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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$114M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$900M
3
CC
3
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.5M
5
BFA
5
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
1
Teachers Advisors
New York
$5.41M
2
PSAMP
2
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$0
4
FM
4
Forward Management
California
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$7.07M +$161K +2,348 +2%
GC
52
Gruss & Co
Florida
$6.83M – – –
NIA
53
Northstar Investment Advisors
Colorado
$6.74M +$112K +1,634 +2%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$6.71M +$58.4K +850 +0.9%
RFC
55
Russell Frank Company
Washington
$6.63M +$4.25M +60,553 +179%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$6.58M +$4.27M +62,264 +185%
SM
57
Stratton Management
Pennsylvania
$6.49M +$1.32M +19,180 +25%
Lazard Asset Management
58
Lazard Asset Management
New York
$6.21M +$802K +11,682 +15%
VRS
59
Virginia Retirement Systems
Virginia
$6.11M +$210K +3,063 +4%
First Trust Advisors
60
First Trust Advisors
Illinois
$6.1M +$1.41M +20,598 +30%
RJA
61
Raymond James & Associates
Florida
$6M +$178K +2,589 +3%
KS
62
Karpas Strategies
Connecticut
$5.78M – – –
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$5.43M +$310K +4,513 +6%
TA
64
Teachers Advisors
New York
$5.41M -$43.5M -633,593 -89%
REMS
65
Real Estate Management Services
$5.19M -$371K -5,411 -7%
BlackRock
66
BlackRock
New York
$5.03M -$249K -3,631 -5%
LPL Financial
67
LPL Financial
California
$5M -$9.06K -132 -0.2%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.63M +$195K +2,833 +4%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$4.57M -$377K -5,372 -8%
Barclays
70
Barclays
United Kingdom
$4.55M -$945K -13,780 -17%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$4.5M -$1.47M -21,387 -25%
BG
72
Bahl & Gaynor
Ohio
$4.14M +$743K +10,825 +22%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$3.77M -$280K -4,075 -7%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$3.73M -$245K -3,573 -6%
CCMH
75
Cornerstone Capital Management Holdings
New York
$3.71M -$24.6K -358 -0.7%
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