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W.P. Carey

317 hedge funds and large institutions have $16.9B invested in W.P. Carey in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+9
Holders Change %
+2.92%
% of All Funds
8.46%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
47
Increased
118
Reduced
82
Closed
34
Calls
$2.2M
Puts
$5.57M
Net Calls
-$3.37M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
201
Covington Capital Management
California
$403K
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$376K -$28K -408 -7%
M&T Bank
203
M&T Bank
New York
$371K -$323K -4,698 -47%
WCM
204
Westend Capital Management
California
$365K
PL
205
Parkwood LLC
Ohio
$360K +$360K +5,241 New
GWCM
206
Godshalk Welsh Capital Management
Pennsylvania
$356K +$356K +5,182 New
BJ
207
BlackRock Japan
Japan
$353K -$45.5K -662 -11%
NFG
208
Noven Financial Group
Colorado
$352K
FC
209
FCA Corp
Texas
$351K
WSTAM
210
Wilbanks Smith & Thomas Asset Management
Virginia
$337K
RIA
211
Regal Investment Advisors
Michigan
$336K -$39.5K -576 -11%
SI
212
Stephens Inc
Arkansas
$335K -$12.5K -182 -4%
CEP
213
Chicago Equity Partners
Illinois
$331K -$4.32M -63,016 -93%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$329K
FFSOTS
215
Fiduciary Financial Services of The Southwest
Texas
$328K
DAC
216
Dividend Assets Capital
South Carolina
$315K
WEC
217
Winslow Evans & Crocker
Massachusetts
$308K +$63.1K +919 +26%
AG
218
Aperio Group
California
$305K +$50.5K +737 +20%
RB
219
Rodgers Brothers
Pennsylvania
$282K +$480 +7 +0.2%
B
220
Barings
North Carolina
$273K
TFF
221
Timothy F. Fidgeon
$273K
UR
222
USCA RIA
Texas
$272K -$16.6K -242 -6%
GAM
223
Garrison Asset Management
Arkansas
$265K
PO
224
Private Ocean
California
$264K -$628K -9,165 -70%
EFS
225
Essex Financial Services
Connecticut
$264K +$15.2K +222 +6%