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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
MSS
301
Mitchell Sinkler & Starr
Pennsylvania
$269K
WPP
302
Whalerock Point Partners
Rhode Island
$265K -$103K -1,582 -28%
UAS
303
United Asset Strategies
New York
$265K +$265K +4,084 New
KIM
304
Karpus Investment Management
New York
$259K
CPIG
305
Chicago Partners Investment Group
Illinois
$257K
Baird Financial Group
306
Baird Financial Group
Wisconsin
$256K +$256K +3,942 New
LMAM
307
Legg Mason Asset Management
Japan
$253K -$86.5K -1,327 -25%
DWA
308
Douglass Winthrop Advisors
New York
$252K
IRF
309
IBM Retirement Fund
New York
$249K -$27.3K -420 -10%
JIC
310
Joel Isaacson & Co
New York
$249K
HAG
311
HighPoint Advisor Group
Illinois
$249K +$249K +3,887 New
PL
312
Plancorp LLC
Missouri
$245K
BOH
313
Bank of Hawaii
Hawaii
$245K +$245K +3,767 New
PAM
314
Panagora Asset Management
Massachusetts
$244K
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$235K -$35.8K -550 -13%
GT
316
Glenmede Trust
Pennsylvania
$235K -$3.57K -55 -1%
WS
317
Wedbush Securities
California
$234K +$12K +185 +5%
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$233K +$233K +3,591 New
FHA
319
Flagship Harbor Advisors
Massachusetts
$231K
Thrivent Financial for Lutherans
320
Thrivent Financial for Lutherans
Minnesota
$229K
AIMCA
321
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$226K -$2.43M -37,267 -91%
HPC
322
HM Payson & Co
Maine
$222K
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$219K -$199K -3,063 -48%
OIA
324
Optimum Investment Advisors
Illinois
$219K
PCM
325
Poehling Capital Management
Wisconsin
$218K