WPC icon

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 %
VRS
176
Virginia Retirement Systems
Virginia
$245K 4,000 +4,000 New
GAM
177
Garrison Asset Management
Arkansas
$243K 3,960 – –
NERM
178
New England Research & Management
Illinois
$242K 3,950 +3,950 New
BRWA
179
B. Riley Wealth Advisors
Florida
$232K 3,783 -232 -6%
TU
180
TDAM USA
Ontario, Canada
$219K 3,564 +100 +3%
Citigroup
181
Citigroup
New York
$218K 3,549 -11,801 -77%
PSUF
182
People's United Financial
Connecticut
$215K 3,512 -309 -8%
PA
183
Profund Advisors
Maryland
$214K 3,494 -258 -7%
CCM
184
Cadence Capital Management
Massachusetts
$212K 3,448 -454 -12%
Creative Planning
185
Creative Planning
Kansas
$212K 3,450 +1,741 +102%
RT
186
Rockland Trust
Massachusetts
$212K 3,452 +3,452 New
BAS
187
Brown Advisory Securities
Maryland
$211K 3,450 +3,450 New
BCI
188
Brinker Capital Investments
Pennsylvania
$208K 3,388 +73 +2%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$205K 3,343 -1,042 -24%
Nomura Holdings
190
Nomura Holdings
Japan
$203K 3,308 -2,470 -43%
CT
191
Cambridge Trust
Massachusetts
$201K 3,275 -15 -0.5%
SI
192
Stephens Inc
Arkansas
$200K 3,265 -286 -8%
Lazard Asset Management
193
Lazard Asset Management
New York
$196K 3,200 -100 -3%
PL
194
Parkwood LLC
Ohio
$181K 2,953 +2,953 New
SAMC
195
Shinko Asset Management Company
Japan
$172K 2,800 -100 -3%
WEC
196
Winslow Evans & Crocker
Massachusetts
$172K 2,799 +2,799 New
PVH
197
Psagot Value Holdings
Israel
$158K 2,583 -1,505 -37%
DADC
198
D.A. Davidson & Co
Montana
$154K 2,514 +2,514 New
BPBT
199
Boston Private Bank & Trust
Massachusetts
$153K 2,500 – –
APFBOT
200
Amica Pension Fund Board of Trustees
Rhode Island
$151K 2,466 – –
6 7
8
9 10