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W.P. Carey

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Shares
Change %
VBFG
326
Vishria Bird Financial Group
Tennessee
$489K -$119K -1,501 -20%
BSW
327
Buckingham Strategic Wealth
Missouri
$489K
DMK
328
David M. Knott
$487K
CIC
329
Carnegie Investment Counsel
Ohio
$485K -$52.8K -664 -10%
RJT
330
Raymond James Trust
Florida
$485K -$27.8K -350 -5%
AI
331
Atria Investments
North Carolina
$482K +$72.6K +845 +18%
SCCM
332
Schafer Cullen Capital Management
New York
$476K -$1.24K -15 -0.3%
AI
333
Atom Investors
Texas
$474K -$376K -4,736 -44%
CCM
334
Covington Capital Management
California
$467K -$450K
CFGS
335
Concourse Financial Group Securities
Alabama
$463K -$22K -273 -5%
FNBOMD
336
First National Bank of Mount Dora
Florida
$463K
MYAM
337
Meiji Yasuda Asset Management
Japan
$462K +$8.91K +112 +2%
Axa
338
Axa
France
$462K +$462K +5,812 New
VF
339
Virtu Financial
New York
$460K -$596K -7,496 -56%
CPO
340
Cerity Partners OCIO
New York
$452K +$3.26K +41 +0.7%
Fisher Asset Management
341
Fisher Asset Management
Washington
$451K -$82K -1,032 -15%
FBC
342
Fairfield, Bush & Co
Connecticut
$446K -$105K -1,327 -19%
AWA
343
Arete Wealth Advisors
Illinois
$446K -$9.55K -120 -2%
BFS
344
Bradley Foster & Sargent
Connecticut
$444K -$36.5K -459 -8%
PCA
345
Personal Capital Advisors
California
$437K +$41.3K +519 +10%
RIM
346
Redpoint Investment Management
Australia
$428K -$665K -8,366 -61%
TCM
347
Teza Capital Management
Illinois
$427K +$427K +5,367 New
LNC
348
Lincoln National Corp
Pennsylvania
$416K +$178K +2,240 +75%
CCM
349
Cribstone Capital Management
Maine
$415K -$710K -8,931 -63%
DDC
350
DF Dent & Co
Maryland
$414K