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W.P. Carey

363 hedge funds and large institutions have $3.58B invested in W.P. Carey in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 134 increasing their positions, 93 reducing their positions, and 20 closing their positions.

Holders
363
Holders Change
+26
Holders Change %
+7.72%
% of All Funds
9.7%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
50
Increased
134
Reduced
93
Closed
20
Calls
$14.3M
Puts
$9.74M
Net Calls
+$4.55M
Net Calls Change
-$1.95M
Name Market Value Shares Shares
Change
Shares
Change %
CG
301
Cutler Group
California
$185K 2,672 +2,672 New
CCA
302
Checchi Capital Advisers
California
$171K 2,458 +80 +3%
WRM
303
Westport Resources Management
Connecticut
$164K 2,356
RWA
304
Ropes Wealth Advisors
Massachusetts
$161K 2,326
WT
305
Whittier Trust
California
$153K 2,200 -100 -4%
DSN
306
D. Scott Neal
Kentucky
$153K 2,200
Truist Financial
307
Truist Financial
North Carolina
$139K 2,000 -700 -26%
AWM
308
AllSquare Wealth Management
New York
$139K 2,000 +200 +11%
KT
309
Kanaly Trust
Texas
$137K 1,968
TIM
310
Tortoise Investment Management
New York
$132K 1,896
BAM
311
Bruderman Asset Management
New York
$121K 1,744
AF
312
Allworth Financial
California
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$104K 1,500
SF
314
Synovus Financial
Georgia
$101K 1,459
CPIG
315
Chicago Partners Investment Group
Illinois
$97K 1,397
KF
316
Krilogy Financial
Missouri
$94K 1,352
PHK
317
Point72 Hong Kong
Hong Kong
$90K 1,300 +1,300 New
ARMT
318
Amica Retiree Medical Trust
Rhode Island
$83K 1,202
HNB
319
Huntington National Bank
Ohio
$73K 1,051
PCM
320
Penserra Capital Management
California
$72K 1,040 -18 -2%
PSC
321
Prentiss Smith & Co
Vermont
$69K 1,000
EWM
322
Evercore Wealth Management
New York
$69K 1,000
PAM
323
Panagora Asset Management
Massachusetts
$69K 1,000
TSW
324
Thompson Siegel & Walmsley
Virginia
$69K 1,000
TWA
325
TCI Wealth Advisors
Arizona
$69K 1,000