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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$571M
2
FM
2
Forward Management
California
$5.9M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
Franklin Resources
4
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
76
Nomura Asset Management
Japan
$3.31M 57,317 +3,676 +7%
BIM
77
BlackRock Investment Management
Delaware
$3.27M 56,606 +265 +0.5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.1M 53,590 +2,132 +4%
BA
79
BlackRock Advisors
Delaware
$2.95M 51,120 +27,635 +118%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.95M 51,050 -124,562 -71%
FRAF
81
Första AP-fonden
Sweden
$2.93M 49,008 +49,008 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$2.9M 50,220 -9,778 -16%
RWM
83
Rench Wealth Management
Texas
$2.85M 49,337 +6,279 +15%
CC
84
Cedar Capital
Illinois
$2.71M 46,900 +46,900 New
SSWM
85
Sheets Smith Wealth Management
North Carolina
$2.5M 43,206 +245 +0.6%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$2.49M 43,134 -7,715 -15%
ZF
87
Zhang Financial
Michigan
$2.38M 41,149 -889 -2%
Stifel Financial
88
Stifel Financial
Missouri
$2.35M 40,632 -1,159 -3%
SOAMC
89
Spirit of America Management Corp
New York
$2.33M 40,381 – –
SOADOR
90
State of Alaska Department of Revenue
Alaska
$2.31M 39,972 +367 +0.9%
BT
91
Beacon Trust
New Jersey
$2.2M 38,026 -5,167 -12%
Credit Agricole
92
Credit Agricole
France
$2.19M 37,966 +16,933 +81%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.13M 36,916 -969 -3%
IWA
94
Inspirion Wealth Advisors
Illinois
$2.12M 36,696 -622 -2%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$2.09M 36,186 +29 +0.1%
ProShare Advisors
96
ProShare Advisors
Maryland
$2.07M 35,821 +3,826 +12%
WP
97
WealthPLAN Partners
Nebraska
$2.06M 100,286 +100,286 New
ADBIC
98
A.D. Beadell Investment Counsel
Wisconsin
$2.03M 35,184 – –
HighTower Advisors
99
HighTower Advisors
Illinois
$1.98M 34,063 +3,580 +12%
PTCG
100
Pring Turner Capital Group
California
$1.97M 34,117 -1,428 -4%
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4
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