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W.P. Carey

284 hedge funds and large institutions have $2.63B invested in W.P. Carey in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+17
Holders Change %
+6.37%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
40
Increased
109
Reduced
66
Closed
21
Calls
$8.82M
Puts
$4.87M
Net Calls
+$3.96M
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Shares
Change %
SCG
151
Strategic Capital Group
Washington
$749K +$749K +11,877 New
GCA
152
Gideon Capital Advisors
New York
$721K +$721K +11,432 New
RA
153
RMR Advisors
Massachusetts
$709K +$387K +6,126 +120%
VLKIM
154
Van Lanschot Kempen Investment Management
Netherlands
$662K +$662K +10,499 New
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$657K -$6.44K -102 -1%
BA
156
BlackRock Advisors
Delaware
$598K
FMBTD
157
First Midwest Bank Trust Division
Illinois
$594K +$594K +9,419 New
HK
158
Horizon Kinetics
New York
$583K +$216K +3,420 +59%
RFC
159
Regions Financial Corp
Alabama
$575K +$70.4K +1,116 +14%
Millennium Management
160
Millennium Management
New York
$574K -$65.3M -1,034,440 -99%
Two Sigma Advisers
161
Two Sigma Advisers
New York
$554K +$554K +8,781 New
GT
162
Glenmede Trust
Pennsylvania
$549K +$135K +2,145 +33%
PIM
163
Parasol Investment Management
Illinois
$525K +$525K +8,321 New
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$523K +$230K +3,655 +79%
Prudential Financial
165
Prudential Financial
New Jersey
$517K +$517K +8,199 New
SCM
166
Stevens Capital Management
Pennsylvania
$510K -$1.31M -20,700 -72%
FWIA
167
Fort Washington Investment Advisors
Ohio
$504K +$32.2K +510 +7%
NGA
168
Naples Global Advisors
Florida
$487K +$118K +1,864 +32%
QT
169
Quantbot Technologies
New York
$482K +$392K +6,225 +436%
LWCFA
170
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$474K
PCM
171
Parsons Capital Management
Rhode Island
$460K
CMANY
172
Capital Management Associates (New York)
New York
$451K
PAG
173
Private Advisor Group
New Jersey
$445K -$38.7K -614 -8%
HW
174
Hancock Whitney
Mississippi
$436K
NERM
175
New England Research & Management
Illinois
$430K +$169K +2,689 +65%