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W.P. Carey
WPC

Overview Fund Activity

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M
2
TA
2
Teachers Advisors
New York
$34.9M
3
BG
3
BlackRock Group
United Kingdom
$20.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$19.3M
5
CC
5
Cannell & Co
New York
$61.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$97.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$884K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.1M
4
BC
4
BHR Capital
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
226
Jones Financial Companies
Missouri
$16K 244 – –
QAM
227
QCI Asset Management
New York
$14K 210 -190 -48%
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$6K 87 -9 -9%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272 4,208 +128 +3%
BC
230
BHR Capital
New York
– – -133,364 Closed
RJFSA
231
Raymond James Financial Services Advisors
Florida
– – -109,532 Closed
KeyBank National Association
232
KeyBank National Association
Ohio
– – -51,918 Closed
SWITC
233
Stewart West Indies Trading Company
Colorado
– – -34,600 Closed
Jane Street
234
Jane Street
New York
– – -16,451 Closed
TC
235
TradeLink Capital
Illinois
– – -16,000 Closed
CSC
236
Cove Street Capital
California
– – -6,315 Closed
SCA
237
SAC Capital Advisors
Connecticut
– – -5,953 Closed
DC
238
Deere & Company
Illinois
– – -3,755 Closed
PI
239
Placemark Investments
Illinois
– – -3,541 Closed
B
240
Baird
Wisconsin
– – -3,507 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
– – -3,449 Closed
OC
242
Oppenheimer & Co
New York
– – -3,149 Closed
HTC
243
Haverford Trust Company
Pennsylvania
– – -3,080 Closed
New York State Common Retirement Fund
244
New York State Common Retirement Fund
New York
– – -1,100 Closed
BWM
245
Baystate Wealth Management
Massachusetts
– – -768 Closed
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
– – -500 Closed
CAL
247
Capital Analysts LLC
Pennsylvania
– – -235 Closed
GI
248
Gradient Investments
Minnesota
– – -50 Closed
SAC
249
Smith Affiliated Capital
New York
– – – –
ST
250
Spot Trading
Illinois
– – – –
6 7 8 9
10