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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 Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
276
Victory Capital Management
Texas
$53K 931 -116 -11%
SFWA
277
Summit Financial Wealth Advisors
Louisiana
$48K 857 – –
ARC
278
Absolute Return Capital
Massachusetts
$45K 804 -3,154 -80%
MCA
279
Mercer Capital Advisers
New Jersey
$45K 791 – –
SEI Investments
280
SEI Investments
Pennsylvania
$45K 797 +60 +8%
BFEC
281
Benjamin F. Edwards & Company
Missouri
$44K 777 +777 New
QAM
282
QCI Asset Management
New York
$42K 740 – –
WA
283
WealthTrust-Arizona
Arizona
$39K 687 – –
FCM
284
Frontier Capital Management
Massachusetts
$38K 663 – –
WCM
285
Windsor Capital Management
Arizona
$37K 664 +664 New
SGC
286
South Georgia Capital
Illinois
$33K 583 +310 +114%
GWS
287
Glassman Wealth Services
Virginia
$32K 556 – –
KTC
288
Kistler-Tiffany Companies
Pennsylvania
$32K 563 – –
BCM
289
Brookstone Capital Management
Illinois
$32K 569 – –
NFG
290
Next Financial Group
Texas
$31K 562 – –
TWA
291
TCI Wealth Advisors
Arizona
$29K 511 -510 -50%
SAM
292
Solaris Asset Management
New York
$29K 511 -102 -17%
MA
293
MCF Advisors
Kentucky
$29K 516 – –
DSC
294
Duncker Streett & Co
Missouri
$29K 511 – –
MA
295
MUFG Americas
New York
$29K 511 – –
OC
296
Oakworth Capital
Alabama
$29K 512 – –
MAS
297
Madden Advisory Services
Florida
$26K 475 – –
TF
298
Tompkins Financial
New York
$23K 414 – –
HDIM
299
Hanson & Doremus Investment Management
Vermont
$22K 383 -179 -32%
WIC
300
Woodmont Investment Counsel
Tennessee
$19K 337 – –
10 11
12
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