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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 %
RPG
326
Risk Paradigm Group
Texas
$5.44K 80 +80 New
SAM
327
Shamrock Asset Management
Texas
$5K 80 – –
CYG
328
Clean Yield Group
Vermont
$5K 72 +72 New
AIM
329
Advantage Investment Management
Iowa
$3K 47 -45 -49%
CCA
330
Catalyst Capital Advisors
New York
$1K 16 – –
EWM
331
Edge Wealth Management
New York
$1K 10 +10 New
Manulife (Manufacturers Life Insurance)
332
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320 4,706 – –
CC
333
Carlson Capital
Texas
– – -563,800 Closed
AAMU
334
APG Asset Management US
New York
– – -193,200 Closed
PI
335
Putnam Investments
Massachusetts
– – -34,472 Closed
Schroder Investment Management Group
336
Schroder Investment Management Group
United Kingdom
– – -27,111 Closed
HI
337
Honeywell International
North Carolina
– – -20,150 Closed
DCM
338
Driehaus Capital Management
Illinois
– – -17,000 Closed
ARC
339
Absolute Return Capital
Massachusetts
– – -13,580 Closed
RA
340
RMR Advisors
Massachusetts
– – -11,000 Closed
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
– – -10,500 Closed
HW
342
Hancock Whitney
Mississippi
– – -7,635 Closed
VAM
343
Visium Asset Management
New York
– – -6,774 Closed
FC
344
Forte Capital
New York
– – -5,904 Closed
CEP
345
Chicago Equity Partners
Illinois
– – -4,725 Closed
PHK
346
Point72 Hong Kong
Hong Kong
– – -3,737 Closed
JIM
347
Jupiter Investment Management
United Kingdom
– – -3,500 Closed
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
– – -3,000 Closed
SPC
349
Sigma Planning Corp
Michigan
– – -2,984 Closed
WAM
350
World Asset Management
Michigan
– – -2,933 Closed
11 12 13
14
15