We are live on ! Find out more
WPC icon

W.P. Carey

355 hedge funds and large institutions have $3.11B invested in W.P. Carey in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 137 increasing their positions, 88 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 88

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

2% more funds holding

Funds holding: 348355 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.05% less ownership

Funds ownership: 50.6%50.55% (-0.05%)

6% less call options, than puts

Call options by funds: $6.93M | Put options by funds: $7.37M

7% less capital invested

Capital invested by funds: $3.36B → $3.11B (-$251M)

Holders
355
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
51
Increased
137
Reduced
88
Closed
36
Calls
$6.93M
Puts
$7.37M
Net Calls
-$439K
Net Calls Change
-$348K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
Optimum Investment Advisors
Illinois
-$458K -7,249 Closed
ACM
377
Argentus Capital Management
Texas
-$433K -6,856 Closed
LWAC
378
Laurel Wealth Advisors (California)
California
-$303K -4,799 Closed
QT
379
Quantbot Technologies
New York
-$276K -4,382 Closed
NFG
380
Nations Financial Group
Iowa
-$274K -4,342 Closed
TPWA
381
TRUE Private Wealth Advisors
Oregon
-$255K -4,173 Closed
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
-$263K -4,163 Closed
PP
383
Paloma Partners
Connecticut
-$260K -4,111 Closed
CCMD
384
Cypress Capital Management (Delaware)
Delaware
-$254K -4,023 Closed
KIM
385
Karpus Investment Management
New York
-$251K -3,971 Closed
SB
386
Suntrust Banks
Georgia
-$242K -3,859 Closed
JIC
387
Joel Isaacson & Co
New York
-$243K -3,837 Closed
Skandinaviska Enskilda Banken (SEB)
388
Skandinaviska Enskilda Banken (SEB)
Sweden
-$232K -3,676 Closed
HAG
389
HighPoint Advisor Group
Illinois
-$203K -3,637 Closed
CIBC Asset Management
390
CIBC Asset Management
Ontario, Canada
-$216K -3,423 Closed
WIC
391
Whitegate Investment Counselors
New Hampshire
-$216K -3,420 Closed
CAN
392
Cetera Advisor Networks
California
-$207K -3,273 Closed
FIM
393
Freedom Investment Management
Connecticut
-$203K -3,210 Closed
Canada Pension Plan Investment Board
394
Canada Pension Plan Investment Board
Ontario, Canada
-$148K -2,348 Closed
ARMT
395
Amica Retiree Medical Trust
Rhode Island
-$78K -1,227 Closed
FFC
396
First Financial Corp
Indiana
-$26K -408 Closed
WIC
397
Woodmont Investment Counsel
Tennessee
-$13K -204 Closed