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W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
1
Forward Management
California
$19.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$57.6M
3
CNB
3
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
1
Cannell & Co
New York
$21.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
251
Ropes Wealth Advisors
Massachusetts
$134K – – –
Zurich Cantonal Bank
252
Zurich Cantonal Bank
Switzerland
$131K +$58.3K +1,027 +80%
TFA
253
Transamerica Financial Advisors
Florida
$125K – – –
PO
254
Private Ocean
California
$121K – – –
ACM
255
Adelante Capital Management
California
$116K +$116K +2,040 New
KT
256
Kanaly Trust
Texas
$114K – – –
MFS
257
MSI Financial Services
Massachusetts
$105K +$3.39K +60 +3%
AF
258
Allworth Financial
California
$103K -$105K – –
GXMC
259
Global X Management Company
New York
$103K +$40.3K +708 +64%
BAM
260
Bruderman Asset Management
New York
$101K – – –
SIM
261
Sonora Investment Management
Arizona
$88K +$88K +1,593 New
SF
262
Synovus Financial
Georgia
$84K -$101K -1,786 -55%
FCCM
263
First City Capital Management
Georgia
$82.4K +$75.1K +1,327 +1,037%
CPIG
264
Chicago Partners Investment Group
Illinois
$81K -$78.6K -1,384 -49%
KF
265
Krilogy Financial
Missouri
$78K +$78K +1,380 New
EWM
266
Evercore Wealth Management
New York
$75K – – –
ARMT
267
Amica Retiree Medical Trust
Rhode Island
$69K – – –
CFA
268
Carroll Financial Associates
North Carolina
$65K +$6.24K +101 +11%
HNB
269
Huntington National Bank
Ohio
$61K – – –
JFGIW
270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$10.7K +188 +22%
PAM
271
Panagora Asset Management
Massachusetts
$58K -$147K -2,596 -72%
PSC
272
Prentiss Smith & Co
Vermont
$58K – – –
TSW
273
Thompson Siegel & Walmsley
Virginia
$58K – – –
AWM
274
AllSquare Wealth Management
New York
$58K +$58K +1,021 New
WA
275
WFG Advisors
Texas
$57K -$9.49K -167 -14%
9 10
11
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