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W.P. Carey

640 hedge funds and large institutions have $8.12B invested in W.P. Carey in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+43
Holders Change %
+7.2%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
109
Increased
227
Reduced
171
Closed
59
Calls
$18.8M
Puts
$22.2M
Net Calls
-$3.44M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
401
Insight Wealth Strategies
California
$375K +$108K +1,379 +41%
FFSOTS
402
Fiduciary Financial Services of The Southwest
Texas
$374K
AWA
403
Arete Wealth Advisors
Illinois
$372K -$41.3K -534 -10%
GCA
404
Gideon Capital Advisors
New York
$372K +$372K +4,748 New
BBA
405
Braun-Bostich & Associates
Pennsylvania
$367K
NPT
406
Nixon Peabody Trust
Massachusetts
$366K +$366K +4,671 New
ECM
407
Evergreen Capital Management
Washington
$365K -$38.4K -490 -10%
LMAM
408
Legg Mason Asset Management
Japan
$361K +$20.6K +266 +6%
GIA
409
Guyasuta Investment Advisors
Pennsylvania
$361K +$69.1K +883 +24%
PWA
410
Physician Wealth Advisors
Utah
$360K -$36.6K -449 -9%
BOH
411
Bank of Hawaii
Hawaii
$358K -$11.9K -152 -3%
FC
412
FCA Corp
Texas
$358K
GT
413
Greenleaf Trust
Michigan
$355K +$8.39K +107 +2%
TFA
414
TPG Financial Advisors
Oregon
$354K +$21.7K +276 +7%
IRF
415
IBM Retirement Fund
New York
$353K -$941 -12 -0.3%
S
416
SignatureFD
Georgia
$352K -$23K -293 -6%
WMA
417
Wealth Management Associates
New Jersey
$345K -$136K -1,737 -28%
SW
418
SlateStone Wealth
Florida
$344K +$80K +1,021 +30%
HAM
419
Highstreet Asset Management
Ontario, Canada
$341K +$341K +4,349 New
RFC
420
Regions Financial Corp
Alabama
$339K -$10.9K -139 -3%
CPO
421
Cerity Partners OCIO
New York
$339K +$2.91K +35 +0.9%
CAN
422
Claraphi Advisory Network
United States
$337K -$560K -7,138 -62%
BC
423
Brio Consultants
California
$337K +$112K +1,431 +50%
LNC
424
Lincoln National Corp
Pennsylvania
$336K -$27.7K -353 -8%
OIA
425
Optimum Investment Advisors
Illinois
$336K