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W.P. Carey
WPC

Overview Fund Activity

328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
328
Holders Change
+11
Holders Change %
+3.47%
% of All Funds
8.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
121
Reduced
83
Closed
29
Calls
$21.2M
Puts
$9.3M
Net Calls
+$11.9M
Net Calls Change
+$15.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M
2
CGI
2
CI Global Investments
California
$41.7M
3
CC
3
Cannell & Co
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$21.7M
5
BIT
5
BlackRock Institutional Trust
California
$205M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$29.1M
2
CC
2
Carlson Capital
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Norges Bank
4
Norges Bank
Norway
$31.4M
5
AAMU
5
APG Asset Management US
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$8.49M 124,092 +3,268 +3%
BFS
52
Bradley Foster & Sargent
Connecticut
$8.05M 118,326 -2,425 -2%
TCIM
53
TIAA CREF Investment Management
New York
$7.95M 116,923 -12,954 -10%
Citadel Advisors
54
Citadel Advisors
Florida
$7.62M 112,075 +72,108 +180%
NC
55
Nicholas Company
Wisconsin
$7.24M 106,510 – –
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.16M 105,300 +4,500 +4%
VRS
57
Virginia Retirement Systems
Virginia
$6.7M 98,500 +11,300 +13%
GC
58
Gruss & Co
Florida
$6.62M 97,377 – –
NIA
59
Northstar Investment Advisors
Colorado
$6.61M 97,156 +980 +1%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$6.39M 93,998 -1,756 -2%
SM
61
Stratton Management
Pennsylvania
$6.3M 92,678 +165 +0.2%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$6.23M 91,657 -2,253 -2%
RJA
63
Raymond James & Associates
Florida
$6.12M 89,950 +4,347 +5%
Prudential Financial
64
Prudential Financial
New Jersey
$5.81M 85,500 +85,500 New
KS
65
Karpas Strategies
Connecticut
$5.6M 82,400 – –
TA
66
Teachers Advisors
New York
$5.25M 77,234 – –
BlackRock
67
BlackRock
New York
$5.25M 77,182 +5,444 +8%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.2M 75,337 +37,822 +101%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$5.13M 75,440 -2,060 -3%
Lazard Asset Management
70
Lazard Asset Management
New York
$4.94M 72,606 -15,940 -18%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$4.76M 70,054 +59,198 +545%
LPL Financial
72
LPL Financial
California
$4.73M 69,485 -1,811 -3%
BG
73
Bahl & Gaynor
Ohio
$4.65M 68,397 +9,389 +16%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.61M 67,818 +1,825 +3%
Barclays
75
Barclays
United Kingdom
$4.49M 66,032 +1,077 +2%
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3
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