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W.P. Carey
WPC

Overview Fund Activity

284 hedge funds and large institutions have $2.63B invested in W.P. Carey in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
284
Holders Change
+17
Holders Change %
+6.37%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
40
Increased
109
Reduced
66
Closed
21
Calls
$8.82M
Puts
$4.87M
Net Calls
+$3.96M
Net Calls Change
-$62K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$264M
2
Norges Bank
2
Norges Bank
Norway
$89.1M
3
State Street
3
State Street
Massachusetts
$80.1M
4
BFA
4
BlackRock Fund Advisors
California
$75.1M
5
U
5
UBS
Switzerland
$112M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$574K
2
CCM
2
Clovis Capital Management
New York
$0
3
UOC
3
UBS O'Connor
Illinois
$0
4
PP
4
PDT Partners
New York
$8.3M
5
CC
5
Cannell & Co
New York
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
101
Managed Account Advisors
New Jersey
$1.59M 25,157 -408 -2%
GC
102
Globeflex Capital
California
$1.51M 23,962 +23,962 New
ST
103
Semper Trust
Pennsylvania
$1.51M 23,891 -511 -2%
BP
104
Banyan Partners
Florida
$1.47M 23,356 +23,356 New
US Bancorp
105
US Bancorp
Minnesota
$1.46M 23,095 +3,245 +16%
DA
106
Denali Advisors
California
$1.45M 22,973 +22,973 New
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$1.43M 22,666 – –
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$1.39M 22,113 +14,401 +187%
T
109
Thomaspartners
Massachusetts
$1.34M 21,182 -473 -2%
WSC
110
Wellington Shields & Co
New York
$1.33M 21,119 +3,238 +18%
IRF
111
IBM Retirement Fund
New York
$1.33M 20,887 +6,455 +45%
PAM
112
Panagora Asset Management
Massachusetts
$1.3M 20,575 +19,554 +1,915%
VKH
113
Virtu KCG Holdings
New York
$1.29M 20,417 +5,148 +34%
PAM
114
Princeton Alpha Management
New Jersey
$1.28M 20,248 +4,545 +29%
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$1.24M 19,635 -5,078 -21%
CAM
116
CG Asset Management
New York
$1.2M 19,042 +409 +2%
Invesco
117
Invesco
Georgia
$1.2M 19,033 +972 +5%
Nomura Asset Management
118
Nomura Asset Management
Japan
$1.2M 18,950 +899 +5%
GCP
119
GSA Capital Partners
United Kingdom
$1.19M 18,874 +18,874 New
Macquarie Group
120
Macquarie Group
Australia
$1.19M 18,786 -4,595 -20%
FAAS
121
First Allied Advisory Services
California
$1.15M 18,320 +123 +0.7%
UCFA
122
United Capital Financial Advisors
Texas
$1.15M 18,172 +2,990 +20%
PO
123
Private Ocean
California
$1.14M 18,038 -28,015 -61%
ZIM
124
Zacks Investment Management
Illinois
$1.12M 17,748 +10,949 +161%
URS
125
Utah Retirement Systems
Utah
$1.11M 17,561 +7,045 +67%
3 4
5
6 7