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W.P. Carey

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B 15,057,575 +855,152 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$297M 4,281,316 -1,039,878 -20%
BIT
3
BlackRock Institutional Trust
California
$225M 3,238,646 +15,314 +0.5%
UBS Group
4
UBS Group
Switzerland
$119M 1,712,184 +6,792 +0.4%
State Street
5
State Street
Massachusetts
$116M 1,665,478 +53,491 +3%
Goldman Sachs
6
Goldman Sachs
New York
$105M 1,512,059 +136,359 +10%
BFA
7
BlackRock Fund Advisors
California
$104M 1,500,673 +41,895 +3%
Brown Advisory
8
Brown Advisory
Maryland
$96M 1,382,633 -77,130 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$88.7M 1,277,323 +16,219 +1%
DC
10
Davenport & Co
Virginia
$86.3M 1,243,453 +6,207 +0.5%
MG
11
Markel Group
Virginia
$66M 950,200
Northern Trust
12
Northern Trust
Illinois
$56.1M 807,685 +69,321 +9%
Norges Bank
13
Norges Bank
Norway
$51.3M 738,845
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$47.3M 681,804 +104,672 +18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.6M 642,305 +26,080 +4%
Morgan Stanley
16
Morgan Stanley
New York
$40.9M 589,657 +30,300 +5%
BG
17
BlackRock Group
United Kingdom
$40.6M 584,212 -20,054 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$39.4M 567,018 +27,957 +5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$30.9M 445,195 +54,167 +14%
American Century Companies
20
American Century Companies
Missouri
$29.5M 425,470 +345,189 +430%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$26.7M 385,291 -5,449 -1%
MAM
22
Martingale Asset Management
Massachusetts
$22.9M 330,197 +75,221 +30%
Wells Fargo
23
Wells Fargo
California
$22.1M 318,600 +29,518 +10%
SOMRS
24
State of Michigan Retirement System
Michigan
$20.8M 299,202
Charles Schwab
25
Charles Schwab
California
$19.1M 274,563 +29,470 +12%