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W.P. Carey
WPC

Overview Fund Activity

308 hedge funds and large institutions have $2.93B invested in W.P. Carey in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 70 reducing their positions, and 18 closing their positions.

Holders
308
Holders Change
+24
Holders Change %
+8.45%
% of All Funds
8.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
43
Increased
123
Reduced
70
Closed
18
Calls
$7.95M
Puts
$8.28M
Net Calls
-$331K
Net Calls Change
-$4.29M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$309M
2
American Century Companies
2
American Century Companies
Missouri
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$51.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$781M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$44.1M
2
AAMU
2
APG Asset Management US
New York
$26.6M
3
CC
3
Cannell & Co
New York
$29.8M
4
KBC Group
4
KBC Group
Belgium
$1.57M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$781M 12,245,427 +382,694 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$309M 4,843,653 +742,700 +18%
BIT
3
BlackRock Institutional Trust
California
$169M 2,645,812 +130,710 +5%
U
4
UBS
Switzerland
$123M 1,935,304 +201,193 +12%
BFA
5
BlackRock Fund Advisors
California
$87.7M 1,375,445 +208,530 +18%
State Street
6
State Street
Massachusetts
$79.7M 1,249,109 +5,422 +0.4%
DC
7
Davenport & Co
Virginia
$72.3M 1,133,927 +17,562 +2%
MG
8
Markel Group
Virginia
$60.6M 950,200 – –
Morgan Stanley
9
Morgan Stanley
New York
$51.5M 807,840 +459,189 +132%
TA
10
Teachers Advisors
New York
$44.5M 697,795 +6,956 +1%
Norges Bank
11
Norges Bank
Norway
$44.1M 691,564 -691,564 -50%
Northern Trust
12
Northern Trust
Illinois
$40.8M 639,389 +134,004 +27%
PSAMP
13
P. Schoenfeld Asset Management (PSAM)
New York
$40.7M 638,545 +171,645 +37%
BG
14
BlackRock Group
United Kingdom
$38.1M 598,023 +19,120 +3%
American Century Companies
15
American Century Companies
Missouri
$35.5M 556,276 +556,276 New
Brown Advisory
16
Brown Advisory
Maryland
$35.1M 550,756 +37,495 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$31.2M 489,529 +178,499 +57%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$31.1M 487,342 +128,826 +36%
FM
19
Forward Management
California
$31M 486,654 +90,880 +23%
CC
20
Cannell & Co
New York
$29.8M 467,465 -106,700 -19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$29.3M 458,724 +49,335 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$26.8M 420,389 +12,046 +3%
AAMU
23
APG Asset Management US
New York
$26.6M 417,465 -117,935 -22%
Marshall Wace
24
Marshall Wace
United Kingdom
$24.3M 381,416 +381,416 New
BAM
25
Berkshire Asset Management
Pennsylvania
$18.7M 293,288 +31,884 +12%
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