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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 %
US Bancorp
101
US Bancorp
Minnesota
$1.2M 19,586 +9,622 +97%
GXMC
102
Global X Management Company
New York
$1.17M 19,114 +3,289 +21%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$1.17M 19,100 +4,200 +28%
FAAS
104
First Allied Advisory Services
California
$1.09M 17,748 +213 +1%
CCM
105
Covington Capital Management
California
$1.09M 17,750 +8,512 +92%
JIM
106
Jupiter Investment Management
United Kingdom
$1.06M 17,300 +17,300 New
Nomura Asset Management
107
Nomura Asset Management
Japan
$1.05M 17,140 -730 -4%
WSC
108
Wellington Shields & Co
New York
$1.05M 17,126 +811 +5%
MTB
109
Mizuho Trust & Banking
Japan
$1.03M 16,860 -14 -0.1%
Comerica Bank
110
Comerica Bank
Texas
$978K 15,938 -4,020 -20%
First Manhattan
111
First Manhattan
New York
$963K 15,700 -100 -0.6%
DD
112
Dominick & Dominick
New York
$945K 15,407 – –
CC
113
Cannell Capital
Wyoming
$939K 15,300 – –
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$896K 14,601 -1,745 -11%
CA
115
Cetera Advisors
Colorado
$889K 14,525 -338 -2%
Macquarie Group
116
Macquarie Group
Australia
$883K 14,400 – –
JWM
117
Jacobus Wealth Management
Wisconsin
$871K 14,190 – –
ASN
118
Advisory Services Network
Georgia
$835K 13,613 – –
CGT
119
Capital Guardian Trust
California
$791K 12,901 +12,901 New
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$790K 12,884 +4,704 +58%
SMDAM
121
Sumitomo Mitsui DS Asset Management
Japan
$776K 12,650 -2,550 -17%
TCM
122
Twin Capital Management
Pennsylvania
$743K 12,110 +12,110 New
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$742K 12,100 – –
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$736K 11,996 -80 -0.7%
Two Sigma Investments
125
Two Sigma Investments
New York
$735K 11,989 +11,989 New
3 4
5
6 7