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W.P. Carey

327 hedge funds and large institutions have $2.79B invested in W.P. Carey in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 123 increasing their positions, 100 reducing their positions, and 31 closing their positions.

Holders
327
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
33
Increased
123
Reduced
100
Closed
31
Calls
$21.8M
Puts
$12.4M
Net Calls
+$9.46M
Net Calls Change
-$2.47M
Name Market Value Shares Shares
Change
Shares
Change %
RJT
201
Raymond James Trust
Florida
$357K 6,066 -107 -2%
MSS
202
Mitchell Sinkler & Starr
Pennsylvania
$351K 5,950 +1,600 +37%
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$349K 5,917 -736 -11%
FC
204
Forte Capital
New York
$348K 5,904 +5,904 New
WT
205
Whittier Trust
California
$345K 5,850 +950 +19%
CCM
206
Covington Capital Management
California
$339K 5,750
LH
207
Lebenthal Holdings
New York
$337K 5,715 +5,715 New
SB
208
Suntrust Banks
Georgia
$331K 5,646 +489 +9%
PA
209
Profund Advisors
Maryland
$330K 5,606 -1,629 -23%
GIA
210
Guyasuta Investment Advisors
Pennsylvania
$324K 5,500 +1,750 +47%
WEC
211
Winslow Evans & Crocker
Massachusetts
$323K 5,480 +2,500 +84%
Jane Street
212
Jane Street
New York
$320K 5,426 -5,834 -52%
CCMD
213
Cypress Capital Management (Delaware)
Delaware
$316K 5,365 -200 -4%
SI
214
Stephens Inc
Arkansas
$313K 5,318 +653 +14%
WCM
215
Westend Capital Management
California
$309K 5,200
PL
216
Parkwood LLC
Ohio
$307K 5,204 +57 +1%
AG
217
Aperio Group
California
$305K 5,183 +172 +3%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$304K 5,163
ZIM
219
Zacks Investment Management
Illinois
$301K 5,099 -9,110 -64%
RB
220
Rodgers Brothers
Pennsylvania
$300K 5,086 +1,006 +25%
MSFP
221
Mark Sheptoff Financial Planning
Connecticut
$299K 5,070 -300 -6%
RIL
222
Rothschild Investment LLC
Illinois
$299K 5,066 +5,066 New
MCM
223
Maple Capital Management
Vermont
$298K 5,050 +5,050 New
NFG
224
Noven Financial Group
Colorado
$296K 5,025
FC
225
FCA Corp
Texas
$295K 5,000