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W.P. Carey
WPC

Overview Fund Activity

267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.

Holders
267
Holders Change
+24
Holders Change %
+9.88%
% of All Funds
7.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
52
Increased
132
Reduced
36
Closed
24
Calls
$12.5M
Puts
$8.45M
Net Calls
+$4.02M
Net Calls Change
-$6.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
3
Millennium Management
New York
$61.4M
4
AAMU
4
APG Asset Management US
New York
$30.9M
5
PSAMP
5
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
TCIM
2
TIAA CREF Investment Management
New York
$5.24M
3
REMS
3
Real Estate Management Services
$4.3M
4
PG
4
PEAK6 Group
Illinois
$0
5
IG
5
ING Group
Netherlands
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$944K 16,043 +2,144 +15%
First Manhattan
127
First Manhattan
New York
$943K 16,030 – –
PAM
128
Princeton Alpha Management
New Jersey
$924K 15,703 +15,703 New
CC
129
Cannell Capital
Wyoming
$919K 15,621 – –
JWM
130
Jacobus Wealth Management
Wisconsin
$916K 15,565 +1,077 +7%
Renaissance Technologies
131
Renaissance Technologies
New York
$903K 15,352 +15,352 New
VKH
132
Virtu KCG Holdings
New York
$898K 15,269 +9,554 +167%
UCFA
133
United Capital Financial Advisors
Texas
$893K 15,182 +7,831 +107%
SG Americas Securities
134
SG Americas Securities
New York
$880K 14,960 +6,507 +77%
DD
135
Dominick & Dominick
New York
$877K 14,907 -824 -5%
IRF
136
IBM Retirement Fund
New York
$859K 14,432 -8,613 -37%
ACM
137
Avalon Capital Management
California
$858K 14,588 +4,021 +38%
MTB
138
Mizuho Trust & Banking
Japan
$815K 13,852 -3,362 -20%
CGT
139
Capital Guardian Trust
California
$775K 13,172 – –
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$768K 13,060 -1,848 -12%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$753K 12,806 +558 +5%
AIG
142
American International Group
New York
$725K 12,318 +5,777 +88%
NEIRG
143
New England Investment & Retirement Group
Massachusetts
$722K 12,264 +12,264 New
BG
144
Bahl & Gaynor
Ohio
$691K 11,742 +3,778 +47%
CAN
145
Cetera Advisor Networks
California
$690K 11,747 +1,404 +14%
URS
146
Utah Retirement Systems
Utah
$619K 10,516 – –
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$619K 10,516 +2,042 +24%
VRS
148
Virginia Retirement Systems
Virginia
$613K 10,414 +6,330 +155%
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$590K 10,031 -2,885 -22%
BA
150
BlackRock Advisors
Delaware
$558K 9,482 +642 +7%
4 5
6
7 8