WPC icon

W.P. Carey
WPC

Overview Fund Activity

218 hedge funds and large institutions have $1.96B invested in W.P. Carey in 2013 Q2 according to their latest regulatory filings, with 218 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
218
Holders Change
+218
Holders Change %
–
% of All Funds
7.12%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.13%
New
218
Increased
–
Reduced
–
Closed
–
Calls
$7.15M
Puts
$4.02M
Net Calls
+$3.13M
Net Calls Change
+$3.13M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$351M
2
Cohen & Steers
2
Cohen & Steers
New York
$121M
3
BIT
3
BlackRock Institutional Trust
California
$107M
4
PC
4
Paulson & Co
New York
$102M
5
U
5
UBS
Switzerland
$91.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
126
United Capital Financial Advisors
Texas
$528K 7,980 +7,980 New
EWM
127
Evercore Wealth Management
New York
$526K 7,950 +7,950 New
BA
128
BlackRock Advisors
Delaware
$523K 7,902 +7,902 New
PCM
129
Parsons Capital Management
Rhode Island
$473K 7,150 +7,150 New
CMANY
130
Capital Management Associates (New York)
New York
$463K 7,000 +7,000 New
FWIA
131
Fort Washington Investment Advisors
Ohio
$425K 6,427 +6,427 New
CSC
132
Cove Street Capital
California
$418K 6,315 +6,315 New
GIA
133
Granite Investment Advisors
New Hampshire
$404K 6,103 +6,103 New
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$404K 6,104 +6,104 New
WAM
135
World Asset Management
Michigan
$398K 6,013 +6,013 New
SCA
136
SAC Capital Advisors
Connecticut
$394K 5,953 +5,953 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$370K 5,595 +5,595 New
BJ
138
BlackRock Japan
Japan
$359K 5,426 +5,426 New
BC
139
Burney Company
Virginia
$351K 5,299 +5,299 New
Neuberger Berman Group
140
Neuberger Berman Group
New York
$349K 5,277 +5,277 New
WCM
141
Westend Capital Management
California
$348K 5,200 +5,200 New
RFC
142
Regions Financial Corp
Alabama
$341K 5,150 +5,150 New
SCCM
143
Schafer Cullen Capital Management
New York
$337K 5,100 +5,100 New
RJT
144
Raymond James Trust
Florida
$335K 5,057 +5,057 New
RA
145
RMR Advisors
Massachusetts
$331K 5,000 +5,000 New
WA
146
WFG Advisors
Texas
$318K 4,813 +4,813 New
Mitsubishi UFJ Asset Management
147
Mitsubishi UFJ Asset Management
Japan
$312K 4,710 +4,710 New
PSUF
148
People's United Financial
Connecticut
$310K 4,681 +4,681 New
DAC
149
Dividend Assets Capital
South Carolina
$298K 4,500 +4,500 New
FTIOP
150
Fiduciary Trust International of Pennsylvania
Pennsylvania
$297K 4,490 +4,490 New
4 5
6
7 8