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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.

New
Increased
Maintained
Reduced
Closed
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 %
FNBT
151
FineMark National Bank & Trust
Florida
$992K -$5.61K -85 -0.6%
HI
152
Honeywell International
North Carolina
$981K +$213K +3,231 +28%
First Manhattan
153
First Manhattan
New York
$970K -$7.79K -118 -0.8%
ABC
154
Associated Banc-Corp
Wisconsin
$910K
SEI Investments
155
SEI Investments
Pennsylvania
$905K +$26.1K +395 +3%
SPC
156
Sigma Planning Corp
Michigan
$875K +$423K +6,402 +93%
ZAM
157
Zevin Asset Management
Massachusetts
$872K +$872K +13,207 New
BAS
158
Brown Advisory Securities
Maryland
$843K -$29.6K -448 -3%
PCM
159
Parsons Capital Management
Rhode Island
$837K
Jacobs Levy Equity Management
160
Jacobs Levy Equity Management
New Jersey
$836K +$836K +12,660 New
CA
161
Cetera Advisors
Colorado
$821K +$3.27K +50 +0.4%
Canada Life
162
Canada Life
Manitoba, Canada
$812K
FWIA
163
Fort Washington Investment Advisors
Ohio
$804K +$60.6K +918 +8%
BFO
164
Boston Family Office
Massachusetts
$776K +$128K +1,940 +20%
LTI
165
Laffer Tengler Investments
Tennessee
$773K -$24.3K -368 -3%
WEC
166
Winslow Evans & Crocker
Massachusetts
$770K -$942K -14,280 -55%
ASN
167
Advisory Services Network
Georgia
$765K +$264 +4 +0%
BFEC
168
Benjamin F. Edwards & Company
Missouri
$749K
HK
169
Horizon Kinetics
New York
$739K
BFS
170
Bradley Foster & Sargent
Connecticut
$736K -$210K -3,176 -22%
Russell Investments Group
171
Russell Investments Group
United Kingdom
$721K +$50.2K +760 +7%
BTIS
172
BB&T Investment Services
North Carolina
$713K +$283K +4,294 +66%
NPC
173
National Planning Corporation
California
$703K -$5.41K -82 -0.8%
Comerica Bank
174
Comerica Bank
Texas
$701K +$32.7K +489 +5%
Mariner
175
Mariner
Kansas
$674K