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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 %
HFA
276
High Falls Advisors
New York
$311K -$284K
FFSOTS
277
Fiduciary Financial Services of The Southwest
Texas
$310K
VHAM
278
Van Hulzen Asset Management
California
$309K -$29.8K -459 -9%
MSFP
279
Mark Sheptoff Financial Planning
Connecticut
$303K
D.E. Shaw & Co
280
D.E. Shaw & Co
New York
$303K +$11.4K +176 +4%
ECM
281
Evergreen Capital Management
Washington
$302K -$2.92K -45 -1%
Fisher Asset Management
282
Fisher Asset Management
Washington
$299K -$64.4K -990 -18%
CIAS
283
Capital Investment Advisory Services
North Carolina
$299K +$7.28K +112 +2%
FC
284
FCA Corp
Texas
$297K
CBOA
285
Commonwealth Bank of Australia
Australia
$294K +$115K +1,782 +65%
PCMC
286
Paragon Capital Management (Colorado)
Colorado
$289K
NEPWA
287
New England Private Wealth Advisors
Massachusetts
$287K +$784 +12 +0.3%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$286K +$66.3K +1,021 +30%
CF
289
Centaurus Financial
California
$284K +$142K +2,180 +100%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$283K +$31.6K +487 +13%
Federated Hermes
291
Federated Hermes
Pennsylvania
$280K -$20.4K -313 -7%
WAM
292
World Asset Management
Michigan
$280K -$10.6K -163 -4%
GAM
293
Garrison Asset Management
Arkansas
$280K
GCA
294
Gideon Capital Advisors
New York
$280K +$23.9K +368 +9%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$278K +$29K +445 +12%
OC
296
Oppenheimer & Co
New York
$277K +$520 +8 +0.2%
GT
297
Greenleaf Trust
Michigan
$273K -$24.5K -377 -8%
SB
298
Suntrust Banks
Georgia
$271K -$69.6K -1,072 -20%
CAG
299
Csenge Advisory Group
Florida
$270K -$48.9K -745 -15%
ZF
300
Zhang Financial
Michigan
$269K -$127K -1,970 -32%