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W.P. Carey
WPC

Overview Fund Activity

267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+24
Holders Change %
+9.88%
% of All Funds
7.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
52
Increased
132
Reduced
36
Closed
24
Calls
$12.5M
Puts
$8.45M
Net Calls
+$4.02M
Net Calls Change
-$6.03M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
Millennium Management
New York
$61.4M
4
AAMU
APG Asset Management US
New York
$30.9M
5
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
TCIM
TIAA CREF Investment Management
New York
$5.24M
3
REMS
Real Estate Management Services
$4.3M
4
PG
PEAK6 Group
Illinois
$0
5
IG
ING Group
Netherlands
$991K
Name Holding Trade Value Shares
Change 		Shares
Change %
KT
226
Kanaly Trust
Texas
$118K – – –
Public Employees Retirement Association of Colorado
227
Public Employees Retirement Association of Colorado
Colorado
$115K -$413 -7 -0.4%
GGPS
228
Gary Goldberg Planning Services
New York
$105K – – –
BKBG
229
BHF Kleinwort Benson Group
Belgium
$102K – – –
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$100K – – –
EWM
231
Evercore Wealth Management
New York
$96K – – –
Daiwa Securities Group
232
Daiwa Securities Group
Japan
$90K +$6.05K +103 +7%
QT
233
Quantbot Technologies
New York
$84K +$66K +1,123 +367%
1IC
234
1919 Investment Counsel
Maryland
$76K – – –
SF
235
Synovus Financial
Georgia
$72K +$12K +204 +20%
Canada Pension Plan Investment Board
236
Canada Pension Plan Investment Board
Ontario, Canada
$66K +$12K +204 +22%
RIA
237
Regal Investment Advisors
Michigan
$63K +$31.2K +532 +98%
PSC
238
Prentiss Smith & Co
Vermont
$60K – – –
PAM
239
Panagora Asset Management
Massachusetts
$60K +$60K +1,021 New
HDIM
240
Hanson & Doremus Investment Management
Vermont
$45K – – –
CCS
241
Crosspoint Capital Strategies
California
$42K – – –
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$42K +$13.1K +220 +45%
WA
243
WealthTrust-Arizona
Arizona
$40K +$40K +687 New
CTC
244
Central Trust Company
Missouri
$39K +$39K +670 New
EWM
245
Elite Wealth Management
Washington
$36K – – –
PCM
246
Prelude Capital Management
New York
$36K +$36K +613 New
WAS
247
Winch Advisory Services
Wisconsin
$34K +$34K +581 New
KTC
248
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
SSB
249
Sandy Spring Bank
Maryland
$32K -$5.98K -102 -16%
SAM
250
Solaris Asset Management
New York
$30K – – –
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10
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