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W.P. Carey

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$1.64M +$1.64M +24,778 New
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$1.6M +$169K +2,553 +12%
URS
128
Utah Retirement Systems
Utah
$1.6M +$6.73K +102 +0.4%
SW
129
SVB Wealth
Massachusetts
$1.55M -$123K -1,863 -7%
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$1.53M +$216K +3,267 +16%
GCA
131
GSI Capital Advisors
California
$1.46M
State of Wisconsin Investment Board
132
State of Wisconsin Investment Board
Wisconsin
$1.45M +$29.8K +452 +2%
Creative Planning
133
Creative Planning
Kansas
$1.42M -$117K -1,767 -8%
I2I
134
Insight 2811 Inc
Illinois
$1.38M -$27K -409 -2%
SI
135
Stephens Inc
Arkansas
$1.32M +$573K +8,686 +76%
AB
136
Amalgamated Bank
New York
$1.28M -$5.74K -87 -0.4%
TYCC
137
Texas Yale Capital Corp
Florida
$1.27M +$264 +4 +0%
AG
138
Advisor Group
Arizona
$1.21M -$86.7K -1,313 -7%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$1.19M +$133K +2,016 +13%
PHIMC
140
Private Harbour Investment Management & Counsel
Ohio
$1.18M -$47.2K -715 -4%
Principal Financial Group
141
Principal Financial Group
Iowa
$1.14M -$133K -2,015 -10%
CCM
142
Coldstream Capital Management
Washington
$1.13M +$8.84K +134 +0.8%
AQR Capital Management
143
AQR Capital Management
Connecticut
$1.08M +$196K +2,966 +22%
ERSOT
144
Employees Retirement System of Texas
Texas
$1.08M
EVM
145
Eaton Vance Management
Massachusetts
$1.07M -$25.5K -386 -2%
Barclays
146
Barclays
United Kingdom
$1.06M -$246K -3,719 -19%
LWCFA
147
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.06M +$742K +11,253 +237%
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
$1.03M +$896K +13,341 +669%
Mitsubishi UFJ Asset Management
149
Mitsubishi UFJ Asset Management
Japan
$1.03M -$62.4K -946 -6%
JWM
150
Jacobus Wealth Management
Wisconsin
$1.03M