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W.P. Carey
WPC

Overview Fund Activity

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$331M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$884M
3
Norges Bank
3
Norges Bank
Norway
$46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$16.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$85.6M

Top Sellers

1
CC
1
Cannell & Co
New York
$3.64M
2
Brown Advisory
2
Brown Advisory
Maryland
$90.9M
3
FM
3
Forward Management
California
$0
4
UBS Group
4
UBS Group
Switzerland
$106M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$884M 14,202,423 +380,020 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$331M 5,321,194 +442,397 +9%
BIT
3
BlackRock Institutional Trust
California
$201M 3,223,332 +4,049 +0.1%
UBS Group
4
UBS Group
Switzerland
$106M 1,705,392 -92,720 -5%
State Street
5
State Street
Massachusetts
$100M 1,611,987 +41,380 +3%
Brown Advisory
6
Brown Advisory
Maryland
$90.9M 1,459,763 -111,216 -7%
BFA
7
BlackRock Fund Advisors
California
$90.8M 1,458,778 -42,252 -3%
Goldman Sachs
8
Goldman Sachs
New York
$85.6M 1,375,700 +177,833 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$78.5M 1,261,104 +32,531 +3%
DC
10
Davenport & Co
Virginia
$77M 1,237,246 +24,018 +2%
MG
11
Markel Group
Virginia
$59.1M 950,200 – –
Norges Bank
12
Norges Bank
Norway
$46M 738,845 +346,676 +88%
Northern Trust
13
Northern Trust
Illinois
$45.7M 738,364 +24,040 +3%
BG
14
BlackRock Group
United Kingdom
$37.6M 604,266 +5,335 +0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$35.9M 577,132 +141,952 +33%
Morgan Stanley
16
Morgan Stanley
New York
$34.8M 559,357 +33,239 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.6M 539,061 +13,117 +2%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$24.3M 391,028 -40,480 -9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$24.3M 390,740 -9,059 -2%
BAM
20
Berkshire Asset Management
Pennsylvania
$20.8M 333,582 +36,183 +12%
Deutsche Bank
21
Deutsche Bank
Germany
$18.8M 301,522 -2,032 -0.7%
SOMRS
22
State of Michigan Retirement System
Michigan
$18.6M 299,202 +13,202 +5%
Wells Fargo
23
Wells Fargo
California
$18M 289,082 +19,475 +7%
Renaissance Technologies
24
Renaissance Technologies
New York
$16.2M 259,500 +259,500 New
MAM
25
Martingale Asset Management
Massachusetts
$15.9M 254,976 +37,100 +17%
1
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