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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 %
FC
201
Forte Capital
New York
$376K +$376K +6,028 New
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$368K
CCM
203
Covington Capital Management
California
$367K
BJ
204
BlackRock Japan
Japan
$362K +$108K +1,737 +43%
SG Americas Securities
205
SG Americas Securities
New York
$357K -$486K -7,795 -58%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$351K +$26.2K +420 +8%
RIA
207
Regal Investment Advisors
Michigan
$342K +$228K +3,646 +200%
WCM
208
Westend Capital Management
California
$337K
NFG
209
Noven Financial Group
Colorado
$320K
FC
210
FCA Corp
Texas
$319K
SCCM
211
Schafer Cullen Capital Management
New York
$318K -$2.25K -36 -0.7%
SI
212
Stephens Inc
Arkansas
$316K +$76.8K +1,230 +32%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$307K
AAM
214
Aberdeen Asset Management
United Kingdom
$307K +$307K +4,921 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$299K
FFSOTS
216
Fiduciary Financial Services of The Southwest
Texas
$298K
CA
217
Cetera Advisors
Colorado
$289K -$682K -10,887 -70%
DAC
218
Dividend Assets Capital
South Carolina
$287K
SMDAM
219
Sumitomo Mitsui DS Asset Management
Japan
$275K -$95.3K -1,531 -26%
HPC
220
HM Payson & Co
Maine
$269K -$29.7K -475 -10%
GAM
221
Garrison Asset Management
Arkansas
$265K
UR
222
USCA RIA
Texas
$262K +$16.7K +268 +7%
PL
223
Plancorp LLC
Missouri
$262K +$23.3K +374 +10%
BRWA
224
B. Riley Wealth Advisors
Florida
$260K -$341K -5,472 -57%
SYBT
225
Stock Yards Bank & Trust
Kentucky
$260K -$7.63K -122 -3%