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W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
Forward Management
California
$19.4M
2
Goldman Sachs
Goldman Sachs
New York
$57.6M
3
CNB
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
Cannell & Co
New York
$21.8M
2
Deutsche Bank
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
151
Parsons Capital Management
Rhode Island
$679K +$211K +3,727 +45%
DL
152
Delta Lloyd
Netherlands
$678K -$110K -1,942 -14%
AG
153
Aperio Group
California
$676K +$376K +6,639 +125%
AIM
154
Ada Investment Management
New York
$663K +$663K +11,733 New
NGA
155
Naples Global Advisors
Florida
$655K +$8.66K +153 +1%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$647K +$11.5K +204 +2%
FWIA
157
Fort Washington Investment Advisors
Ohio
$632K +$75.2K +1,327 +14%
BKBG
158
BHF Kleinwort Benson Group
Belgium
$624K +$624K +11,017 New
DI
159
Diligent Investors
California
$609K +$14.8K +239 +2%
HK
160
Horizon Kinetics
New York
$601K +$179K +3,165 +42%
CGT
161
Capital Guardian Trust
California
$597K – – –
AMI
162
Amica Mutual Insurance
Rhode Island
$592K – – –
Barclays
163
Barclays
United Kingdom
$572K -$1.19M -21,347 -68%
Rafferty Asset Management
164
Rafferty Asset Management
New York
$572K +$301K +5,320 +111%
FMBTD
165
First Midwest Bank Trust Division
Illinois
$567K -$105K -1,865 -16%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$563K +$11.6K +204 +2%
PP
167
Paloma Partners
Connecticut
$538K +$1.87K +33 +0.3%
NEIRG
168
New England Investment & Retirement Group
Massachusetts
$527K – – –
DWA
169
Douglass Winthrop Advisors
New York
$526K -$318K -5,616 -38%
CCM
170
Cadence Capital Management
Massachusetts
$511K -$102K -1,796 -17%
GWM
171
Gupta Wealth Management
California
$511K – – –
TNAM
172
Terra Nova Asset Management
New York
$510K -$50.9K -899 -9%
RFC
173
Regions Financial Corp
Alabama
$493K -$7.82K -138 -2%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$469K -$18.8K -332 -4%
NFG
175
Noven Financial Group
Colorado
$467K +$176K +3,113 +61%
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7
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