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W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
1
Forward Management
California
$19.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$57.6M
3
CNB
3
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
1
Cannell & Co
New York
$21.8M
2
Deutsche Bank
2
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
101
National Planning Corporation
California
$1.86M 29,590 -413 -1%
ProShare Advisors
102
ProShare Advisors
Maryland
$1.81M 31,995 -5,561 -15%
SCM
103
Sterling Capital Management
North Carolina
$1.73M 30,630 +30,630 New
HighTower Advisors
104
HighTower Advisors
Illinois
$1.73M 30,483 +9,120 +43%
FTIOP
105
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.71M 30,268 -22,859 -43%
PHIMC
106
Private Harbour Investment Management & Counsel
Ohio
$1.69M 29,872 -327 -1%
SCM
107
Stellar Capital Management
Arizona
$1.56M 27,480 +153 +0.6%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$1.54M 27,215 -6,396 -19%
ERSOT
109
Employees Retirement System of Texas
Texas
$1.5M 26,546 – –
AFWA
110
Ancora Family Wealth Advisors
Ohio
$1.43M 25,277 +25,277 New
US Bancorp
111
US Bancorp
Minnesota
$1.37M 24,104 -2,224 -8%
BA
112
BlackRock Advisors
Delaware
$1.33M 23,485 +8,549 +57%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$1.32M 23,381 – –
IRF
114
IBM Retirement Fund
New York
$1.29M 22,760 -1,966 -8%
IG
115
ING Group
Netherlands
$1.28M 22,564 – –
URS
116
Utah Retirement Systems
Utah
$1.24M 21,870 +306 +1%
KBC Group
117
KBC Group
Belgium
$1.22M 21,618 -11,893 -35%
Credit Agricole
118
Credit Agricole
France
$1.19M 21,033 +1,430 +7%
Invesco
119
Invesco
Georgia
$1.18M 20,835 -1,008 -5%
SW
120
SVB Wealth
Massachusetts
$1.16M 20,485 -1,468 -7%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$1.12M 19,762 +8,466 +75%
Citadel Advisors
122
Citadel Advisors
Florida
$1.1M 19,385 -5,845 -23%
VLKIM
123
Van Lanschot Kempen Investment Management
Netherlands
$1.09M 19,259 +1,211 +7%
Canada Life
124
Canada Life
Manitoba, Canada
$1.07M 18,893 +9,321 +97%
Creative Planning
125
Creative Planning
Kansas
$1.05M 18,518 +5,369 +41%
3 4
5
6 7