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W.P. Carey

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B 16,582,908 +482,940 +3%
BlackRock
2
BlackRock
New York
$454M 6,873,666 +356,041 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$182M 2,757,637 -405,379 -13%
State Street
4
State Street
Massachusetts
$136M 2,053,913 +116,309 +6%
UBS Group
5
UBS Group
Switzerland
$104M 1,577,325 -29,116 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$92.1M 1,395,304 +51,572 +4%
Brown Advisory
7
Brown Advisory
Maryland
$75.9M 1,150,368 +2,596 +0.2%
American Century Companies
8
American Century Companies
Missouri
$74.1M 1,121,996 -71,733 -6%
DC
9
Davenport & Co
Virginia
$72.4M 1,096,313 +36,305 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$67.9M 1,028,061 -2,436 -0.2%
Northern Trust
11
Northern Trust
Illinois
$66.6M 1,009,533 +124,056 +14%
MG
12
Markel Group
Virginia
$62.7M 950,200
Norges Bank
13
Norges Bank
Norway
$62.6M 948,060 +125,850 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$57.3M 868,802 +16,944 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$49.9M 755,971 +22,204 +3%
Morgan Stanley
16
Morgan Stanley
New York
$35.7M 541,018 +7,455 +1%
Wells Fargo
17
Wells Fargo
California
$29.5M 446,513 +51,482 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$28.8M 436,396 -3,568 -0.8%
Charles Schwab
19
Charles Schwab
California
$26.4M 399,391 +49,606 +14%
Legal & General Group
20
Legal & General Group
United Kingdom
$20.1M 303,932 +48,076 +19%
SOMRS
21
State of Michigan Retirement System
Michigan
$19.8M 299,202
MAM
22
Martingale Asset Management
Massachusetts
$19.2M 290,623 -59,350 -17%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$19M 287,841 -17,756 -6%
Bank of America
24
Bank of America
North Carolina
$18.1M 274,259 +4,982 +2%
BAM
25
Berkshire Asset Management
Pennsylvania
$17.7M 268,768 -18,586 -6%