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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 %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$4.37M 64,291 +10,485 +19%
REMS
77
Real Estate Management Services
$4.35M 64,000 -10,000 -14%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$4.23M 62,184 -1,624 -3%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$3.89M 57,229 -7,009 -11%
JHIU
80
Janus Henderson Investors US
Colorado
$3.81M 56,000 +25,900 +86%
LP
81
LMR Partners
United Kingdom
$3.67M 54,002 +54,002 New
SLG
82
Stanley-Laman Group
Pennsylvania
$3.64M 53,555 +6,050 +13%
CCMH
83
Cornerstone Capital Management Holdings
New York
$3.61M 53,118 +198 +0.4%
FTIOP
84
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.49M 51,329 +3,145 +7%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$3.25M 47,851 +698 +1%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$3.22M 47,286 +47,286 New
Stifel Financial
87
Stifel Financial
Missouri
$3.04M 44,622 +973 +2%
WP
88
WealthPLAN Partners
Nebraska
$3.01M 44,274 +44,274 New
BT
89
Beacon Trust
New Jersey
$3.01M 44,194 +268 +0.6%
ACA
90
Anchor Capital Advisors
Massachusetts
$2.89M 42,525 -1,354 -3%
BIM
91
BlackRock Investment Management
Delaware
$2.89M 42,430 -3,025 -7%
Nomura Asset Management
92
Nomura Asset Management
Japan
$2.88M 42,318 +4,208 +11%
ZF
93
Zhang Financial
Michigan
$2.82M 41,509 +14 +0%
SSWM
94
Sheets Smith Wealth Management
North Carolina
$2.8M 41,169 -12,000 -23%
ProShare Advisors
95
ProShare Advisors
Maryland
$2.74M 40,259 -2,435 -6%
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$2.74M 40,222 +16,482 +69%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$2.64M 38,790 -1,380 -3%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$2.61M 38,430 +3,907 +11%
IWA
99
Inspirion Wealth Advisors
Illinois
$2.58M 37,879 -7,403 -16%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$2.55M 37,528 +3,915 +12%
2 3
4
5 6