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W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Market Value Shares Shares
Change
Shares
Change %
MA
451
MUFG Americas
New York
$69K 1,050 +550 +110%
MOS
452
MGO One Seven
Ohio
$69K 1,063 +1,063 New
RCAG
453
Rehmann Capital Advisory Group
Michigan
$68K 1,041
S
454
SignatureFD
Georgia
$68K 1,043 +172 +20%
CFA
455
Camarda Financial Advisors
Florida
$68K 1,038 +303 +41%
BBHC
456
Brown Brothers Harriman & Co
New York
$65K 1,000
SWP
457
Strategic Wealth Partners
Ohio
$65K 935 +423 +83%
TCM
458
Tradewinds Capital Management
Washington
$65K 991 +991 New
BCI
459
Brinker Capital Investments
Pennsylvania
$63K 965 +800 +485%
IF
460
Ironwood Financial
Arizona
$63K 962 +962 New
TSW
461
Thompson Siegel & Walmsley
Virginia
$62K 949
CFA
462
Carroll Financial Associates
North Carolina
$58K 876
SWM
463
SeaCrest Wealth Management
New York
$58K 888
SIS
464
Sound Income Strategies
Florida
$58K 895 +800 +842%
AIS
465
Accurate Investment Solutions
Pennsylvania
$54K 825
CWM
466
Cedar Wealth Management
California
$52K 800 +100 +14%
MA
467
MCF Advisors
Kentucky
$51K 782
LFG
468
LifePlan Financial Group
Ohio
$51K 786 +786 New
BHWM
469
Bay Harbor Wealth Management
Maryland
$49K 743 +743 New
TIM
470
Tortoise Investment Management
New York
$48K 727
VLKIM
471
Van Lanschot Kempen Investment Management
Netherlands
$47K 713 -32,750 -98%
1NWS
472
1 North Wealth Services
Maryland
$47K 720 +720 New
SIM
473
Sonora Investment Management
Arizona
$46K 700
PMFA
474
Plante Moran Financial Advisors
Michigan
$46K 703
BWM
475
Baystate Wealth Management
Massachusetts
$45K 641 +641 New