WPC icon

W.P. Carey

349 hedge funds and large institutions have $3.28B invested in W.P. Carey in 2017 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 101 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
-6
Holders Change %
-1.69%
% of All Funds
8.7%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
39
Increased
127
Reduced
101
Closed
35
Calls
$15M
Puts
$8.71M
Net Calls
+$6.31M
Net Calls Change
+$6.75M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
326
Next Financial Group
Texas
$34K -$268K -4,426 -89%
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$34K
GWS
328
Glassman Wealth Services
Virginia
$34K
IR
329
Invictus RG
Bermuda
$31K -$298K -4,864 -91%
SAM
330
Solaris Asset Management
New York
$31K
OC
331
Oakworth Capital
Alabama
$31K
MA
332
MCF Advisors
Kentucky
$31K
PCP
333
Proficio Capital Partners
Massachusetts
$30K +$30K +481 New
TF
334
Tompkins Financial
New York
$25K
BTIS
335
BB&T Investment Services
North Carolina
$25K +$25K +409 New
BWM
336
Baystate Wealth Management
Massachusetts
$22K +$22K +363 New
GI
337
Gradient Investments
Minnesota
$21K +$9.09K +148 +76%
QCG
338
Quadrant Capital Group
Ohio
$20K +$20K +359 New
DBT
339
Dubuque Bank & Trust
Iowa
$19K
SFG
340
SevenBridge Financial Group
Pennsylvania
$19K
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
$19K
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K +$18.7K +306 New
FMP
343
Financial Management Professionals
Texas
$18K
WCM
344
Wealthcare Capital Management
Virginia
$13K
VNA
345
Valley National Advisers
Pennsylvania
$11K -$10K
EWM
346
Endurance Wealth Management
Rhode Island
$10K
PHK
347
Point72 Hong Kong
Hong Kong
$10K +$10K +171 New
FANJ
348
Financial Architects (New Jersey)
New Jersey
$9K -$10K
AIM
349
Advantage Investment Management
Iowa
$9K
ED
350
Exane Derivatives
France
$8.27K -$243 -4 -3%