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W.P. Carey

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
226
Rothschild Investment LLC
Illinois
$328K +$18.7K +307 +6%
SG Americas Securities
227
SG Americas Securities
New York
$320K -$58.7K -964 -15%
WAM
228
World Asset Management
Michigan
$319K +$8.23K +135 +3%
IWM
229
Integrated Wealth Management
California
$316K
MSFP
230
Mark Sheptoff Financial Planning
Connecticut
$315K +$61 +1 +0%
RCM
231
Riverhead Capital Management
Delaware
$313K -$29.6K -485 -9%
BCI
232
Brinker Capital Investments
Pennsylvania
$312K +$56K +919 +22%
Fisher Asset Management
233
Fisher Asset Management
Washington
$309K -$18.7K -307 -6%
Manulife (Manufacturers Life Insurance)
234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309K +$21.5K +353 +7%
HPC
235
HM Payson & Co
Maine
$305K
LWCFA
236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$299K
MSS
237
Mitchell Sinkler & Starr
Pennsylvania
$296K
HFA
238
High Falls Advisors
New York
$295K -$303K
PP
239
Prudential plc
United Kingdom
$292K
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$292K
FFSOTS
241
Fiduciary Financial Services of The Southwest
Texas
$291K
SB
242
Suntrust Banks
Georgia
$285K +$285K +4,689 New
NA
243
Neuburgh Advisers
California
$280K -$27.9K -458 -9%
FC
244
FCA Corp
Texas
$278K
FAAS
245
First Allied Advisory Services
California
$274K +$28.2K +464 +11%
CSS
246
Cubist Systematic Strategies
Connecticut
$267K +$267K +4,389 New
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$265K +$265K +4,336 New
GAM
248
Garrison Asset Management
Arkansas
$263K
KeyBank National Association
249
KeyBank National Association
Ohio
$261K -$18.7K -307 -7%
PA
250
Profund Advisors
Maryland
$261K -$1.04K -17 -0.4%