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W.P. Carey

358 hedge funds and large institutions have $3.59B invested in W.P. Carey in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 33 closing their positions.

Holders
358
Holders Change
+2
Holders Change %
+0.56%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
38
Increased
131
Reduced
106
Closed
33
Calls
$10.8M
Puts
$8.15M
Net Calls
+$2.7M
Net Calls Change
+$3.66M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
301
Penserra Capital Management
California
$95K -$93.1K -1,404 -49%
WB
302
Webster Bank
Connecticut
$94K -$13.5K -205 -13%
WT
303
Whittier Trust
California
$91K
PA
304
Parallel Advisors
California
$86K
NFG
305
Next Financial Group
Texas
$84K +$45.9K +677 +120%
LC
306
Landaas & Company
Wisconsin
$82K +$82K +1,236 New
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$81K
PS
308
Portfolio Solutions
Michigan
$79K +$331 +5 +0.4%
TSW
309
Thompson Siegel & Walmsley
Virginia
$77K
AF
310
Allworth Financial
California
$72K -$70K
QAM
311
QCI Asset Management
New York
$67K -$53.8K -820 -45%
TWA
312
TCI Wealth Advisors
Arizona
$67K
Truist Financial
313
Truist Financial
North Carolina
$67K
SBL
314
Sargent Bickham Lagudis
Colorado
$62K
FCM
315
Frontier Capital Management
Massachusetts
$59K
CFA
316
Carroll Financial Associates
North Carolina
$59K
AIP
317
Ameritas Investment Partners
Nebraska
$58K +$65 +1 +0.1%
JFGIW
318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K
AIS
319
Accurate Investment Solutions
Pennsylvania
$56K
EWM
320
Evercore Wealth Management
New York
$54K
TCOV
321
Trust Company of Vermont
Vermont
$54K
MA
322
MCF Advisors
Kentucky
$53K +$18.7K +282 +55%
MCA
323
Mercer Capital Advisers
New Jersey
$52K
JCM
324
Jacobi Capital Management
Pennsylvania
$51K
HNB
325
Huntington National Bank
Ohio
$51K