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W.P. Carey
WPC

Overview Fund Activity

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M

Top Buyers

1
BlackRock
1
BlackRock
New York
$406M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1B
3
American Century Companies
3
American Century Companies
Missouri
$74.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$64.1M
5
State Street
5
State Street
Massachusetts
$121M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$197M
2
Prudential Financial
2
Prudential Financial
New Jersey
$6.86M
3
Millennium Management
3
Millennium Management
New York
$4.06M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1B 16,099,968 +380,735 +2%
BlackRock
2
BlackRock
New York
$406M 6,517,625 +6,368,287 +4,264%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$197M 3,163,016 -452,887 -13%
State Street
4
State Street
Massachusetts
$121M 1,937,604 +91,493 +5%
UBS Group
5
UBS Group
Switzerland
$100M 1,606,441 +6,652 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.6M 1,343,732 +21,224 +2%
American Century Companies
7
American Century Companies
Missouri
$74.3M 1,193,729 +378,093 +46%
Brown Advisory
8
Brown Advisory
Maryland
$71.4M 1,147,772 -12,266 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$64.1M 1,030,497 +92,692 +10%
DC
10
Davenport & Co
Virginia
$63.2M 1,060,008 -3,770 -0.4%
MG
11
Markel Group
Virginia
$59.1M 950,200 – –
Northern Trust
12
Northern Trust
Illinois
$55.1M 885,477 +38,866 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$53M 851,858 +52,559 +7%
Norges Bank
14
Norges Bank
Norway
$51.2M 822,210 +43,673 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45.7M 733,767 +51,929 +8%
Morgan Stanley
16
Morgan Stanley
New York
$33.2M 533,563 -199,890 -27%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$27.4M 439,964 +15,279 +4%
Wells Fargo
18
Wells Fargo
California
$24.6M 395,031 +37,422 +10%
MAM
19
Martingale Asset Management
Massachusetts
$21.8M 349,973 -15,103 -4%
Charles Schwab
20
Charles Schwab
California
$21.8M 349,785 +50,736 +17%
Goldman Sachs
21
Goldman Sachs
New York
$21.4M 343,693 +62,510 +22%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$19M 305,597 +19,456 +7%
CS
23
Credit Suisse
Switzerland
$18.7M 300,727 +61,077 +25%
SOMRS
24
State of Michigan Retirement System
Michigan
$18.6M 299,202 – –
BAM
25
Berkshire Asset Management
Pennsylvania
$17.9M 287,354 -30,594 -10%
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