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W.P. Carey

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K
Name Market Value Shares Shares
Change
Shares
Change %
KF
301
Krilogy Financial
Missouri
$80K 1,352
EFSCE
302
Enterprise Financial Services Corp (EFSC)
Missouri
$71K 1,200 -300 -20%
TRCT
303
Tower Research Capital (TRC)
New York
$64K 1,075 +975 +975%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$63K 1,066 +1,066 New
HNB
305
Huntington National Bank
Ohio
$62K 1,051
PA
306
Parallel Advisors
California
$62K 1,052 +1,052 New
Truist Financial
307
Truist Financial
North Carolina
$59K 1,000 -4,301 -81%
PSC
308
Prentiss Smith & Co
Vermont
$59K 1,000
PAM
309
Panagora Asset Management
Massachusetts
$59K 1,000
TSW
310
Thompson Siegel & Walmsley
Virginia
$59K 1,000
TWA
311
TCI Wealth Advisors
Arizona
$59K 1,000
EWM
312
Evercore Wealth Management
New York
$59K 1,000
SBL
313
Sargent Bickham Lagudis
Colorado
$54K 922
WA
314
WFG Advisors
Texas
$53K 904 +14 +2%
AIL
315
AGF Investments LLC
Ontario, Canada
$52K 864 +864 New
AIP
316
Ameritas Investment Partners
Nebraska
$51K 874 -3 -0.3%
CFA
317
Carroll Financial Associates
North Carolina
$51K 876
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K 850
AIS
319
Accurate Investment Solutions
Pennsylvania
$49K 825
MCA
320
Mercer Capital Advisers
New Jersey
$46K 775
JCM
321
Jacobi Capital Management
Pennsylvania
$45K 745
QAM
322
QCI Asset Management
New York
$43K 725
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$43K 720
JFA
324
JNBA Financial Advisors
Minnesota
$42K 719 +719 New
CWM
325
Cedar Wealth Management
California
$41K 700