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W.P. Carey

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M
Name Market Value Shares Shares
Change
Shares
Change %
CCA
451
Clearwater Capital Advisors
Illinois
$200K 2,552 +2,552 New
PCG
452
Private Capital Group
Connecticut
$195K 2,455 -417 -15%
PA
453
Parallel Advisors
California
$189K 2,411 -242 -9%
KPW
454
Kore Private Wealth
New York
$183K 2,300 +2,300 New
RWA
455
Ropes Wealth Advisors
Massachusetts
$174K 2,226
FHB
456
First Hawaiian Bank
Hawaii
$173K 2,210 +430 +24%
MA
457
MUFG Americas
New York
$168K 2,147 +1,097 +104%
PFGIA
458
Patriot Financial Group Insurance Agency
Massachusetts
$167K 2,129 +102 +5%
BBNA
459
Bremer Bank National Association
Minnesota
$161K 2,030 +2,030 New
HTC
460
Haverford Trust Company
Pennsylvania
$157K 2,000 +2,000 New
AssetMark Inc
461
AssetMark Inc
California
$155K 1,985 +211 +12%
JFA
462
JNBA Financial Advisors
Minnesota
$152K 1,942
ESB
463
Essex Savings Bank
Connecticut
$143K 1,823
KFS
464
Kelly Financial Services
Massachusetts
$140K 1,784 +1,784 New
TCOV
465
Trust Company of Vermont
Vermont
$137K 1,750
AIC
466
Ameritas Investment Company
Nebraska
$128K 1,628 -415 -20%
THWM
467
Taylor Hoffman Wealth Management
Virginia
$128K 1,629 -274 -14%
LS
468
Livforsakringsbolaget Skandia
Sweden
$125K 1,600
GI
469
Gradient Investments
Minnesota
$120K 1,534 -542 -26%
GWMIA
470
Global Wealth Management Investment Advisory
Florida
$118K 1,508
FMP
471
Financial Management Professionals
Texas
RIA
472
Realta Investment Advisors
Delaware
$115K 1,474 +1,474 New
APA
473
American Portfolios Advisors
New York
$114K 1,450 +118 +9%
SFA
474
Semmax Financial Advisors
North Carolina
$112K 1,436
CAC
475
Certified Advisory Corp
Florida
$107K 1,360