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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 %
DBT
301
Dubuque Bank & Trust
Iowa
$18K – – –
FMP
302
Financial Management Professionals
Texas
$17K – – –
LNB
303
Ledyard National Bank
$14K – – –
HCMT
304
Highland Capital Management (Tennessee)
Tennessee
$12K – – –
KCM
305
Karp Capital Management
California
$12K +$12K +204 New
GI
306
Gradient Investments
Minnesota
$11K – – –
Nuveen Asset Management
307
Nuveen Asset Management
Illinois
$10.6K -$4.15K -73,309 -28%
VNA
308
Valley National Advisers
Pennsylvania
$10K -$10K -179 Closed
JFA
309
JNBA Financial Advisors
Minnesota
$10K – – –
ED
310
Exane Derivatives
France
$7.57K -$5.54K -98 -42%
RFA
311
Reilly Financial Advisors
California
$6K – – –
RPG
312
Risk Paradigm Group
Texas
$4.63K – – –
AIM
313
Advantage Investment Management
Iowa
$3K – – –
TDC
314
Thompson Davis & Co
Virginia
$3K +$3K +57 New
QT
315
Quantbot Technologies
New York
$2K -$35.2K -686 -95%
TCM
316
Tradewinds Capital Management
Washington
$2K +$59 +1 +3%
EWM
317
Edge Wealth Management
New York
$1K – – –
HR
318
Howe & Rusling
New York
$1K -$11K – –
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284 -$2 -27 -0.5%
Two Sigma Investments
320
Two Sigma Investments
New York
– -$14M -242,510 Closed
Two Sigma Advisers
321
Two Sigma Advisers
New York
– -$6.91M -119,763 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
– -$5.04M -87,296 Closed
Capital Fund Management (CFM)
323
Capital Fund Management (CFM)
France
– -$2.93M -50,819 Closed
ACA
324
Anchor Capital Advisors
Massachusetts
– -$2.28M -39,457 Closed
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
– -$1.34M -23,279 Closed
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