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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 %
CCM
176
Cadence Capital Management
Massachusetts
$252K 3,902 +3,902 New
MFS
177
MSI Financial Services
Massachusetts
$251K 3,879 +2,304 +146%
PSUF
178
People's United Financial
Connecticut
$247K 3,821 -860 -18%
CAN
179
Cetera Advisor Networks
California
$245K 3,809 +3,809 New
PA
180
Profund Advisors
Maryland
$243K 3,752 -355 -9%
HK
181
Horizon Kinetics
New York
$239K 3,700 -250 -6%
SI
182
Stephens Inc
Arkansas
$230K 3,551 +3,551 New
TU
183
TDAM USA
Ontario, Canada
$224K 3,464 -100 -3%
BCI
184
Brinker Capital Investments
Pennsylvania
$214K 3,315 +3,315 New
Lazard Asset Management
185
Lazard Asset Management
New York
$213K 3,300 – –
CT
186
Cambridge Trust
Massachusetts
$213K 3,290 – –
B
187
Barings
North Carolina
$207K 3,200 – –
SAMC
188
Shinko Asset Management Company
Japan
$188K 2,900 – –
TRCT
189
Tower Research Capital (TRC)
New York
$163K 2,521 -1,353 -35%
BPBT
190
Boston Private Bank & Trust
Massachusetts
$162K 2,500 – –
APFBOT
191
Amica Pension Fund Board of Trustees
Rhode Island
$160K 2,466 – –
AMI
192
Amica Mutual Insurance
Rhode Island
$154K 2,385 – –
RNS
193
Robert N. Shapiro
$150K 2,326 – –
SAM
194
Solaris Asset Management
New York
$142K 2,200 -100 -4%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$132K 2,038 +558 +38%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$122K 1,883 +1,883 New
GGPS
197
Gary Goldberg Planning Services
New York
$113K 1,744 – –
Creative Planning
198
Creative Planning
Kansas
$111K 1,709 -1,775 -51%
BKBG
199
BHF Kleinwort Benson Group
Belgium
$110K 1,700 +1,700 New
JFGIW
200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K 1,666 +40 +2%
6 7
8
9 10