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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
376
Tortoise Investment Management
New York
$48K
PMFA
377
Plante Moran Financial Advisors
Michigan
$47K
CWM
378
Cedar Wealth Management
California
$46K
WA
379
WealthTrust-Arizona
Arizona
$45K
SIM
380
Sonora Investment Management
Arizona
$40K
MWM
381
Mascoma Wealth Management
New Hampshire
$36K
MA
382
MUFG Americas
New York
$33K
TWA
383
TCI Wealth Advisors
Arizona
$33K
OC
384
Oakworth Capital
Alabama
$33K
PSC
385
Prentiss Smith & Co
Vermont
$33K
PCG
386
Private Capital Group
Connecticut
$32K
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$32K
EWM
388
Elmwood Wealth Management
California
$31.6K +$15.8K +251 +100%
RIA
389
RPG Investment Advisory
California
$30K
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$129 +2 +0.5%
WT
391
Washington Trust
Rhode Island
$28K +$28K +434 New
TF
392
Tompkins Financial
New York
$27K
SWP
393
Strategic Wealth Partners
Ohio
$22K
GI
394
Gradient Investments
Minnesota
$22K
SFG
395
SevenBridge Financial Group
Pennsylvania
$21K -$7.73K -116 -27%
FMB
396
Field & Main Bank
Kentucky
$21K
OIA
397
OneDigital Investment Advisors
Kansas
$21K
FMP
398
Financial Management Professionals
Texas
$20K -$18K -300 Closed
KTC
399
Kistler-Tiffany Companies
Pennsylvania
$20K
QCG
400
Quadrant Capital Group
Ohio
$20K +$4.29K +76 +27%