WPC icon

W.P. Carey
WPC

Overview Fund Activity

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M
2
TA
2
Teachers Advisors
New York
$34.9M
3
BG
3
BlackRock Group
United Kingdom
$20.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$19.3M
5
CC
5
Cannell & Co
New York
$61.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$97.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$884K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.1M
4
BC
4
BHR Capital
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PRCM
51
Pine River Capital Management
Minnesota
$4.31M 66,594 +66,594 New
AllianceBernstein
52
AllianceBernstein
Tennessee
$4.08M 63,023 +12,884 +26%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$4.04M 62,381 +30,959 +99%
ACA
54
Anchor Capital Advisors
Massachusetts
$3.99M 61,667 -2,308 -4%
Deutsche Bank
55
Deutsche Bank
Germany
$3.81M 58,869 -66,086 -53%
SSWM
56
Sheets Smith Wealth Management
North Carolina
$3.66M 56,626 +879 +2%
MAA
57
Managed Account Advisors
New Jersey
$3.53M 54,490 -11,584 -18%
LPL Financial
58
LPL Financial
California
$3.39M 51,966 +3,630 +8%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$2.89M 44,608 +9,920 +29%
SONJCPFA
60
State of New Jersey Common Pension Fund A
New Jersey
$2.85M 44,000 – –
NTCOC
61
Northern Trust Company of Connecticut
Connecticut
$2.85M 43,988 – –
Dimensional Fund Advisors
62
Dimensional Fund Advisors
Texas
$2.79M 43,160 +43,160 New
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$2.73M 42,220 -3,270 -7%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.72M 41,990 -190 -0.5%
IG
65
ING Group
Netherlands
$2.59M 40,000 – –
SONJCPFE
66
State of New Jersey Common Pension Fund E
New Jersey
$2.59M 40,000 – –
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$2.39M 36,946 -833 -2%
JHIU
68
Janus Henderson Investors US
Colorado
$2.37M 36,700 +36,700 New
ProShare Advisors
69
ProShare Advisors
Maryland
$2.32M 35,831 -2,058 -5%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$2.25M 34,750 +5,460 +19%
BlackRock
71
BlackRock
New York
$2.25M 34,723 +1,111 +3%
Capital Fund Management (CFM)
72
Capital Fund Management (CFM)
France
$2.17M 33,581 +33,581 New
Credit Agricole
73
Credit Agricole
France
$2.14M 33,074 +33,074 New
GC
74
Guggenheim Capital
Illinois
$2.08M 32,146 -16,653 -34%
BT
75
Beacon Trust
New Jersey
$2.03M 31,391 +31,391 New
1 2
3
4 5