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W.P. Carey

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
TWA
302
TCI Wealth Advisors
Arizona
$66K 1,000
PAM
303
Panagora Asset Management
Massachusetts
$66K 1,000
Truist Financial
304
Truist Financial
North Carolina
$66K 1,000
SBL
305
Sargent Bickham Lagudis
Colorado
$61K 922
FCM
306
Frontier Capital Management
Massachusetts
$58K 879 +217 +33%
CFA
307
Carroll Financial Associates
North Carolina
$57K 876
AIP
308
Ameritas Investment Partners
Nebraska
$57K 874
JFGIW
309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K 850
AIS
310
Accurate Investment Solutions
Pennsylvania
$54K 825
EWM
311
Evercore Wealth Management
New York
$53K 800 -100 -11%
TCOV
312
Trust Company of Vermont
Vermont
$53K 800 +800 New
MCA
313
Mercer Capital Advisers
New Jersey
$52K 775
HNB
314
Huntington National Bank
Ohio
$50K 750 -301 -29%
JCM
315
Jacobi Capital Management
Pennsylvania
$49K 745
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$48K 720
VWA
317
V Wealth Advisors
Kansas
$47K 716 +716 New
ACM
318
Armbruster Capital Management
New York
$46K 690
CWM
319
Cedar Wealth Management
California
$46K 700
WA
320
WealthTrust-Arizona
Arizona
$44K 673
SAM
321
Solaris Asset Management
New York
$41K 615 +115 +23%
MAM
322
Meeder Asset Management
Ohio
$39K 592
NFG
323
Next Financial Group
Texas
$36K 550
GWS
324
Glassman Wealth Services
Virginia
$36K 545
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$36K 551