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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 %
BRWA
401
B. Riley Wealth Advisors
Florida
$208K +$208K +3,238 New
HFS
402
HL Financial Services
Kentucky
$204K +$204K +3,194 New
LNWWM
403
Laird Norton Wetherby Wealth Management
California
$203K +$203K +3,166 New
BC
404
Burney Company
Virginia
$203K +$203K +3,175 New
LI
405
LVZ Inc
Michigan
$202K +$202K +3,152 New
CWM
406
Catamount Wealth Management
Connecticut
$200K +$200K +2,722 New
CSS
407
Cubist Systematic Strategies
Connecticut
$196K +$196K +3,063 New
PCG
408
Private Capital Group
Connecticut
$191K +$133K +2,042 +229%
AIG
409
American International Group
New York
$190K +$64.4K +1,004 +51%
AF
410
Allworth Financial
California
$187K -$68K
WG
411
Welch Group
Alabama
$182K +$59.5K +933 +49%
AIL
412
AGF Investments LLC
Ontario, Canada
$176K +$106K +1,652 +151%
SF
413
Synovus Financial
Georgia
$173K
PA
414
Parallel Advisors
California
$173K +$56.4K +883 +48%
FHA
415
First Horizon Advisors
Tennessee
$172K +$172K +2,687 New
AWM
416
AllSquare Wealth Management
New York
$170K
RWA
417
Ropes Wealth Advisors
Massachusetts
$145K -$6.51K -102 -4%
GI
418
Gradient Investments
Minnesota
$136K +$124K +1,926 +993%
WA
419
WealthTrust-Arizona
Arizona
$135K +$91.1K +1,427 +208%
BTNA
420
Bremer Trust National Association
Minnesota
$133K +$133K +2,073 New
AIC
421
Ameritas Investment Company
Nebraska
$133K +$133K +2,086 New
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$94.4K +1,481 +251%
KBC Group
423
KBC Group
Belgium
$132K +$132K +2,058 New
JFA
424
JNBA Financial Advisors
Minnesota
$127K +$121K +1,896 +2,179%
THWM
425
Taylor Hoffman Wealth Management
Virginia
$124K +$72.1K +1,130 +139%