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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$46.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
BlackRock
New York
$493M
4
AAMU
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
Credit Agricole
France
$0
5
UBS Group
UBS Group
Switzerland
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Noven Financial Group
Colorado
$607K -$40.5K -601 -6%
IWA
202
Independence Wealth Advisors
Virginia
$606K +$606K +8,975 New
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$604K +$106K +1,578 +21%
SWP
204
Stratos Wealth Partners
Ohio
$601K +$13.9K +206 +2%
PTC
205
Private Trust Company
Ohio
$598K +$8.56K +127 +1%
SLG
206
Stanley-Laman Group
Pennsylvania
$593K -$55.1K -816 -9%
VIA
207
Vident Investment Advisory
Georgia
$581K +$272K +4,026 +88%
ACG
208
Allen Capital Group
Nebraska
$566K +$566K +8,392 New
LWAC
209
Laurel Wealth Advisors (California)
California
$564K – – –
CAM
210
Columbia Asset Management
Michigan
$547K – – –
DCM
211
Dynamic Capital Management
Jersey
$528K +$528K +7,829 New
FMBTD
212
First Midwest Bank Trust Division
Illinois
$525K -$3.58K -53 -0.7%
M&T Bank
213
M&T Bank
New York
$520K +$90.2K +1,339 +21%
VFA
214
Voya Financial Advisors
Connecticut
$513K +$1.63K +24 +0.3%
MA
215
Marshwinds Advisory
Georgia
$496K – – –
WEC
216
Winslow Evans & Crocker
Massachusetts
$493K -$294K -4,356 -37%
RJT
217
Raymond James Trust
Florida
$487K – – –
CCM
218
Cadence Capital Management
Massachusetts
$482K -$46.8K -693 -9%
CMANY
219
Capital Management Associates (New York)
New York
$482K – – –
MC
220
Middleton & Co
Massachusetts
$482K – – –
FAAS
221
First Allied Advisory Services
California
$474K +$22.6K +335 +5%
CIC
222
Carnegie Investment Counsel
Ohio
$470K -$31.4K -526 -6%
CB
223
Commerce Bank
Missouri
$470K – – –
RFC
224
Regions Financial Corp
Alabama
$461K -$35.4K -524 -7%
IAA
225
Independent Advisor Alliance
North Carolina
$452K +$174K +2,623 +63%
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9
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