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W.P. Carey

228 hedge funds and large institutions have $8.86B invested in W.P. Carey in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
68
Reduced
75
Closed
20
Calls
$19.3M
Puts
$9.48M
Net Calls
+$9.82M
Net Calls Change
+$6.69M
Name Market Value Shares Shares
Change
Shares
Change %
WRM
201
Westport Resources Management
Connecticut
$93K 1,441
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$91K 1,400 -100 -7%
Canada Life
203
Canada Life
Manitoba, Canada
$90K 1,400 +1,400 New
1IC
204
1919 Investment Counsel
Maryland
$82K 1,260 -360 -22%
PTC
205
Private Trust Company
Ohio
$81K 1,255
HNB
206
Huntington National Bank
Ohio
$68K 1,051
PSC
207
Prentiss Smith & Co
Vermont
$65K 1,000
SF
208
Synovus Financial
Georgia
$65K 1,000
HDIM
209
Hanson & Doremus Investment Management
Vermont
$49K 750 +750 New
SSB
210
Sandy Spring Bank
Maryland
$41K 635
RIA
211
Regal Investment Advisors
Michigan
$41K 638 +198 +45%
EWM
212
Elite Wealth Management
Washington
$39K 600
TF
213
Trutina Financial
Washington
$38K 581 +581 New
KTC
214
Kistler-Tiffany Companies
Pennsylvania
$36K 551
TWA
215
TCI Wealth Advisors
Arizona
$32K 500 -35 -7%
MA
216
MUFG Americas
New York
$32K 500
MAS
217
Madden Advisory Services
Florida
$30K 465
MA
218
MCF Advisors
Kentucky
$30K 505 +505 New
S
219
SignatureFD
Georgia
$29K 441
CFA
220
Carroll Financial Associates
North Carolina
$27K 432
FNBT
221
FineMark National Bank & Trust
Florida
$26K 400
TF
222
Tompkins Financial
New York
$26K 405
Canada Pension Plan Investment Board
223
Canada Pension Plan Investment Board
Ontario, Canada
$26K 400 +400 New
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$18K 280
SFSIG
225
San Francisco Sentry Investment Group
California
$18K 272