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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 %
LPL Financial
76
LPL Financial
California
$4.58M +$618K +9,843 +16%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$4.48M -$25.9K -415 -0.6%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$4.41M +$1.82M +29,087 +70%
First Trust Advisors
79
First Trust Advisors
Illinois
$4.27M +$832K +13,316 +24%
CEP
80
Chicago Equity Partners
Illinois
$4.24M +$4.24M +67,840 New
DCM
81
Driehaus Capital Management
Illinois
$4.07M +$3.05M +48,804 +299%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$4.03M +$35.1K +562 +0.9%
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$3.69M -$2.87M -46,019 -44%
SSWM
84
Sheets Smith Wealth Management
North Carolina
$3.61M +$3.61M +57,859 New
CCMH
85
Cornerstone Capital Management Holdings
New York
$3.4M -$57.3K -918 -2%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$3.18M +$425K +6,804 +15%
BG
87
Bahl & Gaynor
Ohio
$3.09M +$461K +7,382 +18%
Stifel Financial
88
Stifel Financial
Missouri
$3.06M +$151K +2,412 +5%
SLG
89
Stanley-Laman Group
Pennsylvania
$3.01M +$268K +4,289 +10%
FTIOP
90
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.01M +$533K +8,525 +22%
ACA
91
Anchor Capital Advisors
Massachusetts
$2.95M -$874 -14 -0%
BIM
92
BlackRock Investment Management
Delaware
$2.92M -$15.3K -245 -0.5%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$2.86M -$81.4K -1,303 -3%
BT
94
Beacon Trust
New Jersey
$2.83M +$52K +832 +2%
Principal Financial Group
95
Principal Financial Group
Iowa
$2.63M +$337K +5,394 +15%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$2.62M -$390K -6,249 -13%
ZF
97
Zhang Financial
Michigan
$2.58M +$72K +1,153 +3%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$2.56M -$5.5K -88 -0.2%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.53M +$70.1K +1,123 +3%
ProShare Advisors
100
ProShare Advisors
Maryland
$2.47M +$557K +8,915 +29%
2 3
4
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