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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$114M
2
Vanguard Group
Vanguard Group
Pennsylvania
$900M
3
CC
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.5M
5
BFA
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
Teachers Advisors
New York
$5.41M
2
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
American Century Companies
Missouri
$0
4
FM
Forward Management
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
301
B. Riley Wealth Management
Tennessee
$26K +$266 +4 +1%
LNB
302
Ledyard National Bank
$25K -$10.8K -154 -30%
FMP
303
Financial Management Professionals
Texas
$21K – – –
SGC
304
South Georgia Capital
Illinois
$18K +$272 +4 +2%
Simplex Trading
305
Simplex Trading
Illinois
$18K +$18K +257 New
CBT
306
Central Bank & Trust
Kentucky
$18K +$18K +261 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$17.5K +255 New
QAM
308
QCI Asset Management
New York
$15K -$12.5K -179 -46%
BCI
309
Brinker Capital Investments
Pennsylvania
$13K -$181K -2,666 -93%
HR
310
Howe & Rusling
New York
$13K – – –
GI
311
Gradient Investments
Minnesota
$13K – – –
JFA
312
JNBA Financial Advisors
Minnesota
$13K – – –
WF
313
WealthTrust Fairport
Ohio
$9K +$9K +133 New
FCCM
314
First City Capital Management
Georgia
$8.76K +$8.76K +128 New
SSG
315
Summit Securities Group
New York
$7K +$7K +102 New
SAM
316
Shamrock Asset Management
Texas
$6K +$6K +82 New
AIM
317
Advantage Investment Management
Iowa
$6K +$6K +94 New
BRWA
318
B. Riley Wealth Advisors
Florida
$2.65K +$1.15K +3,193 +77%
CCA
319
Catalyst Capital Advisors
New York
$1K – – –
Manulife (Manufacturers Life Insurance)
320
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330 +$2 +26 +0.5%
PSAMP
321
P. Schoenfeld Asset Management (PSAM)
New York
– -$40.7M -651,954 Closed
American Century Companies
322
American Century Companies
Missouri
– -$35.5M -567,958 Closed
FM
323
Forward Management
California
– -$31M -496,874 Closed
Marshall Wace
324
Marshall Wace
United Kingdom
– -$24.3M -389,426 Closed
Janus Henderson Group
325
Janus Henderson Group
United Kingdom
– -$15.2M -244,223 Closed
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