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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 Holding Trade Value Shares
Change 		Shares
Change %
WCP
51
Welch Capital Partners
New York
$8.68M +$254K +4,063 +3%
TCIM
52
TIAA CREF Investment Management
New York
$8.64M -$256K -4,094 -3%
ESCM
53
Echo Street Capital Management
New York
$8.27M +$8.27M +132,335 New
BFS
54
Bradley Foster & Sargent
Connecticut
$8.24M -$128K -2,053 -2%
UBS AM
55
UBS AM
Illinois
$8.22M +$351K +5,616 +4%
Two Sigma Investments
56
Two Sigma Investments
New York
$7.6M +$2.4M +38,475 +46%
Ameriprise
57
Ameriprise
Minnesota
$6.93M +$849K +13,595 +14%
NC
58
Nicholas Company
Wisconsin
$6.79M – – –
AllianceBernstein
59
AllianceBernstein
Tennessee
$6.48M -$106K -1,695 -2%
Swiss National Bank
60
Swiss National Bank
Switzerland
$6.28M -$95.6K -1,531 -1%
GC
61
Gruss & Co
Florida
$6.21M – – –
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$6.05M +$477K +7,635 +9%
NIA
63
Northstar Investment Advisors
Colorado
$6.03M -$44.3K -710 -0.7%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$5.43M +$246K +3,938 +5%
MAM
65
Martingale Asset Management
Massachusetts
$5.4M +$5.4M +86,394 New
VRS
66
Virginia Retirement Systems
Virginia
$5.37M +$568K +9,087 +12%
RJA
67
Raymond James & Associates
Florida
$5.3M +$71.2K +1,140 +1%
KS
68
Karpas Strategies
Connecticut
$5.26M – – –
Prudential Financial
69
Prudential Financial
New Jersey
$5.25M +$4.74M +75,931 +926%
REMS
70
Real Estate Management Services
$5.06M – – –
Barclays
71
Barclays
United Kingdom
$4.94M -$2.7M -43,752 -35%
Lazard Asset Management
72
Lazard Asset Management
New York
$4.92M – – –
BlackRock
73
BlackRock
New York
$4.8M +$248K +3,966 +5%
SM
74
Stratton Management
Pennsylvania
$4.7M -$499K -7,992 -10%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$4.66M +$31.3K +501 +0.7%
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3
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