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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
ACG
226
Allen Capital Group
Nebraska
$541K -$17.3K -266 -3%
WG
227
Winton Group
United Kingdom
$539K -$396K -6,090 -42%
Twin Tree Management
228
Twin Tree Management
Texas
$528K +$528K +8,126 New
BFS
229
Bradley Foster & Sargent
Connecticut
$519K -$133K -2,042 -20%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$512K +$451K +6,943 +743%
VFA
231
Voya Financial Advisors
Connecticut
$506K +$15.9K +245 +3%
PTC
232
Private Trust Company
Ohio
$499K -$50.4K -776 -9%
CIC
233
Carnegie Investment Counsel
Ohio
$496K -$4.18K -66 -0.8%
CCM
234
Cadence Capital Management
Massachusetts
$486K +$8.52K +131 +2%
MA
235
Marshwinds Advisory
Georgia
$477K
BFO
236
Boston Family Office
Massachusetts
$465K +$4.94K +76 +1%
FMBTD
237
First Midwest Bank Trust Division
Illinois
$464K -$9.81K -151 -2%
PHIMC
238
Private Harbour Investment Management & Counsel
Ohio
$461K -$3.31K -51 -0.7%
NAM
239
Nissay Asset Management
Japan
$461K +$19.1K +293 +4%
SBIA
240
Sheaff Brock Investment Advisors
Indiana
$446K -$31K -476 -6%
FAAS
241
First Allied Advisory Services
California
$441K +$52.9K +811 +14%
Wolverine Trading
242
Wolverine Trading
Illinois
$433K
PP
243
Prudential plc
United Kingdom
$425K +$92.9K +1,429 +28%
CB
244
Commerce Bank
Missouri
$421K +$10.5K +161 +3%
ECM
245
Element Capital Management
New York
$416K -$45.5K -700 -10%
FA
246
FDx Advisors
Illinois
$411K -$63K -969 -13%
RJT
247
Raymond James Trust
Florida
$403K -$16.6K -256 -4%
WEC
248
Winslow Evans & Crocker
Massachusetts
$400K -$53.4K -817 -12%
DMK
249
David M. Knott
$398K +$358K +5,513 +899%
HDIM
250
Hanson & Doremus Investment Management
Vermont
$397K -$455 -7 -0.1%