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W.P. Carey

316 hedge funds and large institutions have $4.03B invested in W.P. Carey in 2015 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-11
Holders Change %
-3.36%
% of All Funds
8.83%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
30
Increased
101
Reduced
106
Closed
36
Calls
$11M
Puts
$8.99M
Net Calls
+$1.96M
Net Calls Change
-$7.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
201
Forte Capital
New York
$341K
WEC
202
Winslow Evans & Crocker
Massachusetts
$336K +$18.8K +333 +6%
SI
203
Stephens Inc
Arkansas
$335K +$27.8K +492 +9%
CCM
204
Covington Capital Management
California
$332K
UR
205
USCA RIA
Texas
$329K +$51K +900 +18%
VAM
206
Visium Asset Management
New York
$328K +$328K +5,799 New
DDC
207
DF Dent & Co
Maryland
$326K +$72.6K +1,282 +29%
WCM
208
Westend Capital Management
California
$320K
GIA
209
Guyasuta Investment Advisors
Pennsylvania
$317K
RB
210
Rodgers Brothers
Pennsylvania
$315K +$20.6K +364 +7%
SB
211
Suntrust Banks
Georgia
$311K -$13.2K -234 -4%
SG Americas Securities
212
SG Americas Securities
New York
$310K -$189K -3,347 -38%
PL
213
Parkwood LLC
Ohio
$305K +$3.74K +66 +1%
PA
214
Profund Advisors
Maryland
$295K -$29.4K -519 -9%
RIL
215
Rothschild Investment LLC
Illinois
$293K
MSFP
216
Mark Sheptoff Financial Planning
Connecticut
$293K
FC
217
FCA Corp
Texas
$289K
MHS
218
M Holdings Securities
Oregon
$289K +$28.9K +510 +11%
WT
219
Whittier Trust
California
$286K -$52K -919 -15%
TIM
220
Tortoise Investment Management
New York
$286K
MCM
221
Maple Capital Management
Vermont
$285K -$7.26K -128 -2%
BRWA
222
B. Riley Wealth Advisors
Florida
$283K +$283K +4,999 New
CWA
223
Cypress Wealth Advisors
California
$282K +$282K +4,976 New
HPC
224
HM Payson & Co
Maine
$280K
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$278K