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W.P. Carey
WPC

Overview Fund Activity

328 hedge funds and large institutions have $3.22B invested in W.P. Carey in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 29 closing their positions.

Holders
328
Holders Change
+11
Holders Change %
+3.47%
% of All Funds
8.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
43
Increased
121
Reduced
83
Closed
29
Calls
$21.2M
Puts
$9.3M
Net Calls
+$11.9M
Net Calls Change
+$15.3M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$928M
2
CGI
2
CI Global Investments
California
$41.7M
3
CC
3
Cannell & Co
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$21.7M
5
BIT
5
BlackRock Institutional Trust
California
$205M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$29.1M
2
CC
2
Carlson Capital
Texas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$40.7M
4
Norges Bank
4
Norges Bank
Norway
$31.4M
5
AAMU
5
APG Asset Management US
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NGA
176
Naples Global Advisors
Florida
$642K 9,440 +650 +7%
Canada Pension Plan Investment Board
177
Canada Pension Plan Investment Board
Ontario, Canada
$564K 8,300 +6,400 +337%
PCM
178
Parsons Capital Management
Rhode Island
$551K 8,100 +600 +8%
M&T Bank
179
M&T Bank
New York
$539K 7,937 +2,650 +50%
CAN
180
Cetera Advisor Networks
California
$538K 7,878 -12,674 -62%
WPP
181
Whalerock Point Partners
Rhode Island
$534K 7,855 +7,855 New
Canada Life
182
Canada Life
Manitoba, Canada
$533K 7,875 +1,120 +17%
RFC
183
Regions Financial Corp
Alabama
$517K 7,608 – –
APFBOT
184
Amica Pension Fund Board of Trustees
Rhode Island
$516K 7,583 – –
PA
185
Profund Advisors
Maryland
$492K 7,235 -1,507 -17%
HK
186
Horizon Kinetics
New York
$486K 7,150 -2,000 -22%
YP
187
Yellowstone Partners
Idaho
$484K 7,115 -187 -3%
CMANY
188
Capital Management Associates (New York)
New York
$476K 7,000 – –
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$467K 6,871 +663 +11%
CA
190
Cetera Advisors
Colorado
$465K 6,819 +788 +13%
TIM
191
Tortoise Investment Management
New York
$454K 6,671 +6,156 +1,195%
LWCFA
192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$452K 6,653 – –
DI
193
Diligent Investors
California
$447K 7,000 +7,000 New
SCCM
194
Schafer Cullen Capital Management
New York
$443K 6,520 -35 -0.5%
NERM
195
New England Research & Management
Illinois
$441K 6,484 – –
CB
196
Commerce Bank
Missouri
$428K 6,301 – –
RJT
197
Raymond James Trust
Florida
$420K 6,173 -190 -3%
CAM
198
Columbia Asset Management
Michigan
$414K 6,095 – –
Comerica Bank
199
Comerica Bank
Texas
$405K 5,948 -6,244 -51%
GT
200
Glenmede Trust
Pennsylvania
$404K 5,950 -2,000 -25%
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8
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