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W.P. Carey
WPC

Overview Fund Activity

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M

Top Buyers

1
FM
Forward Management
California
$19.4M
2
Goldman Sachs
Goldman Sachs
New York
$57.6M
3
CNB
City National Bank
California
$14.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$62M
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$13.8M

Top Sellers

1
CC
Cannell & Co
New York
$21.8M
2
Deutsche Bank
Deutsche Bank
Germany
$12.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$781M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
176
BB&T Securities
Virginia
$465K – – –
TCM
177
Texan Capital Management
Texas
$452K +$452K +7,977 New
APFBOT
178
Amica Pension Fund Board of Trustees
Rhode Island
$438K – – –
HW
179
Hancock Whitney
Mississippi
$436K +$436K +7,693 New
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$427K -$3.61M -63,814 -89%
CB
181
Commerce Bank
Missouri
$420K +$48.5K +857 +13%
Comerica Bank
182
Comerica Bank
Texas
$418K -$369K -6,525 -47%
M&T Bank
183
M&T Bank
New York
$418K -$63.9K -1,128 -13%
JHIU
184
Janus Henderson Investors US
Colorado
$416K -$1.28M -22,564 -75%
WPP
185
Whalerock Point Partners
Rhode Island
$409K -$50.5K -893 -11%
CMANY
186
Capital Management Associates (New York)
New York
$405K – – –
HB
187
Homrich & Berg
Georgia
$394K -$39.4K -696 -9%
SCM
188
Segantii Capital Management
Hong Kong
$382K +$382K +6,739 New
NERM
189
New England Research & Management
Illinois
$375K – – –
SCCM
190
Schafer Cullen Capital Management
New York
$374K – – –
KeyBank National Association
191
KeyBank National Association
Ohio
$359K +$359K +6,339 New
Millennium Management
192
Millennium Management
New York
$358K -$5.65M -99,760 -94%
LH
193
Lebenthal Holdings
New York
$356K +$25.7K +454 +8%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$356K +$57.8K +1,021 +19%
RJT
195
Raymond James Trust
Florida
$351K – – –
JG
196
Jefferies Group
New York
$351K +$170K +3,004 +94%
CA
197
Cetera Advisors
Colorado
$350K -$31.1K -549 -8%
LWCFA
198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K – – –
MSS
199
Mitchell Sinkler & Starr
Pennsylvania
$344K – – –
SAMC
200
Shinko Asset Management Company
Japan
$341K -$63.6K -1,123 -16%
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