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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$571M
2
FM
2
Forward Management
California
$5.9M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
Franklin Resources
4
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$17.3M 299,030 +7,814 +3%
SOMRS
27
State of Michigan Retirement System
Michigan
$16.9M 292,006 +7,147 +3%
Wells Fargo
28
Wells Fargo
California
$15.9M 275,269 -34,044 -11%
Ameriprise
29
Ameriprise
Minnesota
$15.2M 262,596 +2,685 +1%
NC
30
Nicholas Company
Wisconsin
$14.6M 252,264 – –
Asset Management One
31
Asset Management One
Japan
$14.3M 242,891 -1,631 -0.7%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$14.1M 244,325 – –
Charles Schwab
33
Charles Schwab
California
$14M 241,836 +19,132 +9%
Bank of America
34
Bank of America
North Carolina
$13.7M 237,273 -18,966 -7%
MAM
35
Martingale Asset Management
Massachusetts
$12.9M 222,451 +58,405 +36%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$12.3M 212,023 +41,115 +24%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$11.8M 203,685 +3,221 +2%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$11.4M 197,074 -43,903 -18%
LPL Financial
39
LPL Financial
California
$11.4M 193,584 +111,137 +135%
TCIM
40
TIAA CREF Investment Management
New York
$10.2M 177,358 +48,135 +37%
WCP
41
Welch Capital Partners
New York
$10M 173,185 -2,461 -1%
GC
42
Guggenheim Capital
Illinois
$9.53M 164,886 +32,550 +25%
Legal & General Group
43
Legal & General Group
United Kingdom
$9.36M 161,887 +2,750 +2%
Prudential Financial
44
Prudential Financial
New Jersey
$9.34M 161,624 +84,436 +109%
RPA
45
Rock Point Advisors
Vermont
$8.97M 155,260 -1,966 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.29M 143,451 +6,637 +5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$8.27M 143,091 +2,206 +2%
SO
48
STRS Ohio
Ohio
$8.18M 141,599 +402 +0.3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$7.79M 134,722 +204 +0.2%
Citigroup
50
Citigroup
New York
$6.62M 114,627 +36,419 +47%
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