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W.P. Carey
WPC

Overview Fund Activity

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$114M
2
Vanguard Group
Vanguard Group
Pennsylvania
$900M
3
CC
Carlson Capital
Texas
$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.5M
5
BFA
BlackRock Fund Advisors
California
$110M

Top Sellers

1
TA
Teachers Advisors
New York
$5.41M
2
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$0
3
American Century Companies
American Century Companies
Missouri
$0
4
FM
Forward Management
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
176
Private Advisor Group
New Jersey
$591K +$163K +2,374 +38%
CCMD
177
Cypress Capital Management (Delaware)
Delaware
$589K +$589K +8,576 New
JG
178
Jefferies Group
New York
$584K -$56.4K -821 -9%
MDCM
179
Morgan Dempsey Capital Management
Wisconsin
$578K +$578K +8,418 New
GT
180
Glenmede Trust
Pennsylvania
$556K +$105K +1,532 +23%
HW
181
Hancock Whitney
Mississippi
$535K +$60.9K +888 +13%
RFC
182
Regions Financial Corp
Alabama
$534K -$27.5K -400 -5%
APFBOT
183
Amica Pension Fund Board of Trustees
Rhode Island
$532K – – –
PCM
184
Parsons Capital Management
Rhode Island
$526K +$35.1K +511 +7%
VKH
185
Virtu KCG Holdings
New York
$520K -$543K -7,911 -51%
YP
186
Yellowstone Partners
Idaho
$512K +$68.2K +993 +15%
CMANY
187
Capital Management Associates (New York)
New York
$491K – – –
VAM
188
Visium Asset Management
New York
$475K +$475K +6,916 New
Canada Life
189
Canada Life
Manitoba, Canada
$473K +$5.62K +82 +1%
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$466K -$49K -715 -10%
SCCM
191
Schafer Cullen Capital Management
New York
$460K +$110K +1,598 +31%
NERM
192
New England Research & Management
Illinois
$455K – – –
RJT
193
Raymond James Trust
Florida
$447K – – –
CB
194
Commerce Bank
Missouri
$442K – – –
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$435K +$49.3K +719 +13%
CAM
196
Columbia Asset Management
Michigan
$427K – – –
HPC
197
HM Payson & Co
Maine
$424K +$128K +1,869 +43%
CA
198
Cetera Advisors
Colorado
$423K +$106K +1,545 +33%
FC
199
Forte Capital
New York
$414K – – –
CCM
200
Cadence Capital Management
Massachusetts
$412K +$166K +2,413 +67%
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