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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 %
BRWA
201
B. Riley Wealth Advisors
Florida
$245K +$18K +307 +8%
WIC
202
Whitegate Investment Counselors
New Hampshire
$244K +$244K +4,007 New
NERM
203
New England Research & Management
Illinois
$243K +$5.99K +102 +3%
GL
204
GLG LLC
New York
$232K +$232K +3,937 New
JIC
205
Joel Isaacson & Co
New York
$226K +$226K +3,837 New
B
206
Baird
Wisconsin
$223K +$223K +3,786 New
PA
207
Profund Advisors
Maryland
$221K +$11.3K +192 +5%
SB
208
Suntrust Banks
Georgia
$221K +$221K +3,783 New
BC
209
Burney Company
Virginia
$220K -$94.3K -1,602 -30%
PM
210
Parametrica Management
Hong Kong
$220K +$220K +3,745 New
VFS
211
VSR Financial Services
Kansas
$200K +$200K +3,406 New
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$197K +$128K +2,182 +187%
SAMC
213
Shinko Asset Management Company
Japan
$180K +$12K +204 +7%
PTC
214
Private Trust Company
Ohio
$180K +$105K +1,783 +139%
WEC
215
Winslow Evans & Crocker
Massachusetts
$168K – – –
BCI
216
Brinker Capital Investments
Pennsylvania
$167K -$37K -628 -18%
BPBT
217
Boston Private Bank & Trust
Massachusetts
$150K – – –
APFBOT
218
Amica Pension Fund Board of Trustees
Rhode Island
$148K – – –
AMI
219
Amica Mutual Insurance
Rhode Island
$143K – – –
WRM
220
Westport Resources Management
Connecticut
$142K +$55.1K +934 +63%
RNS
221
Robert N. Shapiro
$140K – – –
DADC
222
D.A. Davidson & Co
Montana
$137K -$13.7K -233 -9%
Envestnet Asset Management
223
Envestnet Asset Management
Illinois
$125K +$120K +2,037 +2,454%
PVH
224
Psagot Value Holdings
Israel
$124K -$31.3K -532 -20%
MFS
225
MSI Financial Services
Massachusetts
$120K +$70.8K +1,203 +144%
7 8
9
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