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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 %
AIG
276
American International Group
New York
$172K -$19.9K -326 -10%
Federated Hermes
277
Federated Hermes
Pennsylvania
$172K +$172K +2,816 New
PCM
278
Penserra Capital Management
California
$162K +$63.3K +1,040 +64%
SF
279
Synovus Financial
Georgia
$159K +$12.6K +204 +9%
WA
280
WFG Advisors
Texas
$146K +$89.7K +1,470 +159%
RWA
281
Ropes Wealth Advisors
Massachusetts
$145K
DSN
282
D. Scott Neal
Kentucky
$137K
HDIM
283
Hanson & Doremus Investment Management
Vermont
$133K +$133K +2,190 New
Fuller & Thaler Asset Management
284
Fuller & Thaler Asset Management
California
$131K
AWM
285
AllSquare Wealth Management
New York
$124K
PSC
286
Prentiss Smith & Co
Vermont
$124K +$62K +1,021 +100%
SIC
287
Salem Investment Counselors
North Carolina
$119K
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$6.21K +102 +6%
TIM
289
Tortoise Investment Management
New York
$111K
PIM
290
Parasol Investment Management
Illinois
$102K -$112K -1,833 -52%
WB
291
Webster Bank
Connecticut
$100K
WT
292
Whittier Trust
California
$93K
KF
293
Krilogy Financial
Missouri
$80K
IWM
294
IHT Wealth Management
Illinois
$77K +$37.6K +618 +96%
EFSCE
295
Enterprise Financial Services Corp (EFSC)
Missouri
$75K
PA
296
Parallel Advisors
California
$74K +$8.91K +147 +14%
PS
297
Portfolio Solutions
Michigan
$72K +$72K +1,183 New
TSW
298
Thompson Siegel & Walmsley
Virginia
$71K +$9.2K +152 +15%
AF
299
Allworth Financial
California
$66K -$102K
Envestnet Asset Management
300
Envestnet Asset Management
Illinois
$65K -$112K -1,839 -63%