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$412K +$5.42K +82 +1%
RB
219
Rodgers Brothers
Pennsylvania
$408K +$528 +8 +0.1%
MAM
220
Morse Asset Management
Connecticut
$404K -$33.7K -511 -8%
DMK
221
David M. Knott
$404K +$404K +6,126 New
Fisher Asset Management
222
Fisher Asset Management
Washington
$403K -$60.5K -916 -13%
Manulife (Manufacturers Life Insurance)
223
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$402K +$61.7K +935 +18%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$391K +$23.6K +358 +6%
SCCM
225
Schafer Cullen Capital Management
New York
$388K -$20.2K -306 -5%
7 8
9
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