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 %
BFO
351
Boston Family Office
Massachusetts
– – -3,150 Closed
HL
352
HeadInvest LLC
Maine
– – -3,109 Closed
PL
353
Perpetual Ltd
Australia
– – -3,021 Closed
CT
354
Cambridge Trust
Massachusetts
– – -3,020 Closed
KCM
355
Kempner Capital Management
Texas
– – -3,000 Closed
ACM
356
Adelante Capital Management
California
– – -1,815 Closed
TRCT
357
Tower Research Capital (TRC)
New York
– – -726 Closed
WAS
358
Winch Advisory Services
Wisconsin
– – -602 Closed
CYG
359
Clean Yield Group
Vermont
– – -72 Closed
CCA
360
Catalyst Capital Advisors
New York
– – -16 Closed
LA
361
LVW Advisors
New York
– – – –
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
– – – –
SSG
363
Summit Securities Group
New York
$0 1 +1 New
11 12 13 14
15