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W.P. Carey

338 hedge funds and large institutions have $3.45B invested in W.P. Carey in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
338
Holders Change
+22
Holders Change %
+6.96%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
49
Increased
112
Reduced
93
Closed
23
Calls
$7.07M
Puts
$9.45M
Net Calls
-$2.37M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
276
Ropes Wealth Advisors
Massachusetts
$137K
WT
277
Whittier Trust
California
$133K -$160K -2,757 -55%
TFA
278
Transamerica Financial Advisors
Florida
$127K
GXMC
279
Global X Management Company
New York
$125K +$20K +345 +19%
PO
280
Private Ocean
California
$124K
KT
281
Kanaly Trust
Texas
$116K
Victory Capital Management
282
Victory Capital Management
Texas
$116K +$62K +1,069 +115%
CG
283
Cutler Group
California
$110K +$110K +1,908 New
AWM
284
AllSquare Wealth Management
New York
$106K +$47.1K +817 +80%
BAM
285
Bruderman Asset Management
New York
$103K
AF
286
Allworth Financial
California
$102K -$103K
KKAMG
287
Kernodle & Katon Asset Management Group
Arkansas
$95K +$95K +1,641 New
SIM
288
Sonora Investment Management
Arizona
$92K
EFSCE
289
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$89K +1,532 New
SF
290
Synovus Financial
Georgia
$86K
CPIG
291
Chicago Partners Investment Group
Illinois
$82K
KF
292
Krilogy Financial
Missouri
$80K
EWM
293
Evercore Wealth Management
New York
$72K -$4.87K -84 -6%
PCM
294
Penserra Capital Management
California
$72K +$72K +1,241 New
ARMT
295
Amica Retiree Medical Trust
Rhode Island
$71K
HNB
296
Huntington National Bank
Ohio
$62K
CFA
297
Carroll Financial Associates
North Carolina
$60K
PSC
298
Prentiss Smith & Co
Vermont
$59K
PAM
299
Panagora Asset Management
Massachusetts
$59K
TSW
300
Thompson Siegel & Walmsley
Virginia
$59K