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W.P. Carey
WPC

Overview Fund Activity

243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
77
Reduced
74
Closed
17
Calls
$15.5M
Puts
$5.44M
Net Calls
+$10M
Net Calls Change
+$226K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$115M
2
Brown Advisory
2
Brown Advisory
Maryland
$17.5M
3
MWNA
3
Marshall Wace North America
New York
$9.58M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
PC
1
Paulson & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
CC
3
Cannell & Co
New York
$46.2M
4
U
4
UBS
Switzerland
$80.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$83.3M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$4.41M 71,821 +3,100 +5%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$4.4M 71,742 -550 -0.8%
ACA
53
Anchor Capital Advisors
Massachusetts
$4.26M 69,350 +7,683 +12%
RJA
54
Raymond James & Associates
Florida
$4.22M 68,710 -6,152 -8%
Capital Fund Management (CFM)
55
Capital Fund Management (CFM)
France
$4.13M 67,340 +33,759 +101%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$3.82M 62,304 -77 -0.1%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.77M 61,423 -1,600 -3%
MAA
58
Managed Account Advisors
New Jersey
$3.74M 60,960 +6,470 +12%
Barclays
59
Barclays
United Kingdom
$3.71M 60,830 +44,099 +264%
AAMU
60
APG Asset Management US
New York
$3.68M 60,000 +60,000 New
NTCOC
61
Northern Trust Company of Connecticut
Connecticut
$3.6M 58,738 +14,750 +34%
SSWM
62
Sheets Smith Wealth Management
North Carolina
$3.52M 57,426 +800 +1%
IG
63
ING Group
Netherlands
$3.47M 56,500 +16,500 +41%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$3.32M 54,150 +9,542 +21%
LPL Financial
65
LPL Financial
California
$3.22M 52,522 +556 +1%
BlackRock
66
BlackRock
New York
$2.87M 46,833 +12,110 +35%
SONJCPFA
67
State of New Jersey Common Pension Fund A
New Jersey
$2.7M 44,000 – –
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$2.51M 40,970 -1,250 -3%
SONJCPFE
69
State of New Jersey Common Pension Fund E
New Jersey
$2.45M 40,000 – –
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$2.42M 39,440 -2,550 -6%
BT
71
Beacon Trust
New Jersey
$2.41M 39,322 +7,931 +25%
JHIU
72
Janus Henderson Investors US
Colorado
$2.31M 37,700 +1,000 +3%
GC
73
Guggenheim Capital
Illinois
$2.22M 36,128 +3,982 +12%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$2.2M 35,638 -1,308 -4%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$2.1M 34,160 -590 -2%
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3
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