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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 %
AF
351
Allworth Financial
California
RCAG
352
Rehmann Capital Advisory Group
Michigan
$65K 1,041 +1,041 New
QAM
353
QCI Asset Management
New York
$63K 1,024 +13 +1%
THWM
354
Taylor Hoffman Wealth Management
Virginia
$62K 996 +30 +3%
PA
355
Parallel Advisors
California
$60K 968 -228 -19%
TSW
356
Thompson Siegel & Walmsley
Virginia
$59K 949 -2,100 -69%
MOS
357
MGO One Seven
Ohio
$58K 942 +3 +0.3%
FCM
358
Frontier Capital Management
Massachusetts
$58K 930 +51 +6%
SBL
359
Sargent Bickham Lagudis
Colorado
$57K 922
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$57K 915 +280 +44%
SWM
361
SeaCrest Wealth Management
New York
$55K 888 +16 +2%
CFA
362
Carroll Financial Associates
North Carolina
$54K 876
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K 850
AIS
364
Accurate Investment Solutions
Pennsylvania
$51K 825
PCIA
365
Prime Capital Investment Advisors
Kansas
$51K 830
TCOV
366
Trust Company of Vermont
Vermont
$50K 800
MA
367
MCF Advisors
Kentucky
$48K 782
MCA
368
Mercer Capital Advisers
New Jersey
$48K 775
JCM
369
Jacobi Capital Management
Pennsylvania
$46K 745
TIM
370
Tortoise Investment Management
New York
$45K 727 -525 -42%
PMFA
371
Plante Moran Financial Advisors
Michigan
$44K 703
ACM
372
Armbruster Capital Management
New York
$43K 690
CWM
373
Cedar Wealth Management
California
$43K 700
WA
374
WealthTrust-Arizona
Arizona
$42K 673
APA
375
American Portfolios Advisors
New York
$40.7K 657 -775 -54%