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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 %
Alyeska Investment Group
326
Alyeska Investment Group
Illinois
– -$12.8M -204,200 Closed
HSS
327
Harrison Street Securities
Illinois
– -$10.1M -162,002 Closed
ESCM
328
Echo Street Capital Management
New York
– -$8.27M -132,335 Closed
Two Sigma Investments
329
Two Sigma Investments
New York
– -$7.6M -121,635 Closed
Prudential Financial
330
Prudential Financial
New Jersey
– -$5.25M -84,130 Closed
PRCM
331
Pine River Capital Management
Minnesota
– -$1.25M -20,000 Closed
PP
332
Paloma Partners
Connecticut
– -$1.18M -18,865 Closed
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
– -$826K -13,220 Closed
SCA
334
Strategic Capital Alternatives
United States
– -$742K -11,877 Closed
CG
335
Clinton Group
New York
– -$701K -11,223 Closed
AAM
336
Aston Asset Management
Illinois
– -$541K -8,662 Closed
AAM
337
Aberdeen Asset Management
United Kingdom
– -$307K -4,921 Closed
NG
338
NatWest Group
United Kingdom
– -$261 -4,183 Closed
SYBT
339
Stock Yards Bank & Trust
Kentucky
– -$260K -4,156 Closed
BOH
340
Bank of Hawaii
Hawaii
– -$255K -4,084 Closed
GCP
341
GSA Capital Partners
United Kingdom
– -$254K -4,070 Closed
BC
342
Burney Company
Virginia
– -$219K -3,512 Closed
BF
343
BOK Financial
Oklahoma
– -$206K -3,310 Closed
CIBC Asset Management
344
CIBC Asset Management
Ontario, Canada
– -$206K -3,292 Closed
DCM
345
Decade Capital Management
New York
– -$179K -2,867 Closed
EWM
346
Elite Wealth Management
Washington
– -$38K -613 Closed
WAS
347
Winch Advisory Services
Wisconsin
– -$37K -597 Closed
Envestnet Asset Management
348
Envestnet Asset Management
Illinois
– -$34K -547 Closed
M
349
MOTCO
Texas
– -$27K -427 Closed
DBT
350
Dubuque Bank & Trust
Iowa
– -$19K -311 Closed
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