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W.P. Carey

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Shares
Change %
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$300K
PL
402
Plancorp LLC
Missouri
$300K
IWC
403
Integrated Wealth Concepts
Massachusetts
$299K -$14.9K -188 -5%
EAM
404
Evanson Asset Management
California
$298K
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$296K
FRM
406
Fox Run Management
Connecticut
$294K +$294K +3,692 New
AP
407
Appleton Partners
Massachusetts
$292K +$292K +3,672 New
SC
408
Stratford Consulting
Texas
$284K +$3.73K +47 +1%
KWM
409
Kingsview Wealth Management
Oregon
$283K -$98.7K -1,243 -26%
CCT
410
Capital City Trust
Florida
$282K +$282K +3,551 New
Assenagon Asset Management
411
Assenagon Asset Management
Luxembourg
$281K +$281K +3,535 New
CAM
412
Carret Asset Management
New York
$278K +$2.94K +37 +1%
HL
413
HeadInvest LLC
Maine
$277K +$32.5K +409 +13%
OI
414
Oakbrook Investments
Illinois
$273K +$8.2K +103 +3%
GSWM
415
Golden State Wealth Management
California
$271K +$2.07K +26 +0.8%
MPW
416
MA Private Wealth
California
$270K +$1.27K +16 +0.5%
IFWM
417
Institute for Wealth Management
Colorado
$268K -$169K -2,127 -39%
SW
418
SlateStone Wealth
Florida
$268K -$16.3K -205 -6%
5L
419
55I LLC
Massachusetts
$268K
BAMF
420
BI Asset Management Fondsmaeglerselskab
Denmark
$268K +$268K +3,365 New
LIA
421
LS Investment Advisors
Michigan
$264K
OIA
422
Optimum Investment Advisors
Illinois
$260K
OC
423
Oppenheimer & Co
New York
$259K -$81.6K -1,025 -24%
Lazard Asset Management
424
Lazard Asset Management
New York
$259K
BC
425
Brio Consultants
California
$258K -$35.2K -443 -12%