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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 %
QCIG
401
Quad-Cities Investment Group
Iowa
$20K +$20K +306 New
HNB
402
Huntington National Bank
Ohio
$17K โ€“ โ€“ โ€“
PCP
403
Proficio Capital Partners
Massachusetts
$16K โ€“ โ€“ โ€“
FANJ
404
Financial Architects (New Jersey)
New Jersey
$14K -$9K โ€“ โ€“
BWM
405
BerganKDV Wealth Management
Minnesota
$13K โ€“ โ€“ โ€“
PO
406
Private Ocean
California
$13K +$199 +3 +2%
AIM
407
Advantage Investment Management
Iowa
$10K โ€“ โ€“ โ€“
PCM
408
Peregrine Capital Management
Minnesota
$10K +$10K +153 New
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$8.29K โ€“ โ€“ โ€“
AF
410
Advisornet Financial
Minnesota
$8K +$8K +124 New
BCM
411
Brasada Capital Management
Texas
$7K โ€“ โ€“ โ€“
VIA
412
Vantage Investment Advisors
Pennsylvania
$7K โ€“ โ€“ โ€“
CB
413
Community Bank
New York
$7K โ€“ โ€“ โ€“
B
414
Bridgeworth
Alabama
$7K +$7K +123 New
AOWM
415
Alpha Omega Wealth Management
Virginia
$6K โ€“ โ€“ โ€“
ME
416
McIlrath & Eck
Washington
$6K โ€“ โ€“ โ€“
SIS
417
Sound Income Strategies
Florida
$6K +$557 +9 +10%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$78.5K -1,225 -94%
NCM
419
Nelson Capital Management
California
$5K โ€“ โ€“ โ€“
EARNEST Partners
420
EARNEST Partners
Georgia
$5K โ€“ โ€“ โ€“
GEA
421
Glen Eagle Advisors
New Jersey
$4.98K โ€“ โ€“ โ€“
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$4K โ€“ โ€“ โ€“
PFBT
423
Parkside Financial Bank & Trust
Missouri
$4K +$60 +1 +2%
AS
424
Altshuler Shaham
Israel
$4K +$4K +56 New
PIA
425
Piedmont Investment Advisors
North Carolina
$3K +$3K +42 New