WPC icon

W.P. Carey
WPC

Overview Fund Activity

327 hedge funds and large institutions have $2.79B invested in W.P. Carey in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 123 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
33
Increased
123
Reduced
100
Closed
31
Calls
$21.8M
Puts
$12.4M
Net Calls
+$9.46M
Net Calls Change
-$2.47M

Top Buyers

1
Brown Advisory
1
Brown Advisory
Maryland
$85.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$42M
3
State Street
3
State Street
Massachusetts
$95.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.9M
5
NC
5
Nicholas Company
Wisconsin
$14.9M

Top Sellers

1
CGI
1
CI Global Investments
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$261M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$5.23M
4
Millennium Management
4
Millennium Management
New York
$6.12M
5
LTI
5
Laffer Tengler Investments
Tennessee
$1.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Parallax Volatility Advisers
326
Parallax Volatility Advisers
California
$3K 44 +44 New
TCM
327
Tradewinds Capital Management
Washington
$2K 32 +32 New
EWM
328
Edge Wealth Management
New York
$1K 10 – –
Manulife (Manufacturers Life Insurance)
329
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$292 4,946 +240 +5%
CGI
330
CI Global Investments
California
– – -613,000 Closed
LP
331
LMR Partners
United Kingdom
– – -54,002 Closed
PP
332
PDT Partners
New York
– – -33,232 Closed
SCM
333
Stevens Capital Management
Pennsylvania
– – -21,236 Closed
T
334
Thomaspartners
Massachusetts
– – -19,448 Closed
DCM
335
Decade Capital Management
New York
– – -14,751 Closed
American Century Companies
336
American Century Companies
Missouri
– – -13,638 Closed
GCA
337
Gideon Capital Advisors
New York
– – -9,557 Closed
SCM
338
Sterling Capital Management
North Carolina
– – -5,000 Closed
PAM
339
Princeton Alpha Management
New Jersey
– – -4,760 Closed
PSUF
340
People's United Financial
Connecticut
– – -4,746 Closed
B
341
Barings
North Carolina
– – -3,900 Closed
SWA
342
SFMG Wealth Advisors
Texas
– – -3,855 Closed
BF
343
BOK Financial
Oklahoma
– – -3,818 Closed
BRWA
344
B. Riley Wealth Advisors
Florida
– – -3,808 Closed
EFS
345
Essex Financial Services
Connecticut
– – -3,768 Closed
Truist Financial
346
Truist Financial
North Carolina
– – -3,418 Closed
VFS
347
VSR Financial Services
Kansas
– – -3,391 Closed
PL
348
Plancorp LLC
Missouri
– – -3,330 Closed
V
349
Veritable
Delaware
– – -3,300 Closed
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
– – -3,208 Closed
11 12 13
14
15