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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$114M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$900M
3
CC
3
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$21.5M
5
BFA
5
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
1
Teachers Advisors
New York
$5.41M
2
PSAMP
2
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$0
4
FM
4
Forward Management
California
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$2.2M +$2.2M +32,059 New
SW
102
SVB Wealth
Massachusetts
$2.13M +$2.13M +31,034 New
US Bancorp
103
US Bancorp
Minnesota
$2.12M +$526K +7,653 +33%
JHIU
104
Janus Henderson Investors US
Colorado
$2.11M +$2.11M +30,732 New
SOAMC
105
Spirit of America Management Corp
New York
$2.1M – – –
Credit Agricole
106
Credit Agricole
France
$2.09M +$1.48M +21,032 +240%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$2.09M +$536K +7,811 +35%
PHIMC
108
Private Harbour Investment Management & Counsel
Ohio
$2.08M +$205K +2,982 +11%
NPC
109
National Planning Corporation
California
$2.07M -$14.5K -206 -0.7%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$1.9M -$21.4K -312 -1%
ERSOT
111
Employees Retirement System of Texas
Texas
$1.82M – – –
SCM
112
Stellar Capital Management
Arizona
$1.78M +$55K +801 +3%
MAA
113
Managed Account Advisors
New Jersey
$1.75M -$29.9K -436 -2%
ST
114
Semper Trust
Pennsylvania
$1.74M +$413K +6,024 +31%
CAM
115
CG Asset Management
New York
$1.69M +$252K +3,676 +18%
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$1.66M +$294K +4,283 +21%
ACI
117
AMP Capital Investors
Australia
$1.57M -$673K -9,597 -30%
IG
118
ING Group
Netherlands
$1.55M – – –
MTB
119
Mizuho Trust & Banking
Japan
$1.47M -$194K -2,832 -12%
GIA
120
Granite Investment Advisors
New Hampshire
$1.46M +$29.1K +424 +2%
WSC
121
Wellington Shields & Co
New York
$1.44M -$7.21K -105 -0.5%
CAN
122
Cetera Advisor Networks
California
$1.44M +$51.6K +753 +4%
PAM
123
Panagora Asset Management
Massachusetts
$1.41M – – –
HI
124
Honeywell International
North Carolina
$1.41M +$748K +10,894 +113%
IRF
125
IBM Retirement Fund
New York
$1.39M +$153K +2,229 +12%
3 4
5
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