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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 %
AWE
351
Avidian Wealth Enterprises
Texas
$291K +$291K +4,553 New
PSUF
352
People's United Financial
Connecticut
$287K +$25.7K +401 +10%
SS
353
Sunbelt Securities
Texas
$281K +$281K +2,133 New
AIC
354
Archer Investment Corporation
Indiana
$281K +$281K +4,390 New
IRF
355
IBM Retirement Fund
New York
$280K +$45.7K +713 +19%
VWA
356
V Wealth Advisors
Kansas
$277K +$277K +4,172 New
GAM
357
Garrison Asset Management
Arkansas
$276K
GT
358
Greenleaf Trust
Michigan
$276K +$6.85K +107 +3%
POIA
359
Pin Oak Investment Advisors
Texas
$276K +$163K +2,543 +144%
CIBC Asset Management
360
CIBC Asset Management
Ontario, Canada
$273K
OC
361
Oppenheimer & Co
New York
$273K +$447 +7 +0.2%
WS
362
Wedbush Securities
California
$269K +$24.5K +383 +10%
HFA
363
High Falls Advisors
New York
$268K -$303K
GFPC
364
Global Financial Private Capital
Florida
$266K +$266K +4,113 New
AAS
365
Avantax Advisory Services
Texas
$265K +$265K +4,065 New
MSS
366
Mitchell Sinkler & Starr
Pennsylvania
$261K -$3.26K -51 -1%
UAS
367
United Asset Strategies
New York
$261K
WG
368
Winton Group
United Kingdom
$261K +$261K +4,086 New
JIC
369
Joel Isaacson & Co
New York
$259K
BCM
370
Brookstone Capital Management
Illinois
$255K +$255K +3,979 New
CWM
371
Cornerstone Wealth Management
Missouri
$254K -$3.15M -49,063 -93%
KIM
372
Karpus Investment Management
New York
$254K
TD Asset Management
373
TD Asset Management
Ontario, Canada
$252K +$252K +3,938 New
LA
374
LVW Advisors
New York
$248K
OIA
375
OneDigital Investment Advisors
Kansas
$246K +$246K +3,843 New