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W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
1
Forward Management
California
$19.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$57.6M
3
CNB
3
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
1
Cannell & Co
New York
$21.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOMRS
26
State of Michigan Retirement System
Michigan
$16.1M 284,859 +20,420 +8%
Ameriprise
27
Ameriprise
Minnesota
$14.7M 259,911 -2,594 -1%
Bank of America
28
Bank of America
North Carolina
$14.5M 256,239 +20,670 +9%
NC
29
Nicholas Company
Wisconsin
$14.3M 252,264 -5,196 -2%
CNB
30
City National Bank
California
$14.1M 249,610 +249,610 New
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$13.8M 244,325 +191,706 +364%
Asset Management One
32
Asset Management One
Japan
$13.7M 244,522 -8,653 -3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$13.6M 240,977 -14,907 -6%
Deutsche Bank
34
Deutsche Bank
Germany
$12.8M 226,311 -269,256 -54%
Franklin Resources
35
Franklin Resources
California
$12.7M 223,947 -9,511 -4%
Charles Schwab
36
Charles Schwab
California
$12.6M 222,704 +10,890 +5%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$11.4M 200,464 +5,902 +3%
TIAAOA
38
Teachers Insurance & Annuity Association of America
New York
$11.2M 197,010 – –
WCP
39
Welch Capital Partners
New York
$9.95M 175,646 +5 +0%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$9.94M 175,612 – –
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$9.68M 170,908 +80,253 +89%
MAM
42
Martingale Asset Management
Massachusetts
$9.29M 164,046 -16,086 -9%
Legal & General Group
43
Legal & General Group
United Kingdom
$9.01M 159,137 +5,722 +4%
RPA
44
Rock Point Advisors
Vermont
$8.9M 157,226 +939 +0.6%
GHF
45
Good Harbor Financial
Illinois
$8.26M 145,888 -64,176 -31%
SO
46
STRS Ohio
Ohio
$7.99M 141,197 -1,110 -0.8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$7.98M 140,885 -4,508 -3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.75M 136,814 -5,820 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$7.62M 134,518 +20,166 +18%
GC
50
Guggenheim Capital
Illinois
$7.49M 132,336 +9,537 +8%
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