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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 %
VKH
151
Virtu KCG Holdings
New York
$968K -$308K -4,925 -24%
DD
152
Dominick & Dominick
New York
$931K
UCFA
153
United Capital Financial Advisors
Texas
$929K -$206K -3,301 -18%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$899K +$249K +3,982 +38%
ABC
155
Associated Banc-Corp
Wisconsin
$861K
ADBIC
156
A.D. Beadell Investment Counsel
Wisconsin
$851K
BAS
157
Brown Advisory Securities
Maryland
$834K -$6.21K -99 -0.7%
Tudor Investment Corp
158
Tudor Investment Corp
Connecticut
$826K +$826K +13,220 New
CGT
159
Capital Guardian Trust
California
$823K
FIM
160
Friedberg Investment Management
Texas
$816K +$816K +13,079 New
WS
161
Wedbush Securities
California
$814K
PO
162
Private Ocean
California
$813K -$314K -5,021 -28%
NEIRG
163
New England Investment & Retirement Group
Massachusetts
$748K
SCA
164
Strategic Capital Alternatives
United States
$742K +$742K +11,877 New
RA
165
RMR Advisors
Massachusetts
$701K
CG
166
Clinton Group
New York
$701K +$701K +11,223 New
Rafferty Asset Management
167
Rafferty Asset Management
New York
$667K +$366K +5,869 +122%
BA
168
BlackRock Advisors
Delaware
$661K +$69.1K +1,107 +12%
VLKIM
169
Van Lanschot Kempen Investment Management
Netherlands
$656K
AMI
170
Amica Mutual Insurance
Rhode Island
$653K +$501K +8,016 +329%
M&T Bank
171
M&T Bank
New York
$630K +$630K +10,096 New
Creative Planning
172
Creative Planning
Kansas
$618K +$260K +4,159 +73%
HI
173
Honeywell International
North Carolina
$605K +$605K +9,679 New
HK
174
Horizon Kinetics
New York
$583K +$6.37K +102 +1%
JG
175
Jefferies Group
New York
$582K +$352K +5,637 +153%