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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 %
CCA
451
Cobblestone Capital Advisors
New York
$216K
CG
452
Cutler Group
California
$215K +$215K +2,708 New
EIA
453
Edgemoor Investment Advisors
Maryland
$214K
SSB
454
Sandy Spring Bank
Maryland
$214K
AWA
455
Acorn Wealth Advisors
Michigan
$214K +$214K +2,491 New
SF
456
Synovus Financial
Georgia
$213K
LCM
457
Leisure Capital Management
California
$212K
KPW
458
Kore Private Wealth
New York
$212K +$25.6K +322 +14%
WG
459
Welch Group
Alabama
$211K -$15.8K -199 -7%
GT
460
Glenview Trust
Kentucky
$211K
AWM
461
AllSquare Wealth Management
New York
$211K
QT
462
Quantbot Technologies
New York
$208K +$208K +2,628 New
CCA
463
Clearwater Capital Advisors
Illinois
$207K
HB
464
Homrich & Berg
Georgia
$204K +$204K +2,567 New
JF
465
JSF Financial
California
$203K +$203K +2,550 New
VAG
466
VisionPoint Advisory Group
Texas
$203K +$203K +2,553 New
TBA
467
Tower Bridge Advisors
Pennsylvania
$203K +$203K +2,553 New
DSN
468
D. Scott Neal
Kentucky
$201K +$201K +2,523 New
AssetMark Inc
469
AssetMark Inc
California
$198K +$36.5K +458 +23%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$21K +264 +12%
PA
471
Parallel Advisors
California
$191K -$5.1K -64 -3%
RWA
472
Ropes Wealth Advisors
Massachusetts
$181K
MA
473
MUFG Americas
New York
$174K
LWS
474
Lucia Wealth Services
California
$168K -$288K -3,622 -63%
SIC
475
Salem Investment Counselors
North Carolina
$156K +$156K +1,966 New