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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.

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
1
Vanguard Group
Pennsylvania
$719M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M
3
Millennium Management
3
Millennium Management
New York
$61.4M
4
AAMU
4
APG Asset Management US
New York
$30.9M
5
PSAMP
5
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
TCIM
2
TIAA CREF Investment Management
New York
$5.24M
3
REMS
3
Real Estate Management Services
$4.3M
4
PG
4
PEAK6 Group
Illinois
$0
5
IG
5
ING Group
Netherlands
$991K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$719M 11,962,460 +6,491,228 +119%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$196M 3,255,716 +1,504,800 +86%
BIT
3
BlackRock Institutional Trust
California
$137M 2,283,834 +401,768 +21%
U
4
UBS
Switzerland
$88.1M 1,466,353 +151,155 +11%
Millennium Management
5
Millennium Management
New York
$61.4M 1,022,072 +894,407 +701%
MG
6
Markel Group
Virginia
$57.1M 950,200 -3,000 -0.3%
DC
7
Davenport & Co
Virginia
$56.4M 939,124 +203,246 +28%
BFA
8
BlackRock Fund Advisors
California
$51.5M 857,132 +89,885 +12%
State Street
9
State Street
Massachusetts
$48.8M 812,676 +83,194 +11%
CC
10
Cannell & Co
New York
$45M 749,360 -3,585 -0.5%
Norges Bank
11
Norges Bank
Norway
$40M 666,264 +137,044 +26%
TA
12
Teachers Advisors
New York
$38.7M 644,188 +116,799 +22%
AAMU
13
APG Asset Management US
New York
$30.9M 514,000 +454,000 +757%
Brown Advisory
14
Brown Advisory
Maryland
$30.4M 505,365 +220,082 +77%
BG
15
BlackRock Group
United Kingdom
$30.2M 502,298 +143,995 +40%
Northern Trust
16
Northern Trust
Illinois
$30M 499,032 +130,565 +35%
PSAMP
17
P. Schoenfeld Asset Management (PSAM)
New York
$25.7M 427,900 +427,900 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$25.6M 426,204 +179,335 +73%
Morgan Stanley
19
Morgan Stanley
New York
$22.6M 375,644 +109,806 +41%
PP
20
PDT Partners
New York
$19.4M 322,933 +322,933 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.4M 322,758 +6,678 +2%
FM
22
Forward Management
California
$18.1M 302,112 +302,112 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$17.4M 289,269 +15,287 +6%
BAM
24
Berkshire Asset Management
Pennsylvania
$15.9M 264,813 -8,759 -3%
CCM
25
Clovis Capital Management
New York
$15.3M 254,000 +254,000 New
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