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W.P. Carey
WPC

Overview Fund Activity

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B
2
BlackRock
2
BlackRock
New York
$471M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27M
4
BIAS
4
Beacon Investment Advisory Services
New Jersey
$4.61M
5
MHI
5
Miller Howard Investments
New York
$4.24M

Top Sellers

1
SOMRS
1
State of Michigan Retirement System
Michigan
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$166M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$3.78M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$100K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B 16,817,985 +235,077 +1%
BlackRock
2
BlackRock
New York
$471M 6,992,974 +119,308 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$166M 2,464,633 -293,004 -11%
State Street
4
State Street
Massachusetts
$140M 2,082,515 +28,602 +1%
UBS Group
5
UBS Group
Switzerland
$103M 1,531,798 -45,527 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$96.9M 1,438,563 +43,259 +3%
Brown Advisory
7
Brown Advisory
Maryland
$77.5M 1,149,721 -647 -0.1%
American Century Companies
8
American Century Companies
Missouri
$74.2M 1,101,655 -20,341 -2%
DC
9
Davenport & Co
Virginia
$73.1M 1,085,203 -11,110 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$72.7M 1,079,051 +50,990 +5%
Northern Trust
11
Northern Trust
Illinois
$66.9M 992,168 -17,365 -2%
Norges Bank
12
Norges Bank
Norway
$64.8M 961,902 +13,842 +1%
MG
13
Markel Group
Virginia
$64M 950,200 – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$60.2M 892,929 +24,127 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$49.5M 733,970 -22,001 -3%
Morgan Stanley
16
Morgan Stanley
New York
$39M 578,832 +37,814 +7%
Wells Fargo
17
Wells Fargo
California
$31.9M 472,902 +26,389 +6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$29.4M 436,308 -88 -0%
Charles Schwab
19
Charles Schwab
California
$29M 430,984 +31,593 +8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$27M 394,251 +106,410 +37%
Legal & General Group
21
Legal & General Group
United Kingdom
$22.5M 333,804 +29,872 +10%
Goldman Sachs
22
Goldman Sachs
New York
$21.8M 323,098 +54,874 +20%
Bank of America
23
Bank of America
North Carolina
$19.5M 289,921 +15,662 +6%
MAM
24
Martingale Asset Management
Massachusetts
$19.3M 286,423 -4,200 -1%
BAM
25
Berkshire Asset Management
Pennsylvania
$18.1M 268,748 -20 -0%
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