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W.P. Carey
WPC

Overview Fund Activity

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$103M
2
TA
2
Teachers Advisors
New York
$34.9M
3
BG
3
BlackRock Group
United Kingdom
$20.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$19.3M
5
CC
5
Cannell & Co
New York
$61.8M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$97.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$884K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.1M
4
BC
4
BHR Capital
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
151
Burney Company
Virginia
$341K 5,269 -30 -0.6%
WAM
152
World Asset Management
Michigan
$339K 5,242 -771 -13%
WP
153
Westend Partners
California
$334K 5,200 +5,200 New
RFC
154
Regions Financial Corp
Alabama
$333K 5,140 -10 -0.2%
GT
155
Glenmede Trust
Pennsylvania
$333K 5,150 +1,000 +24%
BJ
156
BlackRock Japan
Japan
$327K 5,050 -376 -7%
SCCM
157
Schafer Cullen Capital Management
New York
$326K 5,035 -65 -1%
VKH
158
Virtu KCG Holdings
New York
$326K 5,039 +5,039 New
RA
159
RMR Advisors
Massachusetts
$323K 5,000 – –
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$311K 4,806 -20,422 -81%
RJT
161
Raymond James Trust
Florida
$310K 4,792 -265 -5%
BG
162
Bahl & Gaynor
Ohio
$309K 4,775 +500 +12%
FFSOTS
163
Fiduciary Financial Services of The Southwest
Texas
$303K 4,678 +4,678 New
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$302K 4,670 -40 -0.8%
ZIM
165
Zacks Investment Management
Illinois
$296K 4,574 +4,574 New
DAC
166
Dividend Assets Capital
South Carolina
$291K 4,500 – –
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$291K 4,387 +4,387 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$283K 4,385 -1,210 -22%
HPC
169
HM Payson & Co
Maine
$273K 4,212 – –
SYBT
170
Stock Yards Bank & Trust
Kentucky
$271K 4,190 – –
ONB
171
Old National Bancorp
Indiana
$264K 4,074 – –
PVH
172
Psagot Value Holdings
Israel
$264K 4,088 +4,088 New
BRWA
173
B. Riley Wealth Advisors
Florida
$260K 4,015 – –
GAM
174
Garrison Asset Management
Arkansas
$256K 3,960 – –
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$256K 3,958 +1,859 +89%
5 6
7
8 9