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W.P. Carey
WPC

Overview Fund Activity

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M
2
TA
2
Teachers Advisors
New York
$34.9M
3
BG
3
BlackRock Group
United Kingdom
$20.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$19.3M
5
CC
5
Cannell & Co
New York
$61.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$97.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$884K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.1M
4
BC
4
BHR Capital
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
REMS
26
Real Estate Management Services
$11.8M 182,900 -21,600 -11%
TIAAOA
27
Teachers Insurance & Annuity Association of America
New York
$9.4M 145,290 -3,590 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$8.4M 129,800 -7,063 -5%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$8.1M 125,251 -191,333 -60%
CS
30
Credit Suisse
Switzerland
$7.75M 119,714 -4,147 -3%
Wells Fargo
31
Wells Fargo
California
$7.66M 118,389 -17,029 -13%
NC
32
Nicholas Company
Wisconsin
$7.24M 111,925 -5,375 -5%
SO
33
STRS Ohio
Ohio
$7.06M 109,181 +3,000 +3%
Brown Advisory
34
Brown Advisory
Maryland
$6.87M 106,224 +12,139 +13%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$6.68M 103,277 +3,222 +3%
BFS
36
Bradley Foster & Sargent
Connecticut
$6.66M 102,889 +3,534 +4%
RPA
37
Rock Point Advisors
Vermont
$6.62M 102,265 +790 +0.8%
Goldman Sachs
38
Goldman Sachs
New York
$6.34M 97,948 +50,338 +106%
GC
39
Gruss & Co
Florida
$6.3M 97,377 +10,000 +11%
NIA
40
Northstar Investment Advisors
Colorado
$5.89M 90,989 +1,936 +2%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.79M 89,444 +2,500 +3%
Franklin Resources
42
Franklin Resources
California
$5.69M 87,927 +65,517 +292%
KS
43
Karpas Strategies
Connecticut
$5.33M 82,400 -100 -0.1%
SM
44
Stratton Management
Pennsylvania
$4.87M 75,195 +4,895 +7%
RJA
45
Raymond James & Associates
Florida
$4.84M 74,862 +3,302 +5%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$4.68M 72,292 +12,292 +20%
UBS AM
47
UBS AM
Illinois
$4.45M 68,721 -3,600 -5%
Principal Financial Group
48
Principal Financial Group
Iowa
$4.39M 67,856 +51,724 +321%
Charles Schwab
49
Charles Schwab
California
$4.37M 66,672 +7,729 +13%
Millennium Management
50
Millennium Management
New York
$4.33M 66,926 +66,926 New
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