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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.

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 %
Comerica Bank
176
Comerica Bank
Texas
$415K -$692K -10,955 -63%
WA
177
WFG Advisors
Texas
$406K -$56.7K -899 -12%
Credit Agricole
178
Credit Agricole
France
$406K -$25.8K -409 -6%
CB
179
Commerce Bank
Missouri
$406K +$406K +6,433 New
CAM
180
Columbia Asset Management
Michigan
$404K
RJT
181
Raymond James Trust
Florida
$397K +$115K +1,819 +41%
GIA
182
Granite Investment Advisors
New Hampshire
$393K
SMDAM
183
Sumitomo Mitsui DS Asset Management
Japan
$375K -$258K -4,084 -41%
MSFP
184
Mark Sheptoff Financial Planning
Connecticut
$372K -$96.7K -1,532 -21%
CCM
185
Covington Capital Management
California
$368K -$112K -1,787 -23%
YP
186
Yellowstone Partners
Idaho
$367K +$20.8K +329 +6%
Creative Planning
187
Creative Planning
Kansas
$362K +$56.3K +891 +18%
Canada Life
188
Canada Life
Manitoba, Canada
$347K
WCM
189
Westend Capital Management
California
$346K
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$328K
AAM
191
Aston Asset Management
Illinois
$328K +$21.2K +337 +7%
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$328K +$28.3K +449 +9%
NFG
193
Noven Financial Group
Colorado
$324K
SCCM
194
Schafer Cullen Capital Management
New York
$324K
FC
195
FCA Corp
Texas
$322K +$322K +5,105 New
OAM
196
Orinda Asset Management
California
$316K +$316K +5,003 New
WAM
197
World Asset Management
Michigan
$310K +$19.1K +302 +7%
WSTAM
198
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$310K +4,912 New
BRWA
199
B. Riley Wealth Advisors
Florida
$307K +$174K +5,472 +131%
PA
200
Profund Advisors
Maryland
$304K +$67.3K +1,068 +28%