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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$114M
2
Vanguard Group
Vanguard Group
Pennsylvania
$900M
3
CC
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.5M
5
BFA
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
Teachers Advisors
New York
$5.41M
2
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
American Century Companies
Missouri
$0
4
FM
Forward Management
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
T
126
Thomaspartners
Massachusetts
$1.38M -$20.7K -302 -1%
HighTower Advisors
127
HighTower Advisors
Illinois
$1.36M +$266K +3,874 +24%
AIG
128
American International Group
New York
$1.31M +$47.8K +696 +4%
UCFA
129
United Capital Financial Advisors
Texas
$1.3M +$282K +4,111 +28%
FIM
130
Friedberg Investment Management
Texas
$1.21M +$310K +4,523 +35%
URS
131
Utah Retirement Systems
Utah
$1.21M – – –
DCM
132
Driehaus Capital Management
Illinois
$1.19M -$3.28M -47,783 -73%
ZIM
133
Zacks Investment Management
Illinois
$1.17M -$14.3K -208 -1%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$1.14M -$218K -3,178 -16%
FAAS
135
First Allied Advisory Services
California
$1.14M -$91.5K -1,337 -7%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$1.14M +$402K +5,862 +55%
Macquarie Group
137
Macquarie Group
Australia
$1.14M +$1.14M +16,540 New
ASN
138
Advisory Services Network
Georgia
$1.11M -$20.9K -297 -2%
First Manhattan
139
First Manhattan
New York
$1.1M – – –
Invesco
140
Invesco
Georgia
$1.08M -$145K -2,111 -12%
CC
141
Cannell Capital
Wyoming
$1.07M – – –
JWM
142
Jacobus Wealth Management
Wisconsin
$1.07M – – –
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.06M +$70.1K +1,021 +7%
PAM
144
Princeton Alpha Management
New Jersey
$1.04M +$775K +11,277 +289%
DD
145
Dominick & Dominick
New York
$1.02M – – –
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$1.01M +$980K +14,278 +3,267%
BA
147
BlackRock Advisors
Delaware
$983K +$256K +3,728 +35%
FNBT
148
FineMark National Bank & Trust
Florida
$974K +$974K +14,180 New
ARC
149
Absolute Return Capital
Massachusetts
$952K -$739K -10,770 -44%
ABC
150
Associated Banc-Corp
Wisconsin
$947K – – –
4 5
6
7 8