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W.P. Carey

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
MA
326
MUFG Americas
New York
$33K 500 -2,369 -83%
PSC
327
Prentiss Smith & Co
Vermont
$33K 500 -1,500 -75%
CG
328
Cutler Group
California
$33K 511 -319 -38%
MA
329
MCF Advisors
Kentucky
$33K 505
OC
330
Oakworth Capital
Alabama
$33K 501
PCP
331
Proficio Capital Partners
Massachusetts
$33K 488 +17 +4%
RIA
332
RPG Investment Advisory
California
$30K 450 +450 New
SFG
333
SevenBridge Financial Group
Pennsylvania
$28K 422 +113 +37%
TF
334
Tompkins Financial
New York
$27K 405
KF
335
Krilogy Financial
Missouri
$26K 390 -962 -71%
BWM
336
Baystate Wealth Management
Massachusetts
$24K 356
GI
337
Gradient Investments
Minnesota
$22K 335
QCG
338
Quadrant Capital Group
Ohio
$22K 487 +135 +38%
DBT
339
Dubuque Bank & Trust
Iowa
$20K 305
SFSIG
340
San Francisco Sentry Investment Group
California
$20K 308 +308 New
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K 300
FMP
342
Financial Management Professionals
Texas
$19K 294
HI
343
Hudock Inc
Pennsylvania
$19K 300 +300 New
VNA
344
Valley National Advisers
Pennsylvania
FANJ
345
Financial Architects (New Jersey)
New Jersey
EWM
346
Endurance Wealth Management
Rhode Island
$11K 160
AIM
347
Advantage Investment Management
Iowa
$10K 147
ED
348
Exane Derivatives
France
$8.71K 132 -1 -0.8%
GRP
349
Global Retirement Partners
California
$8K 128
CFD
350
Creative Financial Designs
Indiana
$8K 126