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W.P. Carey
WPC

Overview Fund Activity

267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
267
Holders Change
+24
Holders Change %
+9.88%
% of All Funds
7.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
52
Increased
132
Reduced
36
Closed
24
Calls
$12.5M
Puts
$8.45M
Net Calls
+$4.02M
Net Calls Change
-$6.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
3
Millennium Management
New York
$61.4M
4
AAMU
4
APG Asset Management US
New York
$30.9M
5
PSAMP
5
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
TCIM
2
TIAA CREF Investment Management
New York
$5.24M
3
REMS
3
Real Estate Management Services
$4.3M
4
PG
4
PEAK6 Group
Illinois
$0
5
IG
5
ING Group
Netherlands
$991K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
26
State of Michigan Retirement System
Michigan
$14.6M – – –
Bank of America
27
Bank of America
North Carolina
$14.5M +$4.14M +70,300 +40%
Barclays
28
Barclays
United Kingdom
$14.4M +$10.7M +182,178 +293%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$13.9M +$8.97M +152,487 +181%
UOC
30
UBS O'Connor
Illinois
$12.9M +$12.9M +219,799 New
TIAAOA
31
Teachers Insurance & Annuity Association of America
New York
$12.3M +$3.78M +64,211 +44%
Asset Management One
32
Asset Management One
Japan
$11.4M +$225K +3,855 +2%
CS
33
Credit Suisse
Switzerland
$10.7M +$3.95M +67,117 +58%
RPA
34
Rock Point Advisors
Vermont
$9.92M +$2.24M +37,996 +29%
Wells Fargo
35
Wells Fargo
California
$9.82M +$1.69M +28,732 +21%
WMSA
36
Weiss Multi-Strategy Advisers
New York
$9.01M +$9.01M +153,114 New
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$8.68M +$761K +12,967 +10%
LTI
38
Laffer Tengler Investments
Tennessee
$8.39M +$740K +12,581 +10%
WCP
39
Welch Capital Partners
New York
$8.27M +$8.27M +140,507 New
Deutsche Bank
40
Deutsche Bank
Germany
$8.23M +$3.64M +61,885 +79%
BFS
41
Bradley Foster & Sargent
Connecticut
$8.13M +$1.43M +24,270 +21%
Franklin Resources
42
Franklin Resources
California
$8.1M +$2.99M +50,846 +59%
Capital Fund Management (CFM)
43
Capital Fund Management (CFM)
France
$8.08M +$4.04M +68,604 +100%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.85M +$2.25M +38,318 +40%
SO
45
STRS Ohio
Ohio
$7.21M +$601K +10,210 +9%
UBS AM
46
UBS AM
Illinois
$6.92M +$2.61M +44,327 +60%
Citadel Advisors
47
Citadel Advisors
Florida
$6.66M +$6.66M +113,193 New
NC
48
Nicholas Company
Wisconsin
$6.43M +$5.12K +87 +0.1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$6.28M +$30K +510 +0.5%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$6.24M +$1.36M +23,150 +28%
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