WPC icon

W.P. Carey
WPC

Overview Fund Activity

243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
77
Reduced
74
Closed
17
Calls
$15.5M
Puts
$5.44M
Net Calls
+$10M
Net Calls Change
+$226K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$115M
2
Brown Advisory
2
Brown Advisory
Maryland
$17.5M
3
MWNA
3
Marshall Wace North America
New York
$9.58M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
PC
1
Paulson & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
CC
3
Cannell & Co
New York
$46.2M
4
U
4
UBS
Switzerland
$80.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$83.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MWNA
26
Marshall Wace North America
New York
$9.58M 156,116 +156,116 New
TIAAOA
27
Teachers Insurance & Annuity Association of America
New York
$8.68M 141,520 -3,770 -3%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$8.34M 132,100 +2,300 +2%
Wells Fargo
29
Wells Fargo
California
$8.31M 135,383 +16,994 +14%
RPA
30
Rock Point Advisors
Vermont
$7.85M 127,995 +25,730 +25%
Millennium Management
31
Millennium Management
New York
$7.83M 127,665 +60,739 +91%
LTI
32
Laffer Tengler Investments
Tennessee
$7.82M 127,411 +127,411 New
CS
33
Credit Suisse
Switzerland
$6.9M 112,391 -7,323 -6%
BFS
34
Bradley Foster & Sargent
Connecticut
$6.84M 111,530 +8,641 +8%
SO
35
STRS Ohio
Ohio
$6.75M 110,000 +819 +0.8%
NC
36
Nicholas Company
Wisconsin
$6.56M 106,925 -5,000 -4%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$6.38M 103,977 +700 +0.7%
Goldman Sachs
38
Goldman Sachs
New York
$5.99M 97,614 -334 -0.3%
GC
39
Gruss & Co
Florida
$5.97M 97,377 – –
Legal & General Group
40
Legal & General Group
United Kingdom
$5.72M 93,224 +3,780 +4%
NIA
41
Northstar Investment Advisors
Colorado
$5.64M 91,896 +907 +1%
Franklin Resources
42
Franklin Resources
California
$5.21M 84,966 -2,961 -3%
Principal Financial Group
43
Principal Financial Group
Iowa
$5.17M 84,262 +16,406 +24%
KS
44
Karpas Strategies
Connecticut
$5.06M 82,400 – –
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$5.06M 82,386 +39,226 +91%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$4.99M 81,249 -44,002 -35%
PG
47
PEAK6 Group
Illinois
$4.85M 79,021 +24,905 +46%
Deutsche Bank
48
Deutsche Bank
Germany
$4.68M 76,327 +17,458 +30%
Charles Schwab
49
Charles Schwab
California
$4.62M 75,284 +8,612 +13%
SM
50
Stratton Management
Pennsylvania
$4.61M 75,070 -125 -0.2%
1
2
3 4 5