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W.P. Carey
WPC

Overview Fund Activity

308 hedge funds and large institutions have $2.93B invested in W.P. Carey in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+24
Holders Change %
+8.45%
% of All Funds
8.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
43
Increased
123
Reduced
70
Closed
18
Calls
$7.95M
Puts
$8.28M
Net Calls
-$331K
Net Calls Change
-$4.29M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$309M
2
American Century Companies
American Century Companies
Missouri
$35.5M
3
Morgan Stanley
Morgan Stanley
New York
$51.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$781M
5
Marshall Wace
Marshall Wace
United Kingdom
$24.3M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$44.1M
2
AAMU
APG Asset Management US
New York
$26.6M
3
CC
Cannell & Co
New York
$29.8M
4
KBC Group
KBC Group
Belgium
$1.57M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
CG Asset Management
New York
$1.3M +$115K +1,837 +10%
GIA
127
Granite Investment Advisors
New Hampshire
$1.3M +$915K +14,646 +235%
PAM
128
Panagora Asset Management
Massachusetts
$1.29M – – –
T
129
Thomaspartners
Massachusetts
$1.28M -$47.6K -762 -4%
CAN
130
Cetera Advisor Networks
California
$1.26M +$286K +4,572 +29%
PRCM
131
Pine River Capital Management
Minnesota
$1.25M +$1.25M +20,000 New
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$1.25M +$20.1K +321 +2%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$1.23M +$354K +5,666 +40%
ST
134
Semper Trust
Pennsylvania
$1.21M -$287K -4,594 -19%
PP
135
Paloma Partners
Connecticut
$1.18M +$1.18M +18,865 New
AIG
136
American International Group
New York
$1.15M +$259K +4,139 +29%
IRF
137
IBM Retirement Fund
New York
$1.13M -$176K -2,814 -13%
FAAS
138
First Allied Advisory Services
California
$1.12M -$24.5K -392 -2%
Invesco
139
Invesco
Georgia
$1.12M -$74K -1,184 -6%
URS
140
Utah Retirement Systems
Utah
$1.1M – – –
Millennium Management
141
Millennium Management
New York
$1.09M +$524K +8,389 +92%
JIM
142
Jupiter Investment Management
United Kingdom
$1.09M +$1.09M +17,459 New
ZIM
143
Zacks Investment Management
Illinois
$1.08M -$32K -512 -3%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$1.04M +$238K +3,818 +30%
ASN
145
Advisory Services Network
Georgia
$1M – – –
First Manhattan
146
First Manhattan
New York
$1M – – –
HighTower Advisors
147
HighTower Advisors
Illinois
$994K -$8.37K -134 -0.8%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$988K +$988K +15,826 New
CC
149
Cannell Capital
Wyoming
$976K – – –
JWM
150
Jacobus Wealth Management
Wisconsin
$972K – – –
4 5
6
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