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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 %
MFS
276
MSI Financial Services
Massachusetts
$133K 1,960 +269 +16%
MWAN
277
Mariner Wealth Advisors (NYC)
Kansas
$124K 1,830 +1,830 New
ACM
278
Adelante Capital Management
California
$123K 1,815 +1,014 +127%
AF
279
Allworth Financial
California
– – – –
BAM
280
Bruderman Asset Management
New York
$119K 1,744 +1,744 New
CPIG
281
Chicago Partners Investment Group
Illinois
$95K 1,355 -42 -3%
GWA
282
Genesis Wealth Advisors
Massachusetts
$93.7K 1,378 – –
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
$89K 1,310 +105 +9%
EWM
284
Evercore Wealth Management
New York
$88K 1,300 – –
ARMT
285
Amica Retiree Medical Trust
Rhode Island
$82K 1,202 – –
WA
286
WFG Advisors
Texas
$77K 1,136 -1,003 -47%
GXMC
287
Global X Management Company
New York
$73K 1,080 +1,080 New
HNB
288
Huntington National Bank
Ohio
$71K 1,051 – –
TWA
289
TCI Wealth Advisors
Arizona
$68K 1,000 – –
PSC
290
Prentiss Smith & Co
Vermont
$68K 1,000 – –
TSW
291
Thompson Siegel & Walmsley
Virginia
$68K 1,000 – –
CFA
292
Carroll Financial Associates
North Carolina
$62K 907 +476 +110%
JFGIW
293
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K 850 – –
SFWA
294
Summit Financial Wealth Advisors
Louisiana
$53K 839 – –
MCA
295
Mercer Capital Advisers
New Jersey
$53K 775 – –
TRCT
296
Tower Research Capital (TRC)
New York
$49K 726 -2,649 -78%
QAM
297
QCI Asset Management
New York
$49K 725 +515 +245%
SEI Investments
298
SEI Investments
Pennsylvania
$48K 688 -64 -9%
WA
299
WealthTrust-Arizona
Arizona
$46K 673 – –
CTC
300
Central Trust Company
Missouri
$45K 656 – –
10 11
12
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