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W.P. Carey

422 hedge funds and large institutions have $3.36B invested in W.P. Carey in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 176 increasing their positions, 112 reducing their positions, and 43 closing their positions.

Holders
422
Holders Change
+8
Holders Change %
+1.93%
% of All Funds
9.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
176
Reduced
112
Closed
43
Calls
$8.23M
Puts
$7.63M
Net Calls
+$609K
Net Calls Change
-$4.1M
Name Market Value Shares Shares
Change
Shares
Change %
S
376
SignatureFD
Georgia
$40K 649 +649 New
SIM
377
Sonora Investment Management
Arizona
$37.2K 600
MWM
378
Mascoma Wealth Management
New Hampshire
$34K 550 -200 -27%
GWS
379
Glassman Wealth Services
Virginia
$34K 545
OC
380
Oakworth Capital
Alabama
$32K 501
TWA
381
TCI Wealth Advisors
Arizona
$31K 500 -500 -50%
MA
382
MUFG Americas
New York
$31K 500
PSC
383
Prentiss Smith & Co
Vermont
$31K 500
PCG
384
Private Capital Group
Connecticut
$30K 475 +323 +213%
Loomis, Sayles & Company
385
Loomis, Sayles & Company
Massachusetts
$30K 486 +486 New
RIA
386
RPG Investment Advisory
California
$28K 450
Parallax Volatility Advisers
387
Parallax Volatility Advisers
California
$28K 457 +427 +1,423%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$26K 424 -798 -65%
SFG
389
SevenBridge Financial Group
Pennsylvania
$26K 422
TF
390
Tompkins Financial
New York
$25K 405
GI
391
Gradient Investments
Minnesota
$21K 335
SWP
392
Strategic Wealth Partners
Ohio
$21K 334 +334 New
PFA
393
Pathway Financial Advisors
Vermont
$20K 329
FMB
394
Field & Main Bank
Kentucky
$20K 325
SFSIG
395
San Francisco Sentry Investment Group
California
$20K 322 +5 +2%
OIA
396
OneDigital Investment Advisors
Kansas
$20K 320 +320 New
KTC
397
Kistler-Tiffany Companies
Pennsylvania
$19K 300
FMP
398
Financial Management Professionals
Texas
$18K 294
SP
399
SWS Partners
Ohio
$17K 274
EWM
400
Elmwood Wealth Management
California
$15.3K 246 +246 New