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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 %
Credit Agricole
76
Credit Agricole
France
$2.02M 32,974 -100 -0.3%
ProShare Advisors
77
ProShare Advisors
Maryland
$2.02M 32,949 -2,882 -8%
GI
78
GLG Inc
New York
$1.83M 29,737 +29,737 New
Swiss National Bank
79
Swiss National Bank
Switzerland
$1.68M 27,300 – –
PHIMC
80
Private Harbour Investment Management & Counsel
Ohio
$1.67M 27,282 -725 -3%
Ameriprise
81
Ameriprise
Minnesota
$1.63M 26,553 +4,048 +18%
PI
82
Putnam Investments
Massachusetts
$1.61M 26,207 +26,207 New
ERSOT
83
Employees Retirement System of Texas
Texas
$1.6M 26,000 – –
BIM
84
BlackRock Investment Management
Delaware
$1.59M 25,976 +212 +0.8%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$1.57M 25,648 – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1.57M 25,518 +2,296 +10%
Invesco
87
Invesco
Georgia
$1.53M 24,855 -966 -4%
KBC Group
88
KBC Group
Belgium
$1.5M 24,512 +11,109 +83%
WSCM
89
Wellington Shields Capital Management
New York
$1.48M 24,163 -1,998 -8%
FTIOP
90
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.47M 23,952 +17,765 +287%
HighTower Advisors
91
HighTower Advisors
Illinois
$1.44M 23,543 +250 +1%
IRF
92
IBM Retirement Fund
New York
$1.39M 22,571 -582 -3%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.38M 22,408 +3,903 +21%
First Trust Advisors
94
First Trust Advisors
Illinois
$1.33M 21,640 -1,023 -5%
SCM
95
Stellar Capital Management
Arizona
$1.31M 21,320 +21,320 New
T
96
Thomaspartners
Massachusetts
$1.31M 21,286 -1,746 -8%
ACI
97
AMP Capital Investors
Australia
$1.25M 20,300 +2,000 +11%
NPC
98
National Planning Corporation
California
$1.25M 20,474 -3,444 -14%
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.23M 20,091 +13,391 +200%
ST
100
Semper Trust
Pennsylvania
$1.21M 19,700 +1,200 +6%
2 3
4
5 6