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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 %
HDIM
276
Hanson & Doremus Investment Management
Vermont
$48K
CCS
277
Crosspoint Capital Strategies
California
$45K
WA
278
WealthTrust-Arizona
Arizona
$43K
CTC
279
Central Trust Company
Missouri
$42K
EWM
280
Elite Wealth Management
Washington
$38K
SAM
281
Solaris Asset Management
New York
$38K +$6.32K +102 +20%
WAS
282
Winch Advisory Services
Wisconsin
$37K +$496 +8 +1%
FMB
283
Field & Main Bank
Kentucky
$35K
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$35K
Envestnet Asset Management
285
Envestnet Asset Management
Illinois
$34K -$25.2K -405 -43%
TWA
286
TCI Wealth Advisors
Arizona
$32K
MA
287
MUFG Americas
New York
$32K
LNB
288
Ledyard National Bank
$32K +$32K +511 New
FCM
289
Frontier Capital Management
Massachusetts
$31K +$31K +500 New
MAS
290
Madden Advisory Services
Florida
$30K
MA
291
MCF Advisors
Kentucky
$30K
CFA
292
Carroll Financial Associates
North Carolina
$28K -$64 -1 -0.2%
BNP Paribas Financial Markets
293
BNP Paribas Financial Markets
France
$27.3K -$128K -2,051 -82%
M
294
MOTCO
Texas
$27K +$27K +427 New
TF
295
Tompkins Financial
New York
$26K
QAM
296
QCI Asset Management
New York
$25K -$5.28K -83 -17%
BRWM
297
B. Riley Wealth Management
Tennessee
$24K +$248 +4 +1%
DBT
298
Dubuque Bank & Trust
Iowa
$19K
FMP
299
Financial Management Professionals
Texas
$18K
SFSIG
300
San Francisco Sentry Investment Group
California
$17K