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W.P. Carey
WPC

Overview Fund Activity

328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
328
Holders Change
+11
Holders Change %
+3.47%
% of All Funds
8.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
121
Reduced
83
Closed
29
Calls
$21.2M
Puts
$9.3M
Net Calls
+$11.9M
Net Calls Change
+$15.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M
2
CGI
2
CI Global Investments
California
$41.7M
3
CC
3
Cannell & Co
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$21.7M
5
BIT
5
BlackRock Institutional Trust
California
$205M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$29.1M
2
CC
2
Carlson Capital
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Norges Bank
4
Norges Bank
Norway
$31.4M
5
AAMU
5
APG Asset Management US
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$2.49M 36,636 -93 -0.3%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$2.4M 35,345 +80 +0.2%
SOAMC
103
Spirit of America Management Corp
New York
$2.38M 34,940 +4,940 +16%
PTCG
104
Pring Turner Capital Group
California
$2.32M 34,130 -2,974 -8%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$2.29M 33,650 +3,900 +13%
PP
106
PDT Partners
New York
$2.26M 33,232 +20,283 +157%
Principal Financial Group
107
Principal Financial Group
Iowa
$2.21M 32,477 -9,327 -22%
WSCM
108
Wellington Shields Capital Management
New York
$2.17M 31,978 +100 +0.3%
Credit Agricole
109
Credit Agricole
France
$2.11M 31,000 +1,800 +6%
US Bancorp
110
US Bancorp
Minnesota
$2.05M 30,216 -14 -0%
PHIMC
111
Private Harbour Investment Management & Counsel
Ohio
$1.97M 28,900 -800 -3%
TNAM
112
Terra Nova Asset Management
New York
$1.96M 28,755 +28,755 New
SCM
113
Stellar Capital Management
Arizona
$1.88M 27,600 +2,150 +8%
NPC
114
National Planning Corporation
California
$1.85M 29,335 +383 +1%
ERSOT
115
Employees Retirement System of Texas
Texas
$1.77M 26,000 – –
MAA
116
Managed Account Advisors
New Jersey
$1.76M 25,805 +818 +3%
ST
117
Semper Trust
Pennsylvania
$1.69M 24,800 – –
SW
118
SVB Wealth
Massachusetts
$1.65M 24,231 -6,165 -20%
SG Americas Securities
119
SG Americas Securities
New York
$1.59M 23,363 +12,330 +112%
MTB
120
Mizuho Trust & Banking
Japan
$1.57M 23,143 +2,167 +10%
CAM
121
CG Asset Management
New York
$1.56M 23,000 -1,050 -4%
IG
122
ING Group
Netherlands
$1.5M 22,100 – –
SCM
123
Stevens Capital Management
Pennsylvania
$1.44M 21,236 +21,236 New
WSC
124
Wellington Shields & Co
New York
$1.41M 20,723 +120 +0.6%
KBC Group
125
KBC Group
Belgium
$1.4M 20,595 -23,127 -53%
3 4
5
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