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W.P. Carey

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
276
Noven Financial Group
Colorado
$770K +$107K +1,341 +16%
IWA
277
Independence Wealth Advisors
Virginia
$765K +$397 +5 +0.1%
AWM
278
Affinity Wealth Management
Delaware
$763K -$70.7K -888 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
279
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$763K +$390K +4,900 +104%
SWP
280
Stratos Wealth Partners
Ohio
$754K +$25.7K +323 +4%
ECM
281
ETrade Capital Management
Virginia
$749K +$749K +9,426 New
DI
282
Diligent Investors
California
$742K +$3.58K +45 +0.5%
FHA
283
Flagship Harbor Advisors
Massachusetts
$731K -$45.1K -568 -6%
TSS
284
Two Sigma Securities
New York
$729K +$81.9K +1,030 +13%
PAG
285
Private Advisory Group
Washington
$722K +$722K +9,085 New
KA
286
Kovack Advisors
Florida
$704K +$12.3K +154 +2%
CCM
287
Coldstream Capital Management
Washington
$694K -$185K -2,332 -21%
PP
288
Prudential plc
United Kingdom
$683K
CI
289
CX Institutional
Indiana
$672K -$4.37K -55 -0.6%
MAM
290
Morse Asset Management
Connecticut
$670K +$73.1K +919 +12%
ACG
291
Allen Capital Group
Nebraska
$665K +$2.47K +31 +0.4%
BIAS
292
Beacon Investment Advisory Services
New Jersey
$659K +$659K +8,284 New
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$647K +$9.31K +117 +1%
CFG
294
Cooper Financial Group
California
$641K -$5.81K -73 -0.9%
Wellington Management Group
295
Wellington Management Group
Massachusetts
$633K +$8.11K +102 +1%
NFG
296
Next Financial Group
Texas
$616K +$305K +3,844 +98%
AFP
297
Ausdal Financial Partners
Iowa
$610K +$77.9K +920 +15%
Cetera Investment Advisers
298
Cetera Investment Advisers
Illinois
$606K +$35.7K +451 +6%
BL
299
BFSG LLC
California
$597K +$50.8K +639 +9%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$593K +$31.8K +399 +6%