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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 %
Rafferty Asset Management
201
Rafferty Asset Management
New York
$304K +$304K +4,814 New
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$302K
FFSOTS
203
Fiduciary Financial Services of The Southwest
Texas
$301K
HPC
204
HM Payson & Co
Maine
$301K +$29.9K +475 +11%
DAC
205
Dividend Assets Capital
South Carolina
$290K
RFC
206
Russell Frank Company
Washington
$282K -$144K -2,223 -34%
Manulife (Manufacturers Life Insurance)
207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K +$8.42K +133 +3%
GIA
208
Guyasuta Investment Advisors
Pennsylvania
$273K
SYBT
209
Stock Yards Bank & Trust
Kentucky
$270K
GAM
210
Garrison Asset Management
Arkansas
$268K
BJ
211
BlackRock Japan
Japan
$256K -$61.1K -970 -19%
B
212
Barings
North Carolina
$251K +$251K +3,982 New
AP
213
Appleton Partners
Massachusetts
$250K +$250K +3,965 New
GL
214
GLG LLC
New York
$248K
UR
215
USCA RIA
Texas
$248K +$248K +3,931 New
Verition Fund Management
216
Verition Fund Management
Connecticut
$246K +$246K +3,903 New
PL
217
Plancorp LLC
Missouri
$242K -$23.6K -374 -9%
JIC
218
Joel Isaacson & Co
New York
$242K
SI
219
Stephens Inc
Arkansas
$242K +$242K +3,830 New
RB
220
Rodgers Brothers
Pennsylvania
$236K -$64.1K -1,015 -21%
PFP
221
Pinnacle Financial Partners
Tennessee
$234K +$234K +3,707 New
JG
222
Jefferies Group
New York
$233K +$233K +3,689 New
AG
223
Aperio Group
California
$230K +$230K +3,654 New
BC
224
Burney Company
Virginia
$228K -$8.09K -128 -3%
VFS
225
VSR Financial Services
Kansas
$228K +$12.9K +205 +6%