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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 %
AIC
426
Archer Investment Corporation
Indiana
$336K
PHIMC
427
Private Harbour Investment Management & Counsel
Ohio
$332K -$14K -179 -4%
Manulife (Manufacturers Life Insurance)
428
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$24.6K -314 -7%
WS
429
Wedbush Securities
California
$329K -$18K -230 -5%
HPC
430
HM Payson & Co
Maine
$323K
AP
431
Advisor Partners
California
$322K -$20.3K -249 -6%
SLG
432
Stanley-Laman Group
Pennsylvania
$320K +$320K +4,085 New
AssetMark Inc
433
AssetMark Inc
California
$319K +$104K +1,324 +48%
OFS
434
OneAscent Financial Services
Alabama
$318K +$318K +4,063 New
NP
435
NorthRock Partners
Minnesota
$316K +$316K +4,031 New
CG
436
Colony Group
Massachusetts
$312K +$15.1K +192 +5%
MPW
437
Monterey Private Wealth
California
$310K +$310K +3,951 New
LA
438
LVW Advisors
New York
$309K +$4.86K +62 +2%
MC
439
Moors & Cabot
Massachusetts
$308K -$52.4K -668 -15%
IC
440
IEQ Capital
California
$307K +$307K +3,899 New
HFA
441
High Falls Advisors
New York
$304K -$24K -306 -7%
BPA
442
Beacon Pointe Advisors
California
$304K -$14.8K -188 -5%
OWD
443
Osborn Williams & Donohoe
Ohio
$304K
Fuller & Thaler Asset Management
444
Fuller & Thaler Asset Management
California
$304K +$304K +3,880 New
JIC
445
Joel Isaacson & Co
New York
$301K
RWM
446
Ritholtz Wealth Management
New York
$301K +$87.6K +1,117 +41%
HL
447
HeadInvest LLC
Maine
$297K +$9.02K +115 +3%
PL
448
Plancorp LLC
Missouri
$296K
EAM
449
Evanson Asset Management
California
$294K
POIA
450
Pin Oak Investment Advisors
Texas
$291K -$46.9K -599 -14%