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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 %
REMPR
201
Roof Eidam Maycock Peralta (REMP)
California
$402K 5,913 -3,837 -39%
CCM
202
Covington Capital Management
California
$391K 5,750 – –
CCMD
203
Cypress Capital Management (Delaware)
Delaware
$378K 5,565 -2,835 -34%
Rafferty Asset Management
204
Rafferty Asset Management
New York
$376K 5,528 -10,677 -66%
MSFP
205
Mark Sheptoff Financial Planning
Connecticut
$365K 5,370 – –
FAAS
206
First Allied Advisory Services
California
$363K 5,358 -10,892 -67%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$351K 5,163 +471 +10%
PL
208
Parkwood LLC
Ohio
$350K 5,147 +14 +0.3%
WCM
209
Westend Capital Management
California
$349K 5,200 – –
SB
210
Suntrust Banks
Georgia
$348K 5,157 +5,157 New
GWCM
211
Godshalk Welsh Capital Management
Pennsylvania
$345K 5,075 – –
NFG
212
Noven Financial Group
Colorado
$342K 5,025 – –
AG
213
Aperio Group
California
$341K 5,011 +654 +15%
FC
214
FCA Corp
Texas
$340K 5,000 – –
SCM
215
Sterling Capital Management
North Carolina
$340K 5,000 +5,000 New
WT
216
Whittier Trust
California
$333K 4,900 +4,900 New
HPC
217
HM Payson & Co
Maine
$329K 4,842 -1,200 -20%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$327K 4,811 – –
PAM
219
Princeton Alpha Management
New Jersey
$324K 4,760 -10,112 -68%
PSUF
220
People's United Financial
Connecticut
$323K 4,746 +1,460 +44%
RIA
221
Regal Investment Advisors
Michigan
$321K 4,714 -82 -2%
FFSOTS
222
Fiduciary Financial Services of The Southwest
Texas
$318K 4,678 – –
SI
223
Stephens Inc
Arkansas
$317K 4,665 -113 -2%
DAC
224
Dividend Assets Capital
South Carolina
$306K 4,500 – –
MSS
225
Mitchell Sinkler & Starr
Pennsylvania
$296K 4,350 +4,350 New
7 8
9
10 11