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W.P. Carey
WPC

Overview Fund Activity

267 hedge funds and large institutions have $2.33B invested in W.P. Carey in 2014 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 132 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+24
Holders Change %
+9.88%
% of All Funds
7.72%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
52
Increased
132
Reduced
36
Closed
24
Calls
$12.5M
Puts
$8.45M
Net Calls
+$4.02M
Net Calls Change
-$6.03M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
Millennium Management
New York
$61.4M
4
AAMU
APG Asset Management US
New York
$30.9M
5
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
TCIM
TIAA CREF Investment Management
New York
$5.24M
3
REMS
Real Estate Management Services
$4.3M
4
PG
PEAK6 Group
Illinois
$0
5
IG
ING Group
Netherlands
$991K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
176
Canada Life
Manitoba, Canada
$322K +$239K +4,084 +286%
WCM
177
Westend Capital Management
California
$310K – – –
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$306K – – –
SCCM
179
Schafer Cullen Capital Management
New York
$302K -$589 -10 -0.2%
NFG
180
Noven Financial Group
Colorado
$302K – – –
RA
181
RMR Advisors
Massachusetts
$299K – – –
BJ
182
BlackRock Japan
Japan
$296K -$13.3K -226 -4%
AAM
183
Aston Asset Management
Illinois
$286K +$286K +4,865 New
Creative Planning
184
Creative Planning
Kansas
$285K +$77.7K +1,319 +37%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$282K +$282K +4,791 New
FFSOTS
186
Fiduciary Financial Services of The Southwest
Texas
$281K – – –
RB
187
Rodgers Brothers
Pennsylvania
$280K +$280K +4,754 New
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$279K +$18K +307 +7%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$273K +$72.2K +1,227 +36%
WAM
190
World Asset Management
Michigan
$271K +$31.5K +535 +13%
DAC
191
Dividend Assets Capital
South Carolina
$270K – – –
RJT
192
Raymond James Trust
Florida
$264K -$24.1K -409 -8%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$262K -$55.8K -949 -18%
GIA
194
Guyasuta Investment Advisors
Pennsylvania
$255K +$255K +4,339 New
ICAS
195
Investors Capital Advisory Services
Massachusetts
$254K +$254K +4,321 New
HPC
196
HM Payson & Co
Maine
$253K – – –
SYBT
197
Stock Yards Bank & Trust
Kentucky
$252K – – –
GAM
198
Garrison Asset Management
Arkansas
$250K +$11.7K +199 +5%
TAM
199
Telluride Asset Management
Minnesota
$248K +$248K +4,213 New
PL
200
Plancorp LLC
Missouri
$247K – – –
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8
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