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W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
376
Northwest Wealth Management
Iowa
$244K +$159K +2,479 +187%
PL
377
Plancorp LLC
Missouri
$242K
EAM
378
Evanson Asset Management
California
$240K +$240K +3,747 New
FWM
379
Focused Wealth Management
New York
$240K +$240K +3,756 New
CIA
380
Capital Investment Advisors
Georgia
$239K +$239K +3,733 New
GIA
381
Guyasuta Investment Advisors
Pennsylvania
$238K +$238K +3,727 New
CG
382
Colony Group
Massachusetts
$236K +$236K +3,681 New
Point72 Asset Management
383
Point72 Asset Management
Connecticut
$234K +$234K +3,660 New
BC
384
Brio Consultants
California
$234K +$234K +3,660 New
RC
385
Roundview Capital
New Jersey
$232K +$232K +3,632 New
VC
386
Voit & Company
Wisconsin
$230K +$230K +3,589 New
SSB
387
Sandy Spring Bank
Maryland
$227K +$15.7K +245 +7%
BAM
388
Bruderman Asset Management
New York
$223K +$93.1K +1,453 +72%
KeyBank National Association
389
KeyBank National Association
Ohio
$221K +$221K +3,454 New
Manulife (Manufacturers Life Insurance)
390
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K +$221K +3,454 New
CAM
391
Carret Asset Management
New York
$219K +$2.82K +44 +1%
APP
392
Avantax Planning Partners
Iowa
$219K +$201K +3,154 +1,143%
Federated Hermes
393
Federated Hermes
Pennsylvania
$217K -$20K -312 -8%
EWA
394
EP Wealth Advisors
California
$217K +$217K +3,387 New
MPW
395
MA Private Wealth
California
$216K +$216K +3,368 New
DAS
396
Dynamic Advisor Solutions
Arizona
$215K +$215K +3,052 New
LIA
397
LS Investment Advisors
Michigan
$212K +$212K +3,316 New
Lazard Asset Management
398
Lazard Asset Management
New York
$209K
OIA
399
Optimum Investment Advisors
Illinois
$209K
IWC
400
Integrated Wealth Concepts
Massachusetts
$209K +$209K +3,261 New