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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 %
PCP
401
Proficio Capital Partners
Massachusetts
$15K 241 -247 -51%
HNB
402
Huntington National Bank
Ohio
$15K 250
QCG
403
Quadrant Capital Group
Ohio
$14K 272 -407 -60%
CAC
404
Certified Advisory Corp
Florida
$12K 200
CFD
405
Creative Financial Designs
Indiana
$12K 189 +63 +50%
PO
406
Private Ocean
California
$11K 189 +189 New
EWM
407
Endurance Wealth Management
Rhode Island
$10K 160
AIM
408
Advantage Investment Management
Iowa
$9K 147
FANJ
409
Financial Architects (New Jersey)
New Jersey
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$7.75K 125 -590 -83%
CB
411
Community Bank
New York
$7K 108
BCM
412
Brasada Capital Management
Texas
$6K 100
ME
413
McIlrath & Eck
Washington
$6K 94
VIA
414
Vantage Investment Advisors
Pennsylvania
$6K 100 +100 New
SIS
415
Sound Income Strategies
Florida
$5K 86 -38,188 -100%
NCM
416
Nelson Capital Management
California
$5K 78
AOWM
417
Alpha Omega Wealth Management
Virginia
$5K 85 +85 New
GEA
418
Glen Eagle Advisors
New Jersey
$4.65K 75 +25 +50%
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$4K 67
EARNEST Partners
420
EARNEST Partners
Georgia
$4K 72
PFBT
421
Parkside Financial Bank & Trust
Missouri
$4K 65 +65 New
GRP
422
Global Retirement Partners
California
$3K 46 -82 -64%
WAM
423
Wealthspire Advisors (Maryland)
Maryland
$2K 33 +21 +175%
ED
424
Exane Derivatives
France
$1.8K 29 +1 +4%
OFS
425
Orrstown Financial Services
Pennsylvania
$1K 24