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W.P. Carey

337 hedge funds and large institutions have $3.08B invested in W.P. Carey in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 87 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
8.99%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
42
Increased
123
Reduced
87
Closed
37
Calls
$14.5M
Puts
$8.04M
Net Calls
+$6.5M
Net Calls Change
+$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SCCM
201
Schafer Cullen Capital Management
New York
$382K +$8.42K +138 +2%
RFC
202
Regions Financial Corp
Alabama
$374K -$155K -2,553 -29%
SBIA
203
Sheaff Brock Investment Advisors
Indiana
$373K +$373K +6,120 New
FRM
204
Fox Run Management
Connecticut
$367K -$87.1K -1,429 -19%
FC
205
Forte Capital
New York
$367K
CWA
206
Cypress Wealth Advisors
California
$366K +$62.3K +1,021 +21%
WPP
207
Whalerock Point Partners
Rhode Island
$365K
Comerica Bank
208
Comerica Bank
Texas
$363K -$65K -1,066 -15%
KeyBank National Association
209
KeyBank National Association
Ohio
$359K -$34.7K -569 -9%
CCM
210
Covington Capital Management
California
$358K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$354K -$29.2K -480 -8%
DDC
212
DF Dent & Co
Maryland
$353K +$1.34K +22 +0.4%
MSS
213
Mitchell Sinkler & Starr
Pennsylvania
$339K +$24.9K +408 +8%
M&T Bank
214
M&T Bank
New York
$333K -$217K -3,564 -39%
SCM
215
Schnieders Capital Management
California
$331K +$331K +5,429 New
HFA
216
High Falls Advisors
New York
$330K -$489K
GWM
217
Gupta Wealth Management
California
$325K -$225K -3,696 -41%
WCM
218
Westend Capital Management
California
$324K
SPC
219
Sigma Planning Corp
Michigan
$324K +$11.6K +190 +4%
PP
220
Prudential plc
United Kingdom
$324K +$31.1K +510 +11%
V
221
Veritable
Delaware
$322K +$322K +5,281 New
BJ
222
BlackRock Japan
Japan
$321K +$3.35K +55 +1%
PA
223
Profund Advisors
Maryland
$318K -$56.1K -922 -15%
MSFP
224
Mark Sheptoff Financial Planning
Connecticut
$316K
Manulife (Manufacturers Life Insurance)
225
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$313K +$10.4K +172 +3%