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W.P. Carey
WPC

Overview Fund Activity

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$288M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$25.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$816M
5
Goldman Sachs
Goldman Sachs
New York
$70.7M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$571M
2
FM
Forward Management
California
$5.9M
3
UBS Group
UBS Group
Switzerland
$106M
4
Franklin Resources
Franklin Resources
California
$3.4M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
201
KeyBank National Association
Ohio
$373K +$6.7K +116 +2%
WEC
202
Winslow Evans & Crocker
Massachusetts
$372K +$29.5K +510 +9%
JG
203
Jefferies Group
New York
$369K +$11.1K +192 +3%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$364K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$363K -$72.9K -1,261 -17%
CAM
206
Columbia Asset Management
Michigan
$360K +$360K +6,223 New
AIA
207
Allegis Investment Advisors
Idaho
$357K +$357K +6,170 New
PA
208
Profund Advisors
Maryland
$355K +$54.3K +940 +18%
SCCM
209
Schafer Cullen Capital Management
New York
$354K -$27.7K -480 -7%
ST
210
Semper Trust
Pennsylvania
$354K +$354K +6,126 New
SB
211
Suntrust Banks
Georgia
$353K +$35.8K +625 +11%
HW
212
Hancock Whitney
Mississippi
$349K -$95.6K -1,654 -22%
FC
213
Forte Capital
New York
$348K – – –
WPP
214
Whalerock Point Partners
Rhode Island
$346K -$71.4K -1,236 -17%
CCM
215
Covington Capital Management
California
$339K – – –
CCS
216
Crosspoint Capital Strategies
California
$336K +$336K +4,897 New
DDC
217
DF Dent & Co
Maryland
$334K +$1.16K +20 +0.3%
JHIU
218
Janus Henderson Investors US
Colorado
$330K -$94.2K -1,633 -22%
GIA
219
Guyasuta Investment Advisors
Pennsylvania
$324K – – –
PP
220
Paloma Partners
Connecticut
$320K -$227K -3,941 -42%
SAMC
221
Shinko Asset Management Company
Japan
$319K -$29.6K -511 -8%
MCM
222
Maple Capital Management
Vermont
$311K +$20.7K +358 +7%
WCM
223
Westend Capital Management
California
$307K – – –
BJ
224
BlackRock Japan
Japan
$301K +$92.7K +1,604 +44%
RIL
225
Rothschild Investment LLC
Illinois
$299K – – –
7 8
9
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