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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 %
Verition Fund Management
251
Verition Fund Management
Connecticut
$396K -$231K -3,554 -37%
PIA
252
Pinion Investment Advisors
Kansas
$396K +$4.93K +76 +1%
MAM
253
Morse Asset Management
Connecticut
$388K
PAS
254
Park Avenue Securities
New York
$386K +$34.3K +534 +10%
BCI
255
Brinker Capital Investments
Pennsylvania
$385K +$18K +277 +5%
CCM
256
Covington Capital Management
California
$382K -$356K
SCCM
257
Schafer Cullen Capital Management
New York
$376K
TCOV
258
Trust Company of Vermont
Vermont
$374K +$321K +4,933 +604%
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$373K -$25.7K -396 -6%
FNBOMD
260
First National Bank of Mount Dora
Florida
$372K
HF
261
HRT Financial
New York
$372K +$372K +5,731 New
VIA
262
Vident Investment Advisory
Georgia
$367K -$490K -7,531 -57%
RFM
263
Royal Fund Management
Florida
$362K +$21.2K +327 +6%
CAN
264
Claraphi Advisory Network
United States
$358K
SCC
265
Spring Creek Capital
Kansas
$357K +$357K +5,492 New
DDC
266
DF Dent & Co
Maryland
$338K
LA
267
LexAurum Advisors
Kansas
$334K
CPO
268
Cerity Partners OCIO
New York
$332K -$1.23K -19 -0.4%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$331K +$5.27K +81 +2%
Franklin Resources
270
Franklin Resources
California
$331K +$87.8K +1,353 +36%
BCWM
271
Blue Chip Wealth Management
Florida
$330K +$6.68K +103 +2%
RFC
272
Regions Financial Corp
Alabama
$329K -$157K -2,422 -32%
AWA
273
Arete Wealth Advisors
Illinois
$326K +$97.2K +1,496 +42%
RG
274
Renaissance Group
Kentucky
$325K -$20.6K -317 -6%
CCA
275
Conestoga Capital Advisors
Pennsylvania
$322K +$19.9K +306 +7%