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W.P. Carey
WPC

Overview Fund Activity

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M
2
TA
2
Teachers Advisors
New York
$34.9M
3
BG
3
BlackRock Group
United Kingdom
$20.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$19.3M
5
CC
5
Cannell & Co
New York
$61.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$97.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$884K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.1M
4
BC
4
BHR Capital
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$647K 9,993 +1,221 +14%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$647K 10,000 +3,300 +49%
US Bancorp
128
US Bancorp
Minnesota
$645K 9,964 +5,604 +129%
ACM
129
Avalon Capital Management
California
$629K 9,718 +9,718 New
CCM
130
Covington Capital Management
California
$598K 9,238 – –
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$529K 8,180 -6,390 -44%
AIG
132
American International Group
New York
$523K 8,082 +3,606 +81%
EWM
133
Evercore Wealth Management
New York
$514K 7,950 – –
BA
134
BlackRock Advisors
Delaware
$506K 7,820 -82 -1%
UCFA
135
United Capital Financial Advisors
Texas
$479K 7,400 -580 -7%
LTFS
136
Ladenburg Thalmann Financial Services
Florida
$476K 7,356 -4,482 -38%
LWCFA
137
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$476K 7,354 +1,250 +20%
NCCM
138
Nine Chapters Capital Management
New Jersey
$472K 7,300 +7,300 New
PCM
139
Parsons Capital Management
Rhode Island
$462K 7,150 – –
CMANY
140
Capital Management Associates (New York)
New York
$453K 7,000 – –
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$433K 6,700 -92,709 -93%
UR
142
USCA RIA
Texas
$415K 6,421 -3,109 -33%
CAM
143
Capstone Asset Management
Texas
$404K 6,250 +6,250 New
FWIA
144
Fort Washington Investment Advisors
Ohio
$403K 6,227 -200 -3%
FTIOP
145
Fiduciary Trust International of Pennsylvania
Pennsylvania
$400K 6,187 +1,697 +38%
GIA
146
Granite Investment Advisors
New Hampshire
$395K 6,103 – –
Nomura Holdings
147
Nomura Holdings
Japan
$375K 5,778 +2,700 +88%
WA
148
WFG Advisors
Texas
$374K 5,775 +962 +20%
FCBT
149
First Citizens Bank & Trust
North Carolina
$350K 5,409 +5,409 New
Neuberger Berman Group
150
Neuberger Berman Group
New York
$343K 5,297 +20 +0.4%
4 5
6
7 8