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W.P. Carey
WPC

Overview Fund Activity

328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
328
Holders Change
+11
Holders Change %
+3.47%
% of All Funds
8.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
121
Reduced
83
Closed
29
Calls
$21.2M
Puts
$9.3M
Net Calls
+$11.9M
Net Calls Change
+$15.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M
2
CGI
2
CI Global Investments
California
$41.7M
3
CC
3
Cannell & Co
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$21.7M
5
BIT
5
BlackRock Institutional Trust
California
$205M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$29.1M
2
CC
2
Carlson Capital
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Norges Bank
4
Norges Bank
Norway
$31.4M
5
AAMU
5
APG Asset Management US
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JG
226
Jefferies Group
New York
$295K 4,342 -3,988 -48%
BJ
227
BlackRock Japan
Japan
$292K 4,287 -747 -15%
IWM
228
Integrated Wealth Management
California
$292K 4,300 +4,300 New
UR
229
USCA RIA
Texas
$285K 4,188 +312 +8%
GAM
230
Garrison Asset Management
Arkansas
$283K 4,155 – –
CCM
231
Cadence Capital Management
Massachusetts
$277K 4,068 -1,805 -31%
RB
232
Rodgers Brothers
Pennsylvania
$277K 4,080 +56 +1%
SWP
233
Stratos Wealth Partners
Ohio
$268K 3,927 +878 +29%
B
234
Barings
North Carolina
$265K 3,900 – –
TFF
235
Timothy F. Fidgeon
$265K 3,900 – –
SWA
236
SFMG Wealth Advisors
Texas
$262K 3,855 +3,855 New
BF
237
BOK Financial
Oklahoma
$260K 3,818 +3,818 New
GCP
238
GSA Capital Partners
United Kingdom
$260K 3,821 +3,821 New
BRWA
239
B. Riley Wealth Advisors
Florida
$259K 3,808 -3,403 -47%
DADC
240
D.A. Davidson & Co
Montana
$259K 3,814 +235 +7%
PO
241
Private Ocean
California
$258K 3,795 +22 +0.6%
EFS
242
Essex Financial Services
Connecticut
$256K 3,768 – –
JIC
243
Joel Isaacson & Co
New York
$256K 3,758 – –
GIA
244
Guyasuta Investment Advisors
Pennsylvania
$255K 3,750 – –
PFP
245
Pinnacle Financial Partners
Tennessee
$247K 3,631 – –
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$245K 3,600 +600 +20%
PTC
247
Private Trust Company
Ohio
$242K 3,560 +466 +15%
WP
248
WMS Partners
Maryland
$239K 3,513 +3,513 New
SMDAM
249
Sumitomo Mitsui DS Asset Management
Japan
$232K 3,425 – –
Truist Financial
250
Truist Financial
North Carolina
$232K 3,418 +545 +19%
8 9
10
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