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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 %
FCM
301
Frontier Capital Management
Massachusetts
$43K 626 +136 +28%
SAM
302
Solaris Asset Management
New York
$41K 600 – –
WAS
303
Winch Advisory Services
Wisconsin
$41K 602 +602 New
NFG
304
Next Financial Group
Texas
$37K 550 -450 -45%
FMB
305
Field & Main Bank
Kentucky
$37K 550 – –
KTC
306
Kistler-Tiffany Companies
Pennsylvania
$37K 551 – –
GWS
307
Glassman Wealth Services
Virginia
$37K 545 – –
HDIM
308
Hanson & Doremus Investment Management
Vermont
$37K 550 – –
UFA
309
US Financial Advisors
Massachusetts
$37K 545 +545 New
MA
310
MUFG Americas
New York
$36K 529 – –
MA
311
MCF Advisors
Kentucky
$34K 505 – –
DSC
312
Duncker Streett & Co
Missouri
$34K 500 +500 New
TF
313
Tompkins Financial
New York
$28K 405 – –
BRWM
314
B. Riley Wealth Management
Tennessee
$26K 387 +4 +1%
LNB
315
Ledyard National Bank
$24K 350 – –
DBT
316
Dubuque Bank & Trust
Iowa
$21K 305 +305 New
FMP
317
Financial Management Professionals
Texas
$20K 294 – –
SGC
318
South Georgia Capital
Illinois
$18K 263 +3 +1%
QT
319
Quantbot Technologies
New York
$16K 246 -550 -69%
ED
320
Exane Derivatives
France
$15.4K 227 -165 -42%
HR
321
Howe & Rusling
New York
– – – –
GI
322
Gradient Investments
Minnesota
$13K 190 – –
VNA
323
Valley National Advisers
Pennsylvania
– – – –
JFA
324
JNBA Financial Advisors
Minnesota
$12K 181 – –
FCCM
325
First City Capital Management
Georgia
$8.5K 125 – –
11 12
13
14 15