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W.P. Carey
WPC

Overview Fund Activity

243 hedge funds and large institutions have $1.57B invested in W.P. Carey in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 17 closing their positions.

Holders
243
Holders Change
+15
Holders Change %
+6.58%
% of All Funds
7.06%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
77
Reduced
74
Closed
17
Calls
$15.5M
Puts
$5.44M
Net Calls
+$10M
Net Calls Change
+$226K

Top Buyers

1
BIT
1
BlackRock Institutional Trust
California
$115M
2
Brown Advisory
2
Brown Advisory
Maryland
$17.5M
3
MWNA
3
Marshall Wace North America
New York
$9.58M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$336M

Top Sellers

1
PC
1
Paulson & Co
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$10.6M
3
CC
3
Cannell & Co
New York
$46.2M
4
U
4
UBS
Switzerland
$80.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$83.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$336M 5,471,232 +131,834 +2%
BIT
2
BlackRock Institutional Trust
California
$115M 1,882,066 +248,888 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$107M 1,750,916 +155,054 +10%
Cohen & Steers
4
Cohen & Steers
New York
$83.3M 1,357,900 -145,252 -10%
U
5
UBS
Switzerland
$80.7M 1,315,198 -200,487 -13%
MG
6
Markel Group
Virginia
$58.5M 953,200 -200 -0%
BFA
7
BlackRock Fund Advisors
California
$47.1M 767,247 -67,708 -8%
CC
8
Cannell & Co
New York
$46.2M 752,945 -202,145 -21%
DC
9
Davenport & Co
Virginia
$45.1M 735,878 +25,923 +4%
State Street
10
State Street
Massachusetts
$44.8M 729,482 +14,703 +2%
Norges Bank
11
Norges Bank
Norway
$32.5M 529,220 – –
TA
12
Teachers Advisors
New York
$32.4M 527,389 -11,823 -2%
Northern Trust
13
Northern Trust
Illinois
$22.6M 368,467 +6,956 +2%
BG
14
BlackRock Group
United Kingdom
$22M 358,303 +35,658 +11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$19.4M 316,080 +2,050 +0.7%
Brown Advisory
16
Brown Advisory
Maryland
$17.5M 285,283 +179,059 +169%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.8M 273,982 +22,061 +9%
BAM
18
Berkshire Asset Management
Pennsylvania
$16.8M 273,572 +45,039 +20%
Morgan Stanley
19
Morgan Stanley
New York
$16.3M 265,838 +24,180 +10%
TCIM
20
TIAA CREF Investment Management
New York
$15.3M 250,144 -47,500 -16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.1M 246,869 -4,842 -2%
SOMRS
22
State of Michigan Retirement System
Michigan
$14.9M 243,000 – –
Asset Management One
23
Asset Management One
Japan
$11.7M 187,997 -18,730 -9%
REMS
24
Real Estate Management Services
$11.2M 181,800 -1,100 -0.6%
Bank of America
25
Bank of America
North Carolina
$10.6M 173,064 -319,574 -65%
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