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W.P. Carey
WPC

Overview Fund Activity

267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
267
Holders Change
+24
Holders Change %
+9.88%
% of All Funds
7.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
52
Increased
132
Reduced
36
Closed
24
Calls
$12.5M
Puts
$8.45M
Net Calls
+$4.02M
Net Calls Change
-$6.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
3
Millennium Management
New York
$61.4M
4
AAMU
4
APG Asset Management US
New York
$30.9M
5
PSAMP
5
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
TCIM
2
TIAA CREF Investment Management
New York
$5.24M
3
REMS
3
Real Estate Management Services
$4.3M
4
PG
4
PEAK6 Group
Illinois
$0
5
IG
5
ING Group
Netherlands
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
101
BlackRock Investment Management
Delaware
$1.66M 28,155 +1,634 +6%
NPC
102
National Planning Corporation
California
$1.6M 26,882 +5,978 +29%
ERSOT
103
Employees Retirement System of Texas
Texas
$1.56M 26,546 – –
PHIMC
104
Private Harbour Investment Management & Counsel
Ohio
$1.56M 26,477 -1,378 -5%
MAA
105
Managed Account Advisors
New Jersey
$1.5M 25,565 -36,675 -59%
JIM
106
Jupiter Investment Management
United Kingdom
$1.47M 24,912 +7,249 +41%
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$1.45M 24,713 +17,214 +230%
WSCM
108
Wellington Shields Capital Management
New York
$1.45M 24,672 +2 +0%
ST
109
Semper Trust
Pennsylvania
$1.44M 24,402 +4,288 +21%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.42M 24,093 -2,094 -8%
Macquarie Group
111
Macquarie Group
Australia
$1.38M 23,381 +8,679 +59%
SCM
112
Stellar Capital Management
Arizona
$1.36M 23,192 +1,424 +7%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$1.33M 22,666 +3,165 +16%
T
114
Thomaspartners
Massachusetts
$1.27M 21,655 -78 -0.4%
US Bancorp
115
US Bancorp
Minnesota
$1.17M 19,850 -147 -0.7%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.17M 19,794 -3,085 -13%
CAM
117
CG Asset Management
New York
$1.1M 18,633 +10,516 +130%
FAAS
118
First Allied Advisory Services
California
$1.07M 18,197 +76 +0.4%
Invesco
119
Invesco
Georgia
$1.06M 18,061 -7,316 -29%
Nomura Asset Management
120
Nomura Asset Management
Japan
$1.06M 18,051 +551 +3%
CA
121
Cetera Advisors
Colorado
$1.06M 17,962 +3,132 +21%
WSC
122
Wellington Shields & Co
New York
$1.05M 17,881 +395 +2%
Comerica Bank
123
Comerica Bank
Texas
$1.03M 17,525 +1,252 +8%
IG
124
ING Group
Netherlands
$991K 16,847 -40,840 -71%
HighTower Advisors
125
HighTower Advisors
Illinois
$959K 16,293 -7,744 -32%
3 4
5
6 7