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W.P. Carey
WPC

Overview Fund Activity

243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
77
Reduced
74
Closed
17
Calls
$15.5M
Puts
$5.44M
Net Calls
+$10M
Net Calls Change
+$226K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$115M
2
Brown Advisory
2
Brown Advisory
Maryland
$17.5M
3
MWNA
3
Marshall Wace North America
New York
$9.58M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
PC
1
Paulson & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
CC
3
Cannell & Co
New York
$46.2M
4
U
4
UBS
Switzerland
$80.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$83.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$683K 11,130 +218 +2%
ACM
127
Avalon Capital Management
California
$635K 10,350 +632 +7%
GF
128
Gerstein Fisher
New York
$632K 10,288 -518 -5%
URS
129
Utah Retirement Systems
Utah
$631K 10,300 – –
Nuveen Asset Management
130
Nuveen Asset Management
Illinois
$625K 10,191 -7,331 -42%
CAN
131
Cetera Advisor Networks
California
$620K 10,130 +6,321 +166%
BA
132
BlackRock Advisors
Delaware
$531K 8,658 +838 +11%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$509K 8,300 -1,700 -17%
SG Americas Securities
134
SG Americas Securities
New York
$508K 8,279 -1,714 -17%
CAM
135
CG Asset Management
New York
$488K 7,950 +7,950 New
BG
136
Bahl & Gaynor
Ohio
$479K 7,800 +3,025 +63%
Schroder Investment Management Group
137
Schroder Investment Management Group
United Kingdom
$463K 7,553 +7,553 New
CG
138
Clinton Group
New York
$456K 7,434 +7,434 New
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$451K 7,345 -11 -0.1%
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$451K 7,354 – –
UCFA
141
United Capital Financial Advisors
Texas
$442K 7,200 -200 -3%
PCM
142
Parsons Capital Management
Rhode Island
$438K 7,150 – –
CMANY
143
Capital Management Associates (New York)
New York
$429K 7,000 – –
FWIA
144
Fort Washington Investment Advisors
Ohio
$413K 6,727 +500 +8%
AIG
145
American International Group
New York
$393K 6,406 -1,676 -21%
CAM
146
Columbia Asset Management
Michigan
$385K 6,270 +6,270 New
GIA
147
Granite Investment Advisors
New Hampshire
$374K 6,103 – –
RFC
148
Russell Frank Company
Washington
$372K 6,297 -17,061 -73%
WA
149
WFG Advisors
Texas
$369K 6,021 +246 +4%
RFC
150
Regions Financial Corp
Alabama
$359K 5,852 +712 +14%
4 5
6
7 8