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W.P. Carey
WPC

Overview Fund Activity

243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
77
Reduced
74
Closed
17
Calls
$15.5M
Puts
$5.44M
Net Calls
+$10M
Net Calls Change
+$226K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$115M
2
Brown Advisory
2
Brown Advisory
Maryland
$17.5M
3
MWNA
3
Marshall Wace North America
New York
$9.58M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
PC
1
Paulson & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
CC
3
Cannell & Co
New York
$46.2M
4
U
4
UBS
Switzerland
$80.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$83.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
151
Virtu KCG Holdings
New York
$343K 5,597 +558 +11%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$325K 5,297 – –
BC
153
Burney Company
Virginia
$321K 5,229 -40 -0.8%
WCM
154
Westend Capital Management
California
$319K 5,200 +5,200 New
BJ
155
BlackRock Japan
Japan
$316K 5,153 +103 +2%
GT
156
Glenmede Trust
Pennsylvania
$315K 5,150 – –
ZIM
157
Zacks Investment Management
Illinois
$313K 5,109 +535 +12%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$312K 5,092 +705 +16%
SCCM
159
Schafer Cullen Capital Management
New York
$309K 5,035 – –
NFG
160
Noven Financial Group
Colorado
$308K 5,025 +5,025 New
RA
161
RMR Advisors
Massachusetts
$306K 5,000 – –
YP
162
Yellowstone Partners
Idaho
$305K 4,979 +4,979 New
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$295K 4,812 +6 +0.1%
RJT
164
Raymond James Trust
Florida
$294K 4,792 – –
NCCM
165
Nine Chapters Capital Management
New Jersey
$288K 4,700 -2,600 -36%
FFSOTS
166
Fiduciary Financial Services of The Southwest
Texas
$287K 4,678 – –
NGA
167
Naples Global Advisors
Florida
$277K 4,510 +4,510 New
DAC
168
Dividend Assets Capital
South Carolina
$276K 4,500 – –
Mitsubishi UFJ Asset Management
169
Mitsubishi UFJ Asset Management
Japan
$265K 4,350 -320 -7%
HPC
170
HM Payson & Co
Maine
$258K 4,212 – –
SYBT
171
Stock Yards Bank & Trust
Kentucky
$257K 4,190 – –
PL
172
Plancorp LLC
Missouri
$253K 4,119 +4,119 New
ONB
173
Old National Bancorp
Indiana
$250K 4,074 – –
PAG
174
Private Advisor Group
New Jersey
$248K 4,049 +4,049 New
WAM
175
World Asset Management
Michigan
$245K 3,987 -1,255 -24%
5 6
7
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