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W.P. Carey

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Shares
Change %
FMBTD
301
First Midwest Bank Trust Division
Illinois
$591K -$12.2K -153 -2%
SXL
302
Summit X LLC
Missouri
$590K -$6.14K -77 -1%
BRWA
303
B. Riley Wealth Advisors
Florida
$581K -$12.1K -152 -2%
AG
304
AlphaSimPlex Group
Massachusetts
$581K +$51.7K +650 +10%
SBIA
305
Sheaff Brock Investment Advisors
Indiana
$574K -$18K -226 -3%
WEC
306
Winslow Evans & Crocker
Massachusetts
$574K +$24.6K +308 +4%
WAM
307
World Asset Management
Michigan
$570K +$25.2K +317 +5%
SB
308
Suntrust Banks
Georgia
$569K -$1.11M -13,922 -66%
LFAS
309
Level Four Advisory Services
Texas
$561K +$48.9K +613 +10%
JPMPWA
310
J.P. Morgan Private Wealth Advisors
California
$550K -$311K -3,916 -36%
CIAS
311
Capital Investment Advisory Services
North Carolina
$549K +$135K +1,635 +33%
LWAC
312
Laurel Wealth Advisors (California)
California
$544K -$48.3K -607 -8%
TC
313
TownSquare Capital
Utah
$541K -$69.6K -853 -11%
ZAM
314
Zevin Asset Management
Massachusetts
$537K
PTC
315
Philadelphia Trust Company
Pennsylvania
$528K
BAM
316
Belpointe Asset Management
Nevada
$519K -$32.8K -413 -6%
BFO
317
Boston Family Office
Massachusetts
$518K -$4.05K -51 -0.8%
AAS
318
Avantax Advisory Services
Texas
$515K +$69.7K +877 +16%
Nordea Investment Management
319
Nordea Investment Management
Sweden
$508K -$170K -2,138 -25%
MSS
320
Mitchell Sinkler & Starr
Pennsylvania
$507K +$6.04K +76 +1%
MCP
321
Mirador Capital Partners
California
$504K -$3.58K -45 -0.7%
LA
322
LexAurum Advisors
Kansas
$503K -$46.8K -589 -9%
DCM
323
Dupont Capital Management
Delaware
$499K
AAP
324
Arax Advisory Partners
Colorado
$499K +$499K +6,277 New
AF
325
Advisornet Financial
Minnesota
$497K +$62.1K +781 +14%