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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 %
VFS
251
VSR Financial Services
Kansas
$231K 3,391 – –
RFC
252
Russell Frank Company
Washington
$229K 3,375 -89,083 -96%
PL
253
Plancorp LLC
Missouri
$226K 3,330 – –
V
254
Veritable
Delaware
$224K 3,300 +3,300 New
SF
255
Synovus Financial
Georgia
$218K 3,209 – –
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$218K 3,208 +3,208 New
TC
257
Taylor Cottrill
New Hampshire
$216K 3,175 +3,175 New
BFO
258
Boston Family Office
Massachusetts
$214K 3,150 +25 +0.8%
HL
259
HeadInvest LLC
Maine
$211K 3,109 – –
LA
260
LVW Advisors
New York
– – – –
PL
261
Perpetual Ltd
Australia
$205K 3,021 -375 -11%
CT
262
Cambridge Trust
Massachusetts
$205K 3,020 – –
KCM
263
Kempner Capital Management
Texas
$204K 3,000 +100 +3%
WEC
264
Winslow Evans & Crocker
Massachusetts
$203K 2,980 -1,416 -32%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$202K 2,963 +1,424 +93%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$200K 2,938 +800 +37%
Simplex Trading
267
Simplex Trading
Illinois
$199K 2,929 +2,677 +1,062%
Teacher Retirement System of Texas
268
Teacher Retirement System of Texas
Texas
$193K 2,837 +115 +4%
SAMC
269
Shinko Asset Management Company
Japan
$190K 2,800 – –
BPBT
270
Boston Private Bank & Trust
Massachusetts
$170K 2,500 -250 -9%
WRM
271
Westport Resources Management
Connecticut
$160K 2,356 – –
RWA
272
Ropes Wealth Advisors
Massachusetts
$158K 2,326 +2,326 New
OIA
273
Optimum Investment Advisors
Illinois
$150K 2,200 +1,300 +144%
TFA
274
Transamerica Financial Advisors
Florida
$144K 2,105 +700 +50%
KT
275
Kanaly Trust
Texas
$134K 1,968 – –
9 10
11
12 13