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W.P. Carey

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
326
AllSquare Wealth Management
New York
$138K
BC
327
Barnett & Company
Tennessee
$133K -$180K -2,680 -58%
SIC
328
Salem Investment Counselors
North Carolina
$133K
WG
329
Welch Group
Alabama
$130K +$130K +1,919 New
POIA
330
Pin Oak Investment Advisors
Texas
$120K +$120K +1,772 New
Envestnet Asset Management
331
Envestnet Asset Management
Illinois
$118K +$15K +222 +15%
APA
332
American Portfolios Advisors
New York
$98.7K +$98.7K +1,462 New
WB
333
Webster Bank
Connecticut
$96K
WT
334
Whittier Trust
California
$93K
WCAMG
335
Woodard & Company Asset Management Group
North Carolina
$88K +$88K +1,308 New
TIM
336
Tortoise Investment Management
New York
$86K -$19.9K -296 -19%
GFP
337
Gryphon Financial Partners
Ohio
$84K +$84K +1,250 New
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$81.3K -1,223 -49%
LC
339
Landaas & Company
Wisconsin
$83K
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$83K
PA
341
Parallel Advisors
California
$82K
PS
342
Portfolio Solutions
Michigan
$81K +$338 +5 +0.4%
BBA
343
Braun-Bostich & Associates
Pennsylvania
$78K +$78K +1,154 New
IWM
344
IHT Wealth Management
Illinois
$75K +$30.9K +466 +70%
AF
345
Allworth Financial
California
$73K -$72K
QAM
346
QCI Asset Management
New York
$70K +$746 +11 +1%
TWA
347
TCI Wealth Advisors
Arizona
$69K
THWM
348
Taylor Hoffman Wealth Management
Virginia
$67K +$67K +986 New
MOS
349
MGO One Seven
Ohio
$65K +$65K +959 New
SBL
350
Sargent Bickham Lagudis
Colorado
$64K