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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 %
JFGIW
351
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
AIS
352
Accurate Investment Solutions
Pennsylvania
$53K
AS
353
Altshuler Shaham
Israel
$53K +$49.5K +783 +1,398%
THWM
354
Taylor Hoffman Wealth Management
Virginia
$51K
MA
355
MCF Advisors
Kentucky
$50K
TIM
356
Tortoise Investment Management
New York
$47K
CFA
357
Camarda Financial Advisors
Florida
$47K +$47K +750 New
PMFA
358
Plante Moran Financial Advisors
Michigan
$45K
CWM
359
Cedar Wealth Management
California
$45K
SIM
360
Sonora Investment Management
Arizona
$45K +$6.42K +102 +17%
WA
361
WealthTrust-Arizona
Arizona
$43K
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$37K +$9.67K +154 +35%
GWS
363
Glassman Wealth Services
Virginia
$35K -$16.8K -267 -32%
MWM
364
Mascoma Wealth Management
New Hampshire
$35K
SWP
365
Strategic Wealth Partners
Ohio
$33K +$11.5K +182 +53%
MA
366
MUFG Americas
New York
$32K
TWA
367
TCI Wealth Advisors
Arizona
$32K
OC
368
Oakworth Capital
Alabama
$32K
PSC
369
Prentiss Smith & Co
Vermont
$32K
TG
370
TLP Group
Illinois
$31K -$17.8K -284 -37%
Loomis, Sayles & Company
371
Loomis, Sayles & Company
Massachusetts
$31K
ME
372
McIlrath & Eck
Washington
$30K +$24.1K +388 +404%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$28K -$246K -3,916 -90%
TF
374
Tompkins Financial
New York
$26K
MYIA
375
Mount Yale Investment Advisors
Colorado
$26K +$26K +408 New