WPC icon

W.P. Carey

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
376
Next Financial Group
Texas
$23K +$23K +358 New
PCP
377
Proficio Capital Partners
Massachusetts
$22K +$6.67K +107 +43%
FMB
378
Field & Main Bank
Kentucky
$21K
RIA
379
RPG Investment Advisory
California
$19K -$9.5K -153 -33%
KTC
380
Kistler-Tiffany Companies
Pennsylvania
$19K
FMP
381
Financial Management Professionals
Texas
$19K -$20K
QCG
382
Quadrant Capital Group
Ohio
$19K
QCIG
383
Quad-Cities Investment Group
Iowa
$19K
APP
384
Avantax Planning Partners
Iowa
$17K +$17K +276 New
HNB
385
Huntington National Bank
Ohio
$16K +$63 +1 +0.4%
MPIA
386
Mountain Pacific Investment Advisers
Idaho
$16K +$16K +255 New
EWM
387
Elmwood Wealth Management
California
$15.8K -$15.8K -251 -50%
PWAG
388
Polaris Wealth Advisory Group
California
$15K +$15K +239 New
FANJ
389
Financial Architects (New Jersey)
New Jersey
$13K -$14K
GI
390
Gradient Investments
Minnesota
$12K -$9.16K -148 -43%
BWM
391
BerganKDV Wealth Management
Minnesota
$12K -$13K
BCI
392
Brinker Capital Investments
Pennsylvania
$11K -$377K -5,752 -97%
PCM
393
Peregrine Capital Management
Minnesota
$10K
EWM
394
Endurance Wealth Management
Rhode Island
$10K +$10K +163 New
MIM
395
MetLife Investment Management
New Jersey
$9.33K +$9.33K +148 New
AIM
396
Advantage Investment Management
Iowa
$9K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$8.04K
AF
398
Advisornet Financial
Minnesota
$8K
VFA
399
Valeo Financial Advisors
Indiana
$7K -$84.1K -1,225 -92%
CB
400
Community Bank
New York
$7K