WPC icon

W.P. Carey

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
251
Truist Financial
North Carolina
$201K +$201K +2,933 New
SAMC
252
Shinko Asset Management Company
Japan
$196K -$28K -408 -12%
BPBT
253
Boston Private Bank & Trust
Massachusetts
$193K +$17.5K +255 +10%
Teacher Retirement System of Texas
254
Teacher Retirement System of Texas
Texas
$191K -$32.9K -478 -15%
WRM
255
Westport Resources Management
Connecticut
$165K
RNS
256
Robert N. Shapiro
$163K
WA
257
WFG Advisors
Texas
$150K -$2.61K -38 -2%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$150K +$5.22K +76 +4%
KT
259
Kanaly Trust
Texas
$138K
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$133K
PCM
261
Prelude Capital Management
New York
$126K -$42K -612 -25%
GGPS
262
Gary Goldberg Planning Services
New York
$122K
MFS
263
MSI Financial Services
Massachusetts
$119K -$60.6K -880 -34%
BKBG
264
BHF Kleinwort Benson Group
Belgium
$119K
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$108K +$45.4K +660 +72%
TFA
266
Transamerica Financial Advisors
Florida
$99K +$99K +1,435 New
CPIG
267
Chicago Partners Investment Group
Illinois
$98K +$98K +1,426 New
GWA
268
Genesis Wealth Advisors
Massachusetts
$95.3K +$95.3K +1,407 New
EWM
269
Evercore Wealth Management
New York
$91K -$21.1K -307 -19%
IGIM
270
I.G. Investment Management
Manitoba, Canada
$91K +$37K +538 +68%
ARMT
271
Amica Retiree Medical Trust
Rhode Island
$84K
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$84K +$17.1K +251 +26%
HNB
273
Huntington National Bank
Ohio
$74K +$74K +1,073 New
NFG
274
Next Financial Group
Texas
$70K -$361K -5,261 -84%
TSW
275
Thompson Siegel & Walmsley
Virginia
$70K