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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
351
Valeo Financial Advisors
Indiana
$84K +$84K +1,327 New
CAC
352
Certified Advisory Corp
Florida
$80K +$66.7K +1,021 +500%
LC
353
Landaas & Company
Wisconsin
$80K +$80K +1,236 New
GFP
354
Gryphon Financial Partners
Ohio
$77K
SPIA
355
Steward Partners Investment Advisory
New York
$74K
WT
356
Whittier Trust
California
$73K
PA
357
Parallel Advisors
California
$72K +$8.37K +130 +13%
AF
358
Allworth Financial
California
$70K -$66K
RCAG
359
Rehmann Capital Advisory Group
Michigan
$69.1K
QAM
360
QCI Asset Management
New York
$69K +$847 +13 +1%
JA
361
JOYN Advisors
Georgia
$64K +$63.4K +968 +10,756%
TSW
362
Thompson Siegel & Walmsley
Virginia
$63K
SBL
363
Sargent Bickham Lagudis
Colorado
$61K
SWM
364
SeaCrest Wealth Management
New York
$59K
CFA
365
Carroll Financial Associates
North Carolina
$58K
S
366
SignatureFD
Georgia
$57K +$13.7K +209 +32%
BC
367
Barnett & Company
Tennessee
$56K -$71.6K -1,110 -56%
JFGIW
368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K
AIS
369
Accurate Investment Solutions
Pennsylvania
$55K
THWM
370
Taylor Hoffman Wealth Management
Virginia
$53K -$13.3K -204 -20%
GWS
371
Glassman Wealth Services
Virginia
$53K +$17.2K +267 +48%
APA
372
American Portfolios Advisors
New York
$52.6K +$9.03K +139 +21%
MA
373
MCF Advisors
Kentucky
$52K
MCA
374
Mercer Capital Advisers
New Jersey
$51K
TG
375
TLP Group
Illinois
$51K +$51K +778 New