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W.P. Carey

414 hedge funds and large institutions have $3.72B invested in W.P. Carey in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 138 increasing their positions, 99 reducing their positions, and 20 closing their positions.

Holders
414
Holders Change
+56
Holders Change %
+15.64%
% of All Funds
9.4%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
77
Increased
138
Reduced
99
Closed
20
Calls
$9.78M
Puts
$5.08M
Net Calls
+$4.71M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Shares
Change %
PSC
376
Prentiss Smith & Co
Vermont
$34K
MA
377
MUFG Americas
New York
$34K
RIA
378
RPG Investment Advisory
California
$31K
SFG
379
SevenBridge Financial Group
Pennsylvania
$29K
TF
380
Tompkins Financial
New York
$28K
KF
381
Krilogy Financial
Missouri
$27K
BWM
382
Baystate Wealth Management
Massachusetts
$23K
CG
383
Cutler Group
California
$23K +$9.03K +139 +65%
PFA
384
Pathway Financial Advisors
Vermont
$23K +$23K +336 New
GI
385
Gradient Investments
Minnesota
$23K +$23K +342 New
SFSIG
386
San Francisco Sentry Investment Group
California
$22K +$272 +4 +1%
FMB
387
Field & Main Bank
Kentucky
$22K +$22K +332 New
KTC
388
Kistler-Tiffany Companies
Pennsylvania
$21K
FMP
389
Financial Management Professionals
Texas
$20K
SP
390
SWS Partners
Ohio
$19K +$19K +280 New
HNB
391
Huntington National Bank
Ohio
$17K -$34.1K -511 -67%
VNA
392
Valley National Advisers
Pennsylvania
$17K -$12K
TG
393
TLP Group
Illinois
$15K -$236K -3,524 -94%
AIM
394
Arcadia Investment Management
Michigan
$15K -$14K
FFG
395
Ford Financial Group
California
$15K +$15K +237 New
CAC
396
Certified Advisory Corp
Florida
$13K +$13K +204 New
WCM
397
Whitener Capital Management
North Carolina
$12K +$12K +179 New
FANJ
398
Financial Architects (New Jersey)
New Jersey
$11K -$11K
EWM
399
Endurance Wealth Management
Rhode Island
$11K
AIM
400
Advantage Investment Management
Iowa
$10K