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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$571M
2
FM
Forward Management
California
$5.9M
3
UBS Group
UBS Group
Switzerland
$106M
4
Franklin Resources
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
VLKIM
126
Van Lanschot Kempen Investment Management
Netherlands
$984K -$129K -2,234 -12%
FIM
127
Friedberg Investment Management
Texas
$982K +$4.16K +72 +0.4%
SEI Investments
128
SEI Investments
Pennsylvania
$969K +$923K +15,967 +2,003%
CAM
129
CG Asset Management
New York
$950K -$70.8K -1,225 -7%
First Manhattan
130
First Manhattan
New York
$928K – – –
BKBG
131
BHF Kleinwort Benson Group
Belgium
$928K +$291K +5,034 +46%
Principal Financial Group
132
Principal Financial Group
Iowa
$908K +$11.5K +199 +1%
ACM
133
Argentus Capital Management
Texas
$903K -$1.74M -30,020 -66%
CC
134
Cannell Capital
Wyoming
$903K – – –
WSCM
135
Wellington Shields Capital Management
New York
$901K +$53.1K +919 +6%
JWM
136
Jacobus Wealth Management
Wisconsin
$899K – – –
Creative Planning
137
Creative Planning
Kansas
$893K -$177K -3,070 -17%
UCFA
138
United Capital Financial Advisors
Texas
$892K -$51.8K -897 -5%
ACI
139
AMP Capital Investors
Australia
$870K +$35.7K +612 +4%
FNBT
140
FineMark National Bank & Trust
Florida
$869K +$13.5K +233 +2%
Macquarie Group
141
Macquarie Group
Australia
$844K -$94.5K -1,634 -10%
ASN
142
Advisory Services Network
Georgia
$842K -$86K -1,488 -9%
AIG
143
American International Group
New York
$825K -$41.3K -714 -5%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$808K -$334K -5,776 -29%
ABC
145
Associated Banc-Corp
Wisconsin
$796K – – –
HSBC Holdings
146
HSBC Holdings
United Kingdom
$771K +$46.4K +803 +6%
DL
147
Delta Lloyd
Netherlands
$770K +$78.2K +1,354 +11%
Mitsubishi UFJ Asset Management
148
Mitsubishi UFJ Asset Management
Japan
$758K – – –
TYCC
149
Texas Yale Capital Corp
Florida
$738K – – –
WS
150
Wedbush Securities
California
$712K +$58 +1 +0%
4 5
6
7 8