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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 %
SIS
401
Sound Income Strategies
Florida
$6K
BCM
402
Brasada Capital Management
Texas
$6K
VIA
403
Vantage Investment Advisors
Pennsylvania
$6K
EARNEST Partners
404
EARNEST Partners
Georgia
$5K
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
NCM
406
Nelson Capital Management
California
$5K
AOWM
407
Alpha Omega Wealth Management
Virginia
$5K
TDC
408
Thompson Davis & Co
Virginia
$5K +$5K +76 New
JFA
409
JNBA Financial Advisors
Minnesota
$5K +$5K +87 New
ONST
410
Old North State Trust
North Carolina
$5K +$5K +92 New
OSAM
411
O'Shaughnessy Asset Management
Connecticut
$4K
PFBT
412
Parkside Financial Bank & Trust
Missouri
$4K +$59 +1 +1%
CHC
413
City Holding Co
West Virginia
$3K
ED
414
Exane Derivatives
France
$1.91K +$61 +1 +3%
TPWA
415
TRUE Private Wealth Advisors
Oregon
$1.57K +$1.57K +25 New
WAM
416
Wealthspire Advisors (Maryland)
Maryland
$1K
HWA
417
Heritage Wealth Advisors
Virginia
$1K +$1K +31 New
CF
418
Centaurus Financial
California
$348 -$304K -4,363 -100%
WG
419
Welch Group
Alabama
$121
MG
420
Markel Group
Virginia
-$46.5M -714,904 Closed
SCM
421
Sterling Capital Management
North Carolina
-$2.62M -40,298 Closed
TA
422
Townsend & Associates
Colorado
-$2.21M -34,050 Closed
BIMC
423
Benson Investment Management Company
Virginia
-$2.2M -33,800 Closed
MSL
424
Mackay Shields LLC
New York
-$2.03M -31,206 Closed
Renaissance Technologies
425
Renaissance Technologies
New York
-$1.85M -28,486 Closed