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W.P. Carey

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
MCIM
176
Meadow Creek Investment Management
Georgia
$594K -$59.2K -972 -9%
NPC
177
National Planning Corporation
California
$593K -$54.8K -901 -8%
NEIRG
178
New England Investment & Retirement Group
Massachusetts
$591K
NFG
179
Noven Financial Group
Colorado
$585K
BFO
180
Boston Family Office
Massachusetts
$584K +$27K +444 +5%
ICOA
181
Investment Centers of America
North Dakota
$574K +$101K +1,669 +21%
CIC
182
Carnegie Investment Counsel
Ohio
$563K +$63.6K +1,051 +13%
DI
183
Diligent Investors
California
$560K +$2.92K +48 +0.5%
RFC
184
Regions Financial Corp
Alabama
$559K +$81.5K +1,340 +17%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$543K -$4.39K -72 -0.8%
SI
186
Stephens Inc
Arkansas
$510K +$69K +1,132 +16%
PTC
187
Private Trust Company
Ohio
$506K -$11.4K -187 -2%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$498K
CCM
189
Cadence Capital Management
Massachusetts
$493K -$131K -2,144 -21%
EP
190
Elkfork Partners
Oregon
$490K -$48.9K -801 -9%
TCM
191
Texan Capital Management
Texas
$486K -$462K
FMBTD
192
First Midwest Bank Trust Division
Illinois
$485K +$42.4K +695 +10%
AAM
193
Advisors Asset Management
Colorado
$479K +$219K +3,592 +84%
GH
194
GAM Holding
Switzerland
$467K +$14.9K +245 +3%
SBIA
195
Sheaff Brock Investment Advisors
Indiana
$465K +$111K +1,824 +31%
SEI Investments
196
SEI Investments
Pennsylvania
$454K -$6.15K -101 -1%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$449K -$98.1K -1,609 -18%
MA
198
Marshwinds Advisory
Georgia
$447K
CCM
199
Coldstream Capital Management
Washington
$445K +$445K +7,301 New
CMANY
200
Capital Management Associates (New York)
New York
$436K