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W.P. Carey

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
326
PineBridge Investments
New York
$96K
CFD
327
Creative Financial Designs
Indiana
$91K +$91K +1,442 New
CFGS
328
Concourse Financial Group Securities
Alabama
$85K +$85K +1,328 New
NWM
329
Northwest Wealth Management
Iowa
$84K
WCAMG
330
Woodard & Company Asset Management Group
North Carolina
$82K
CAC
331
Certified Advisory Corp
Florida
$77K
BC
332
Barnett & Company
Tennessee
$73K +$18.1K +286 +33%
BBA
333
Braun-Bostich & Associates
Pennsylvania
$73K +$73K +1,154 New
WT
334
Whittier Trust
California
$71K
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$71K +$71K +1,123 New
SPIA
336
Steward Partners Investment Advisory
New York
$70K -$1.32K -21 -2%
AIL
337
AGF Investments LLC
Ontario, Canada
$69K +$46.7K +742 +209%
AF
338
Allworth Financial
California
$68K -$70K
QAM
339
QCI Asset Management
New York
$68K +$825 +13 +1%
RCAG
340
Rehmann Capital Advisory Group
Michigan
$66.9K
BBHC
341
Brown Brothers Harriman & Co
New York
$64K +$64K +1,021 New
TRCT
342
Tower Research Capital (TRC)
New York
$62K -$675K -10,770 -92%
JA
343
JOYN Advisors
Georgia
$62K
TSW
344
Thompson Siegel & Walmsley
Virginia
$61K
SBL
345
Sargent Bickham Lagudis
Colorado
$59K
SWM
346
SeaCrest Wealth Management
New York
$57K
APA
347
American Portfolios Advisors
New York
$56.9K +$5.86K +93 +11%
CFA
348
Carroll Financial Associates
North Carolina
$56K
S
349
SignatureFD
Georgia
$56K +$1.07K +17 +2%
PCG
350
Private Capital Group
Connecticut
$56K +$25.5K +405 +84%