WPC icon

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 %
CT
426
Cambridge Trust
Massachusetts
$256K
AF
427
Allworth Financial
California
$256K -$246K
HIS
428
Harvest Investment Services
Illinois
$253K +$253K +3,215 New
LI
429
LVZ Inc
Michigan
$251K
NWM
430
Northwest Wealth Management
Iowa
$250K
BCM
431
Brookstone Capital Management
Illinois
$247K -$82.7K -1,038 -25%
NEPWA
432
New England Private Wealth Advisors
Massachusetts
$247K +$558 +7 +0.2%
Manulife (Manufacturers Life Insurance)
433
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246K -$31.4K -394 -11%
DC
434
Derby & Company
Massachusetts
$245K +$245K +3,078 New
VV
435
Verity & Verity
South Carolina
$245K +$245K +3,083 New
HIMC
436
Heritage Investors Management Corp
Maryland
$244K
DAS
437
Dynamic Advisor Solutions
Arizona
$243K
BAS
438
Brown Advisory Securities
Maryland
$241K -$252K -3,174 -51%
APP
439
Avantax Planning Partners
Iowa
$237K
LWM
440
Lenox Wealth Management
Ohio
$232K
CIA
441
Capital Investment Advisors
Georgia
$232K
WIC
442
Whitegate Investment Counselors
New Hampshire
$229K
ACM
443
AlphaStar Capital Management
North Carolina
$229K +$159 +2 +0.1%
HS
444
HighVista Strategies
Massachusetts
$227K -$24.3K -306 -10%
PA
445
Prism Advisors
California
$227K
WPP
446
Whalerock Point Partners
Rhode Island
$226K +$226K +2,843 New
AIG
447
American International Group
New York
$222K -$5.16K -65 -2%
APA
448
American Portfolios Advisors
New York
$221K +$104K +1,304 +88%
ATC
449
Argent Trust Co
Tennessee
$220K
RWM
450
Ritholtz Wealth Management
New York
$217K