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W.P. Carey
WPC

Overview Fund Activity

308 hedge funds and large institutions have $2.93B invested in W.P. Carey in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+24
Holders Change %
+8.45%
% of All Funds
8.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
43
Increased
123
Reduced
70
Closed
18
Calls
$7.95M
Puts
$8.28M
Net Calls
-$331K
Net Calls Change
-$4.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
American Century Companies
2
American Century Companies
Missouri
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$44.1M
2
AAMU
2
APG Asset Management US
New York
$26.6M
3
CC
3
Cannell & Co
New York
$29.8M
4
KBC Group
4
KBC Group
Belgium
$1.57M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$2.27M 36,246 +21,896 +153%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$2.25M 36,061 -1,385 -4%
PI
103
Putnam Investments
Massachusetts
$2.2M 35,162 +35,162 New
RFC
104
Russell Frank Company
Washington
$2.11M 33,847 +29,483 +676%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$2.1M 33,618 +20,173 +150%
Nomura Asset Management
106
Nomura Asset Management
Japan
$2.07M 33,193 +14,243 +75%
ACI
107
AMP Capital Investors
Australia
$2.02M 31,957 -3,370 -10%
STC
108
SEI Trust Company
Pennsylvania
$1.98M 31,618 +31,618 New
WSCM
109
Wellington Shields Capital Management
New York
$1.97M 31,585 -1,754 -5%
SOAMC
110
Spirit of America Management Corp
New York
$1.91M 30,630 +30,630 New
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.9M 30,477 -2,721 -8%
NPC
112
National Planning Corporation
California
$1.87M 29,766 +2,005 +7%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$1.75M 27,992 +5,879 +27%
PHIMC
114
Private Harbour Investment Management & Counsel
Ohio
$1.71M 27,342 +370 +1%
ERSOT
115
Employees Retirement System of Texas
Texas
$1.66M 26,546 – –
MAA
116
Managed Account Advisors
New Jersey
$1.62M 25,948 +791 +3%
KBC Group
117
KBC Group
Belgium
$1.57M 25,184 -60,440 -71%
SCM
118
Stellar Capital Management
Arizona
$1.57M 25,183 -398 -2%
ARC
119
Absolute Return Capital
Massachusetts
$1.54M 24,635 +24,635 New
MTB
120
Mizuho Trust & Banking
Japan
$1.53M 24,248 +11,100 +84%
BP
121
Banyan Partners
Florida
$1.49M 23,771 +415 +2%
US Bancorp
122
US Bancorp
Minnesota
$1.45M 23,212 +117 +0.5%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.41M 22,564 -102 -0.5%
IG
124
ING Group
Netherlands
$1.41M 22,564 +5,717 +34%
WSC
125
Wellington Shields & Co
New York
$1.32M 21,141 +22 +0.1%
3 4
5
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