WPC icon

W.P. Carey

284 hedge funds and large institutions have $2.63B invested in W.P. Carey in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+17
Holders Change %
+6.37%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
40
Increased
109
Reduced
66
Closed
21
Calls
$8.82M
Puts
$4.87M
Net Calls
+$3.96M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
1IC
251
1919 Investment Counsel
Maryland
$82K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$71K +$71K +1,122 New
PSC
253
Prentiss Smith & Co
Vermont
$64K
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$62K +$17.3K +273 +39%
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$60K -$73.6K -1,168 -55%
JFGIW
256
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K -$52.8K -833 -49%
HDIM
257
Hanson & Doremus Investment Management
Vermont
$48K
CCS
258
Crosspoint Capital Strategies
California
$47K
TFA
259
Transamerica Financial Advisors
Florida
$46K +$46K +715 New
WA
260
WealthTrust-Arizona
Arizona
$43K
CTC
261
Central Trust Company
Missouri
$42K
EWM
262
Elite Wealth Management
Washington
$39K
SSG
263
Summit Securities Group
New York
$39K +$39K +613 New
WAS
264
Winch Advisory Services
Wisconsin
$37K +$503 +8 +1%
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$35K
FMB
266
Field & Main Bank
Kentucky
$35K +$35K +562 New
SAM
267
Solaris Asset Management
New York
$32K
TWA
268
TCI Wealth Advisors
Arizona
$32K
MA
269
MUFG Americas
New York
$32K
MAS
270
Madden Advisory Services
Florida
$30K
MA
271
MCF Advisors
Kentucky
$30K
QAM
272
QCI Asset Management
New York
$30K
CFA
273
Carroll Financial Associates
North Carolina
$28K +$28K +441 New
TF
274
Tompkins Financial
New York
$26K
ARMT
275
Amica Retiree Medical Trust
Rhode Island
$24K