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W.P. Carey

640 hedge funds and large institutions have $8.12B invested in W.P. Carey in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+43
Holders Change %
+7.2%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
109
Increased
227
Reduced
171
Closed
59
Calls
$18.8M
Puts
$22.2M
Net Calls
-$3.44M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MYAM
251
Meiji Yasuda Asset Management
Japan
$1.16M +$576K +7,341 +99%
OSIA
252
O'Shares Investment Advisers
Massachusetts
$1.15M +$62.6K +799 +6%
CWG
253
Cornerstone Wealth Group
North Carolina
$1.14M -$19.8K -253 -2%
SA
254
Silversage Advisors
California
$1.14M +$1.14M +14,535 New
Mariner
255
Mariner
Kansas
$1.1M +$6.11K +78 +0.6%
Comerica Bank
256
Comerica Bank
Texas
$1.1M -$200K -2,420 -15%
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.1M +$802K +10,230 +272%
KBC Group
258
KBC Group
Belgium
$1.1M
MCM
259
Maple Capital Management
Vermont
$1.09M -$56K -714 -5%
AMI
260
Amica Mutual Insurance
Rhode Island
$1.05M
FCA
261
FLC Capital Advisors
California
$1.03M
MCCP
262
Mission Creek Capital Partners
California
$1.03M +$1.03M +13,126 New
PCM
263
Parsons Capital Management
Rhode Island
$1.02M +$392 +5 +0%
FCCM
264
First City Capital Management
Georgia
$1M -$16K -204 -2%
PAM
265
Panagora Asset Management
Massachusetts
$1M
CIG
266
Cairn Investment Group
Washington
$997K +$997K +12,722 New
Wolverine Trading
267
Wolverine Trading
Illinois
$994K -$543K -7,020 -35%
I2I
268
Insight 2811 Inc
Illinois
$991K -$64K -817 -6%
OPA
269
Old Port Advisors
Maine
$990K +$13.2K +167 +1%
WWM
270
Western Wealth Management
Colorado
$988K -$55.8K -712 -5%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$982K -$384K -4,895 -28%
Fidelity Investments
272
Fidelity Investments
Massachusetts
$982K +$75.3K +961 +8%
TD Asset Management
273
TD Asset Management
Ontario, Canada
$978K +$634K +8,090 +184%
RPSA
274
Richard P. Slaughter Associates
Texas
$970K +$970K +12,368 New
FFN
275
Focus Financial Network
Minnesota
$968K -$54.9K -691 -5%