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W.P. Carey

327 hedge funds and large institutions have $2.79B invested in W.P. Carey in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 123 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
33
Increased
123
Reduced
100
Closed
31
Calls
$21.8M
Puts
$12.4M
Net Calls
+$9.46M
Net Calls Change
-$2.47M
Name Market Value Shares Shares
Change
Shares
Change %
HNB
276
Huntington National Bank
Ohio
$62K 1,051
Victory Capital Management
277
Victory Capital Management
Texas
$61K 1,025 +1,025 New
TSW
278
Thompson Siegel & Walmsley
Virginia
$59K 1,000
TWA
279
TCI Wealth Advisors
Arizona
$59K 1,000
PSC
280
Prentiss Smith & Co
Vermont
$59K 1,000
CFA
281
Carroll Financial Associates
North Carolina
$55K 932 +25 +3%
BRWM
282
B. Riley Wealth Management
Tennessee
$52K 891 +504 +130%
JFGIW
283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K 850
SFWA
284
Summit Financial Wealth Advisors
Louisiana
$49K 839
MCA
285
Mercer Capital Advisers
New Jersey
$46K 775
QAM
286
QCI Asset Management
New York
$43K 725
SEI Investments
287
SEI Investments
Pennsylvania
$42K 722 +34 +5%
QT
288
Quantbot Technologies
New York
$41K 710 +464 +189%
WA
289
WealthTrust-Arizona
Arizona
$40K 673
CTC
290
Central Trust Company
Missouri
$39K 656
FCM
291
Frontier Capital Management
Massachusetts
$38K 649 +23 +4%
SAM
292
Solaris Asset Management
New York
$35K 600
BCM
293
Brookstone Capital Management
Illinois
$33K 557 +557 New
HDIM
294
Hanson & Doremus Investment Management
Vermont
$32K 550
UFA
295
US Financial Advisors
Massachusetts
$32K 545
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$32K 551
NFG
297
Next Financial Group
Texas
$32K 550
GWS
298
Glassman Wealth Services
Virginia
$32K 545
OC
299
Oakworth Capital
Alabama
$31K 501 +501 New
MA
300
MCF Advisors
Kentucky
$30K 505