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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
5
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$571M
2
FM
2
Forward Management
California
$5.9M
3
UBS Group
3
UBS Group
Switzerland
$106M
4
Franklin Resources
4
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$1.97M -$112K -1,931 -5%
VKH
102
Virtu KCG Holdings
New York
$1.83M +$1.83M +31,693 New
FTIOP
103
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.8M +$47K +813 +3%
SCM
104
Sterling Capital Management
North Carolina
$1.78M +$6.47K +112 +0.4%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$1.66M -$536K -9,276 -24%
NPC
106
National Planning Corporation
California
$1.65M -$19.1K -337 -1%
Invesco
107
Invesco
Georgia
$1.65M +$442K +7,659 +37%
SCM
108
Stellar Capital Management
Arizona
$1.6M +$14.2K +245 +0.9%
PHIMC
109
Private Harbour Investment Management & Counsel
Ohio
$1.55M -$175K -3,032 -10%
AFWA
110
Ancora Family Wealth Advisors
Ohio
$1.55M +$85K +1,471 +6%
ERSOT
111
Employees Retirement System of Texas
Texas
$1.53M – – –
KBC Group
112
KBC Group
Belgium
$1.5M +$247K +4,278 +20%
IRF
113
IBM Retirement Fund
New York
$1.42M +$100K +1,733 +8%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.35M – – –
DCM
115
Dupont Capital Management
Delaware
$1.31M +$1.31M +22,666 New
US Bancorp
116
US Bancorp
Minnesota
$1.31M -$85.3K -1,476 -6%
IG
117
ING Group
Netherlands
$1.3M – – –
URS
118
Utah Retirement Systems
Utah
$1.27M +$5.89K +102 +0.5%
Canada Life
119
Canada Life
Manitoba, Canada
$1.26M +$167K +2,893 +15%
PG
120
PEAK6 Group
Illinois
$1.17M -$1.08M -18,770 -48%
MTB
121
Mizuho Trust & Banking
Japan
$1.09M +$25.9K +443 +2%
HI
122
Honeywell International
North Carolina
$1.07M +$177K +3,063 +20%
WSC
123
Wellington Shields & Co
New York
$1.04M +$59.7K +1,033 +6%
MDCM
124
Morgan Dempsey Capital Management
Wisconsin
$1.01M -$15.9K -275 -2%
IA
125
IFP Advisors
Florida
$1M +$1M +17,327 New
3 4
5
6 7