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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 %
HNB
301
Huntington National Bank
Ohio
$65K
Parallax Volatility Advisers
302
Parallax Volatility Advisers
California
$64K +$46.8K +773 +272%
WP
303
WealthPLAN Partners
Nebraska
$63.5K +$63.5K +1,044 New
TWA
304
TCI Wealth Advisors
Arizona
$62K
Truist Financial
305
Truist Financial
North Carolina
$62K
PAM
306
Panagora Asset Management
Massachusetts
$62K
SBL
307
Sargent Bickham Lagudis
Colorado
$57K
EWM
308
Evercore Wealth Management
New York
$56K -$6.22K -102 -10%
CFA
309
Carroll Financial Associates
North Carolina
$54K
AIP
310
Ameritas Investment Partners
Nebraska
$54K
JFGIW
311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K
AIS
312
Accurate Investment Solutions
Pennsylvania
$51K
CG
313
Cutler Group
California
$51K +$18.4K +306 +57%
MCA
314
Mercer Capital Advisers
New Jersey
$48K
MAS
315
Madden Advisory Services
Florida
$47K +$47K +787 New
JCM
316
Jacobi Capital Management
Pennsylvania
$46K
QAM
317
QCI Asset Management
New York
$45K
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$45K
CWM
319
Cedar Wealth Management
California
$44K
ACM
320
Armbruster Capital Management
New York
$43K
WA
321
WealthTrust-Arizona
Arizona
$42K
FCM
322
Frontier Capital Management
Massachusetts
$41K +$16.1K +266 +65%
BC
323
Barnett & Company
Tennessee
$40K
AIL
324
AGF Investments LLC
Ontario, Canada
$38K -$15.9K -260 -29%
MAM
325
Meeder Asset Management
Ohio
$37K +$37K +604 New