WPC icon

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 %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$554K +$36.8K +590 +7%
Credit Agricole
177
Credit Agricole
France
$548K +$147K +2,349 +37%
NGA
178
Naples Global Advisors
Florida
$546K +$63.8K +1,021 +13%
FMBTD
179
First Midwest Bank Trust Division
Illinois
$544K -$44.7K -715 -8%
AAM
180
Aston Asset Management
Illinois
$541K +$216K +3,460 +67%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$536K +$211K +3,379 +65%
RFC
182
Regions Financial Corp
Alabama
$511K -$59.4K -950 -10%
FWIA
183
Fort Washington Investment Advisors
Ohio
$499K
APFBOT
184
Amica Pension Fund Board of Trustees
Rhode Island
$484K +$327K +5,224 +207%
PIM
185
Parasol Investment Management
Illinois
$475K -$44.7K -715 -9%
LWCFA
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$469K
PCM
187
Parsons Capital Management
Rhode Island
$446K -$9.55K -153 -2%
CMANY
188
Capital Management Associates (New York)
New York
$446K
HW
189
Hancock Whitney
Mississippi
$431K
Canada Life
190
Canada Life
Manitoba, Canada
$427K +$81.6K +1,302 +24%
NERM
191
New England Research & Management
Illinois
$413K -$12.7K -204 -3%
GT
192
Glenmede Trust
Pennsylvania
$410K -$134K -2,145 -25%
Comerica Bank
193
Comerica Bank
Texas
$410K
RJT
194
Raymond James Trust
Florida
$405K +$12.1K +194 +3%
YP
195
Yellowstone Partners
Idaho
$404K +$40.3K +645 +11%
CB
196
Commerce Bank
Missouri
$402K
PA
197
Profund Advisors
Maryland
$396K +$94.4K +1,511 +31%
NFG
198
Next Financial Group
Texas
$392K +$392K +6,282 New
PAG
199
Private Advisor Group
New Jersey
$389K -$51K -817 -12%
CAM
200
Columbia Asset Management
Michigan
$389K -$11.2K -179 -3%