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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 %
CAL
501
Capital Analysts LLC
Pennsylvania
$19K 292 +292 New
CA
502
Claro Advisors
Massachusetts
$19K 300 +300 New
HNB
503
Huntington National Bank
Ohio
$16K 251
BOPW
504
Brandywine Oak Private Wealth
Pennsylvania
$15K 234 +234 New
MIM
505
MetLife Investment Management
New Jersey
$14.2K 217 +72 +50%
FANJ
506
Financial Architects (New Jersey)
New Jersey
BWM
507
BerganKDV Wealth Management
Minnesota
AIM
508
Advantage Investment Management
Iowa
$13K 200 +53 +36%
PCM
509
Peregrine Capital Management
Minnesota
$10K 150
EWM
510
Endurance Wealth Management
Rhode Island
$10K 160
LC
511
Lindbrook Capital
California
$10K 160 +160 New
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$9K 140 +140 New
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$8.17K 125
WAS
514
WESPAC Advisors SoCal
California
$8K 128 +128 New
CB
515
Community Bank
New York
$7K 108
BCM
516
Brasada Capital Management
Texas
$7K 100
AOWM
517
Alpha Omega Wealth Management
Virginia
$6K 85
CAW
518
Cornerstone Advisors (Washington)
Washington
$6K 97 +97 New
BCA
519
Berman Capital Advisors
Georgia
$6K 103 +103 New
NCM
520
Nelson Capital Management
California
$5K 78
EFSCE
521
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 76
ONST
522
Old North State Trust
North Carolina
$5K 90
EARNEST Partners
523
EARNEST Partners
Georgia
$5K 72
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$5K 82 +61 +290%
FGC
525
Financial Gravity Companies
Texas
$5K 63 +63 New