WPC icon

W.P. Carey

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
301
Carret Asset Management
New York
$213K +$2.52K +40 +1%
KA
302
Kovack Advisors
Florida
$209K +$209K +3,311 New
SSB
303
Sandy Spring Bank
Maryland
$208K +$208K +3,308 New
OIA
304
Optimum Investment Advisors
Illinois
$206K -$6.43K -102 -3%
GCA
305
Gradient Capital Advisors
California
$206K
NA
306
NewEdge Advisors
Louisiana
$205K -$51.4K -817 -20%
HPC
307
HM Payson & Co
Maine
$205K -$10.3K -163 -5%
Lazard Asset Management
308
Lazard Asset Management
New York
$205K
Jane Street
309
Jane Street
New York
$203K +$203K +3,224 New
BAM
310
Belpointe Asset Management
Nevada
$193K +$193K +3,069 New
SF
311
Synovus Financial
Georgia
$170K
AWM
312
AllSquare Wealth Management
New York
$167K +$12.9K +205 +8%
WC
313
Whitney & Co
New York
$166K -$13.1K -205 -7%
Twin Tree Management
314
Twin Tree Management
Texas
$161K -$350K -5,565 -68%
LMAM
315
Legg Mason Asset Management
Japan
$161K -$83.7K -1,327 -34%
RWA
316
Ropes Wealth Advisors
Massachusetts
$150K
TCOV
317
Trust Company of Vermont
Vermont
$141K -$220K -3,504 -61%
BAM
318
Bruderman Asset Management
New York
$128K
AIG
319
American International Group
New York
$123K -$3.33K -53 -3%
FHB
320
First Hawaiian Bank
Hawaii
$123K +$123K +1,950 New
AssetMark Inc
321
AssetMark Inc
California
$120K +$6.06K +96 +5%
PA
322
Parallel Advisors
California
$115K +$44.6K +708 +63%
IFAM
323
Institutional & Family Asset Management
Colorado
$114K
GP
324
Girard Partners
Pennsylvania
$113K +$113K +1,807 New
POIA
325
Pin Oak Investment Advisors
Texas
$112K