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W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CPO
326
Cerity Partners OCIO
New York
$358K +$28.2K +441 +9%
SC
327
Stratford Consulting
Texas
$346K +$346K +5,399 New
SFI
328
SPC Financial Inc
Maryland
$344K +$344K +5,368 New
Russell Investments Group
329
Russell Investments Group
United Kingdom
$342K -$473K -7,389 -58%
PIA
330
Pinion Investment Advisors
Kansas
$341K -$58.5K -913 -15%
CIAS
331
Capital Investment Advisory Services
North Carolina
$334K +$23.6K +369 +8%
DDC
332
DF Dent & Co
Maryland
$333K
RFM
333
Royal Fund Management
Florida
$333K +$48.1K +752 +17%
CFGS
334
Concourse Financial Group Securities
Alabama
$333K +$247K +3,808 +287%
CPA
335
Capital Planning Advisors
California
$331K +$331K +5,175 New
ECM
336
Evergreen Capital Management
Washington
$330K +$32K +499 +11%
MCP
337
Mirador Capital Partners
California
$327K +$327K +5,111 New
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$327K +$327K +5,105 New
FRM
339
Fox Run Management
Connecticut
$325K +$325K +5,082 New
BCWM
340
Blue Chip Wealth Management
Florida
$322K +$16.4K +256 +5%
LWS
341
Lucia Wealth Services
California
$320K +$320K +5,003 New
CCA
342
Conestoga Capital Advisors
Pennsylvania
$317K
QT
343
Quantamental Technologies
New York
$308K +$308K +4,810 New
FFSOTS
344
Fiduciary Financial Services of The Southwest
Texas
$306K
VHAM
345
Van Hulzen Asset Management
California
$304K +$16.3K +255 +6%
Allianz Asset Management
346
Allianz Asset Management
Germany
$302K +$302K +4,719 New
RFC
347
Regions Financial Corp
Alabama
$301K
BPA
348
Beacon Pointe Advisors
California
$299K +$299K +4,670 New
MSFP
349
Mark Sheptoff Financial Planning
Connecticut
$298K
FC
350
FCA Corp
Texas
$292K