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W.P. Carey

284 hedge funds and large institutions have $2.63B invested in W.P. Carey in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 66 reducing their positions, and 21 closing their positions.

Holders
284
Holders Change
+17
Holders Change %
+6.37%
% of All Funds
8.17%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
40
Increased
109
Reduced
66
Closed
21
Calls
$8.82M
Puts
$4.87M
Net Calls
+$3.96M
Net Calls Change
-$62K
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$764M 11,862,733 -99,727 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$264M 4,100,953 +845,237 +26%
BIT
3
BlackRock Institutional Trust
California
$162M 2,515,102 +231,268 +10%
U
4
UBS
Switzerland
$112M 1,734,111 +267,758 +18%
Norges Bank
5
Norges Bank
Norway
$89.1M 1,383,128 +716,864 +108%
State Street
6
State Street
Massachusetts
$80.1M 1,243,687 +431,011 +53%
BFA
7
BlackRock Fund Advisors
California
$75.1M 1,166,915 +309,783 +36%
DC
8
Davenport & Co
Virginia
$71.9M 1,116,365 +177,241 +19%
MG
9
Markel Group
Virginia
$61.2M 950,200
TA
10
Teachers Advisors
New York
$44.5M 690,839 +46,651 +7%
BG
11
BlackRock Group
United Kingdom
$37.3M 578,903 +76,605 +15%
CC
12
Cannell & Co
New York
$37M 574,165 -175,195 -23%
AAMU
13
APG Asset Management US
New York
$34.5M 535,400 +21,400 +4%
Brown Advisory
14
Brown Advisory
Maryland
$33.1M 513,261 +7,896 +2%
Northern Trust
15
Northern Trust
Illinois
$32.5M 505,385 +6,353 +1%
PSAMP
16
P. Schoenfeld Asset Management (PSAM)
New York
$30.1M 466,900 +39,000 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.4M 409,389 +86,631 +27%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$26.3M 408,343 -17,861 -4%
FM
19
Forward Management
California
$25.5M 395,774 +93,662 +31%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$23.1M 358,516 +126,779 +55%
Morgan Stanley
21
Morgan Stanley
New York
$22.5M 348,651 -26,993 -7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20M 311,030 +21,761 +8%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$17.4M 269,556 +178,502 +196%
BAM
24
Berkshire Asset Management
Pennsylvania
$16.8M 261,404 -3,409 -1%
SOMRS
25
State of Michigan Retirement System
Michigan
$15.6M 243,000