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W.P. Carey
WPC

Overview Fund Activity

328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
328
Holders Change
+11
Holders Change %
+3.47%
% of All Funds
8.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
121
Reduced
83
Closed
29
Calls
$21.2M
Puts
$9.3M
Net Calls
+$11.9M
Net Calls Change
+$15.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M
2
CGI
2
CI Global Investments
California
$41.7M
3
CC
3
Cannell & Co
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$21.7M
5
BIT
5
BlackRock Institutional Trust
California
$205M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$29.1M
2
CC
2
Carlson Capital
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Norges Bank
4
Norges Bank
Norway
$31.4M
5
AAMU
5
APG Asset Management US
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FNBT
151
FineMark National Bank & Trust
Florida
$957K 14,071 +183 +1%
BA
152
BlackRock Advisors
Delaware
$954K 14,023 – –
American Century Companies
153
American Century Companies
Missouri
$927K 13,638 +13,638 New
ADBIC
154
A.D. Beadell Investment Counsel
Wisconsin
$921K 13,550 +200 +1%
ABC
155
Associated Banc-Corp
Wisconsin
$918K 13,500 – –
MDCM
156
Morgan Dempsey Capital Management
Wisconsin
$896K 13,175 +4,930 +60%
BAS
157
Brown Advisory Securities
Maryland
$895K 13,186 +2 +0%
Citigroup
158
Citigroup
New York
$861K 12,661 +1,527 +14%
VKH
159
Virtu KCG Holdings
New York
$847K 12,459 +5,034 +68%
WS
160
Wedbush Securities
California
$821K 12,069 -700 -5%
DL
161
Delta Lloyd
Netherlands
$818K 12,029 +12,029 New
CGT
162
Capital Guardian Trust
California
$809K 11,901 – –
FMBTD
163
First Midwest Bank Trust Division
Illinois
$795K 11,685 +1,135 +11%
Jane Street
164
Jane Street
New York
$766K 11,260 +11,260 New
VLKIM
165
Van Lanschot Kempen Investment Management
Netherlands
$758K 11,141 +858 +8%
HB
166
Homrich & Berg
Georgia
$752K 11,062 +245 +2%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$738K 10,851 -89 -0.8%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$734K 10,800 +1,170 +12%
NEIRG
169
New England Investment & Retirement Group
Massachusetts
$708K 10,419 -566 -5%
AMI
170
Amica Mutual Insurance
Rhode Island
$696K 10,236 – –
Creative Planning
171
Creative Planning
Kansas
$691K 10,165 -995 -9%
GWM
172
Gupta Wealth Management
California
$661K 9,721 +9,721 New
FWIA
173
Fort Washington Investment Advisors
Ohio
$655K 9,627 +300 +3%
GCA
174
Gideon Capital Advisors
New York
$650K 9,557 +9,557 New
PIM
175
Parasol Investment Management
Illinois
$647K 9,520 +295 +3%
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7
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