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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$114M
2
Vanguard Group
Vanguard Group
Pennsylvania
$900M
3
CC
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.5M
5
BFA
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
Teachers Advisors
New York
$5.41M
2
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
American Century Companies
Missouri
$0
4
FM
Forward Management
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
226
Joel Isaacson & Co
New York
$263K – – –
GIA
227
Guyasuta Investment Advisors
Pennsylvania
$262K – – –
PHK
228
Point72 Hong Kong
Hong Kong
$262K +$262K +3,815 New
PFP
229
Pinnacle Financial Partners
Tennessee
$255K – – –
DADC
230
D.A. Davidson & Co
Montana
$250K +$57.1K +834 +30%
JIM
231
Jupiter Investment Management
United Kingdom
$245K -$952K -13,885 -80%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$240K -$63.1K -919 -21%
VFS
233
VSR Financial Services
Kansas
$238K -$69 -1 -0%
PL
234
Perpetual Ltd
Australia
$238K +$892 +13 +0.4%
TRCT
235
Tower Research Capital (TRC)
New York
$237K +$177K +2,579 +297%
PL
236
Plancorp LLC
Missouri
$233K -$55.2K -805 -19%
PSUF
237
People's United Financial
Connecticut
$230K – – –
SF
238
Synovus Financial
Georgia
$226K +$31K +449 +16%
BFO
239
Boston Family Office
Massachusetts
$219K +$219K +3,191 New
HL
240
HeadInvest LLC
Maine
$218K – – –
PTC
241
Private Trust Company
Ohio
$216K +$10.3K +151 +5%
SWP
242
Stratos Wealth Partners
Ohio
$214K +$214K +3,113 New
LA
243
LVW Advisors
New York
$212K – – –
CT
244
Cambridge Trust
Massachusetts
$212K +$212K +3,083 New
Daiwa Securities Group
245
Daiwa Securities Group
Japan
$210K +$28K +408 +15%
PWLP
246
Prio Wealth Limited Partnership
Massachusetts
$210K +$210K +3,063 New
SPC
247
Sigma Planning Corp
Michigan
$209K +$209K +3,047 New
WAM
248
World Asset Management
Michigan
$206K -$74.8K -1,088 -27%
KCM
249
Kempner Capital Management
Texas
$203K +$203K +2,961 New
RIL
250
Rothschild Investment LLC
Illinois
$201K +$201K +2,926 New
8 9
10
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