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W.P. Carey
WPC

Overview Fund Activity

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$46.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.17B
3
BlackRock
3
BlackRock
New York
$493M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$5.63M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.83M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$138M
2
American Century Companies
2
American Century Companies
Missouri
$49.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$21.7M
4
Credit Agricole
4
Credit Agricole
France
$0
5
UBS Group
5
UBS Group
Switzerland
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B 16,999,285 +181,300 +1%
BlackRock
2
BlackRock
New York
$493M 7,157,804 +164,830 +2%
State Street
3
State Street
Massachusetts
$146M 2,118,219 +35,704 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$138M 1,998,273 -466,360 -19%
UBS Group
5
UBS Group
Switzerland
$102M 1,483,719 -48,079 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$102M 1,482,143 +43,580 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$78.4M 1,137,318 +58,267 +5%
Brown Advisory
8
Brown Advisory
Maryland
$76.1M 1,104,573 -45,148 -4%
DC
9
Davenport & Co
Virginia
$74.1M 1,075,423 -9,780 -0.9%
Northern Trust
10
Northern Trust
Illinois
$72.7M 1,055,019 +62,851 +6%
MG
11
Markel Group
Virginia
$65.5M 950,200 – –
Norges Bank
12
Norges Bank
Norway
$64.6M 937,011 -24,891 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$63.6M 922,356 +29,427 +3%
American Century Companies
14
American Century Companies
Missouri
$49.4M 716,292 -385,363 -35%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$48.1M 697,993 -35,977 -5%
Goldman Sachs
16
Goldman Sachs
New York
$46.4M 673,341 +350,243 +108%
Morgan Stanley
17
Morgan Stanley
New York
$40.7M 590,515 +11,683 +2%
Wells Fargo
18
Wells Fargo
California
$34.1M 495,065 +22,163 +5%
Charles Schwab
19
Charles Schwab
California
$31.9M 463,589 +32,605 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$31M 450,203 +13,895 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$23.9M 346,649 +12,845 +4%
MAM
22
Martingale Asset Management
Massachusetts
$23.3M 337,844 +51,421 +18%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$21.7M 314,875 -79,376 -20%
BAM
24
Berkshire Asset Management
Pennsylvania
$20.2M 293,092 +24,344 +9%
Bank of America
25
Bank of America
North Carolina
$19.9M 288,536 -1,385 -0.5%
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