WPC icon

W.P. Carey
WPC

Overview Fund Activity

308 hedge funds and large institutions have $2.93B invested in W.P. Carey in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+24
Holders Change %
+8.45%
% of All Funds
8.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
43
Increased
123
Reduced
70
Closed
18
Calls
$7.95M
Puts
$8.28M
Net Calls
-$331K
Net Calls Change
-$4.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
American Century Companies
2
American Century Companies
Missouri
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$44.1M
2
AAMU
2
APG Asset Management US
New York
$26.6M
3
CC
3
Cannell & Co
New York
$29.8M
4
KBC Group
4
KBC Group
Belgium
$1.57M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$18.7M 299,168 +23,951 +9%
Wells Fargo
27
Wells Fargo
California
$18.6M 298,519 +124,819 +72%
Asset Management One
28
Asset Management One
Japan
$17.7M 279,958 +90,869 +48%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$15.2M 244,223 +244,223 New
CS
30
Credit Suisse
Switzerland
$14.7M 235,039 -9,868 -4%
SOMRS
31
State of Michigan Retirement System
Michigan
$14.7M 234,830 -13,273 -5%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$12.8M 204,200 +204,200 New
Franklin Resources
33
Franklin Resources
California
$12.6M 201,628 +37,915 +23%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$12.6M 201,158 +81,326 +68%
GC
35
Guggenheim Capital
Illinois
$12.5M 200,314 +111,342 +125%
State of New Jersey Common Pension Fund D
36
State of New Jersey Common Pension Fund D
New Jersey
$12.2M 196,032 +15,315 +8%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$12.1M 193,152 +7,966 +4%
TIAAOA
38
Teachers Insurance & Annuity Association of America
New York
$11.9M 190,856 – –
Citadel Advisors
39
Citadel Advisors
Florida
$11.9M 190,419 +119,361 +168%
LTI
40
Laffer Tengler Investments
Tennessee
$11.6M 185,185 +21,323 +13%
Charles Schwab
41
Charles Schwab
California
$10.9M 173,746 +75,985 +78%
Bank of America
42
Bank of America
North Carolina
$10.8M 173,680 +61,147 +54%
RPA
43
Rock Point Advisors
Vermont
$10.2M 163,137 -4,523 -3%
HSS
44
Harrison Street Securities
Illinois
$10.1M 162,002 +74,893 +86%
Deutsche Bank
45
Deutsche Bank
Germany
$10.1M 161,078 +35,856 +29%
PP
46
PDT Partners
New York
$9.83M 157,362 +25,710 +20%
SO
47
STRS Ohio
Ohio
$9.41M 150,592 +4,311 +3%
Goldman Sachs
48
Goldman Sachs
New York
$8.9M 142,518 +72,500 +104%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$8.88M 142,123 -204 -0.1%
Legal & General Group
50
Legal & General Group
United Kingdom
$8.75M 140,154 +9,236 +7%
1
2
3 4 5