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W.P. Carey

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$178K +$3.05K +49 +2%
SF
252
Synovus Financial
Georgia
$176K
DADC
253
D.A. Davidson & Co
Montana
$176K +$29.1K +466 +20%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$166K +$63.8K +1,021 +62%
MFS
255
MSI Financial Services
Massachusetts
$163K +$75.9K +1,214 +87%
BPBT
256
Boston Private Bank & Trust
Massachusetts
$159K
PCM
257
Prelude Capital Management
New York
$153K +$153K +2,450 New
WRM
258
Westport Resources Management
Connecticut
$150K
RNS
259
Robert N. Shapiro
$148K
WA
260
WFG Advisors
Texas
$139K -$264K -4,219 -66%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$132K +$33.5K +534 +34%
KT
262
Kanaly Trust
Texas
$125K
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
$121K +$19.1K +306 +19%
GGPS
264
Gary Goldberg Planning Services
New York
$111K
BKBG
265
BHF Kleinwort Benson Group
Belgium
$108K
EWM
266
Evercore Wealth Management
New York
$102K
1IC
267
1919 Investment Counsel
Maryland
$81K
ARMT
268
Amica Retiree Medical Trust
Rhode Island
$77K +$52.9K +843 +220%
PSC
269
Prentiss Smith & Co
Vermont
$64K
TSW
270
Thompson Siegel & Walmsley
Virginia
$64K +$64K +1,021 New
Zurich Cantonal Bank
271
Zurich Cantonal Bank
Switzerland
$61K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$57K -$13.2K -211 -19%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K
TRCT
274
Tower Research Capital (TRC)
New York
$54K +$54K +867 New
IGIM
275
I.G. Investment Management
Manitoba, Canada
$49K +$49K +786 New