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W.P. Carey

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Shares
Change %
EOJOAM
401
E. Ohman J:or Asset Management
Sweden
$331K
PL
402
Plancorp LLC
Missouri
$331K
IWC
403
Integrated Wealth Concepts
Massachusetts
$330K
BAMF
404
BI Asset Management Fondsmaeglerselskab
Denmark
$329K +$34.3K +392 +12%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$328K -$27.4K -313 -8%
EAM
406
Evanson Asset Management
California
$328K
GIA
407
Guyasuta Investment Advisors
Pennsylvania
$327K
FNBT
408
FineMark National Bank & Trust
Florida
$325K +$325K +3,712 New
SFI
409
SPC Financial Inc
Maryland
$322K -$87.6K -1,000 -21%
AP
410
Appleton Partners
Massachusetts
$322K
HL
411
HeadInvest LLC
Maine
$322K +$16.8K +192 +6%
SC
412
Stratford Consulting
Texas
$317K +$3.77K +43 +1%
PIA
413
Pinion Investment Advisors
Kansas
$311K -$109K -1,241 -26%
FI
414
FormulaFolio Investments
Michigan
$311K -$22.3K -254 -7%
Assenagon Asset Management
415
Assenagon Asset Management
Luxembourg
$310K
OI
416
Oakbrook Investments
Illinois
$310K +$8.95K +102 +3%
ZAM
417
Zevin Asset Management
Massachusetts
$301K -$290K -3,313 -49%
MPW
418
MA Private Wealth
California
$299K +$1.23K +14 +0.4%
IWS
419
Insight Wealth Strategies
California
$298K +$298K +3,401 New
Jones Financial Companies
420
Jones Financial Companies
Missouri
$296K +$296K +3,371 New
SW
421
SlateStone Wealth
Florida
$295K
PCM
422
Poehling Capital Management
Wisconsin
$294K +$294K +3,354 New
LIA
423
LS Investment Advisors
Michigan
$291K
NWM
424
Northwest Wealth Management
Iowa
$290K +$14.3K +163 +5%
SFA
425
Sequoia Financial Advisors
Ohio
$290K +$290K +3,308 New