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W.P. Carey

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M
Name Market Value Shares Shares
Change
Shares
Change %
CCA
326
Clearwater Capital Advisors
Illinois
$147K 2,372 +2,372 New
RWA
327
Ropes Wealth Advisors
Massachusetts
$144K 2,326
NA
328
Neuburgh Advisers
California
$143K 2,304 +2,304 New
AIG
329
American International Group
New York
$137K 2,208 +1 +0%
PI
330
PineBridge Investments
New York
$136K 2,200 +2,200 New
CF
331
Centaurus Financial
California
$133K 2,143 +2,143 New
BAM
332
Bruderman Asset Management
New York
$123K 1,984 +1,984 New
BC
333
Barnett & Company
Tennessee
$120K 1,937
SIC
334
Salem Investment Counselors
North Carolina
$118K 1,926
WG
335
Welch Group
Alabama
$117K 1,880
POIA
336
Pin Oak Investment Advisors
Texas
$108K 1,736
AWM
337
AllSquare Wealth Management
New York
$105K 1,700 -300 -15%
TRCT
338
Tower Research Capital (TRC)
New York
$89K 1,428 +1,428 New
WB
339
Webster Bank
Connecticut
$87K 1,400
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
$87K 1,400 +1,400 New
NWM
341
Northwest Wealth Management
Iowa
$81K 1,300 +1,300 New
WCAMG
342
Woodard & Company Asset Management Group
North Carolina
$79K 1,281
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$79K 1,276 +76 +6%
IWM
344
IHT Wealth Management
Illinois
$75K 1,222 +113 +10%
PS
345
Portfolio Solutions
Michigan
$73K 1,177 +4 +0.3%
GFP
346
Gryphon Financial Partners
Ohio
$72K 1,163 -61 -5%
BBA
347
Braun-Bostich & Associates
Pennsylvania
$70K 1,130
MCWS
348
McKinley Carter Wealth Services
West Virginia
$70K 1,134 +1,134 New
SPIA
349
Steward Partners Investment Advisory
New York
$69K 1,115 +1,115 New
WT
350
Whittier Trust
California
$68K 1,100 -250 -19%