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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 %
QAM
501
QCI Asset Management
New York
$83K +$880 +11 +1%
BBHC
502
Brown Brothers Harriman & Co
New York
$82K +$953 +12 +1%
SIS
503
Sound Income Strategies
Florida
$79K
IF
504
Ironwood Financial
Arizona
$78K
TSW
505
Thompson Siegel & Walmsley
Virginia
$77K
EWM
506
Elmwood Wealth Management
California
$73K +$73K +920 New
BCI
507
Brinker Capital Investments
Pennsylvania
$72K -$6.71K -84 -9%
CFA
508
Carroll Financial Associates
North Carolina
$71K
PGAM
509
Princeton Global Asset Management
New Jersey
$71K +$71K +887 New
AIS
510
Accurate Investment Solutions
Pennsylvania
$67K
CWM
511
Cedar Wealth Management
California
$65K
RFA
512
Reilly Financial Advisors
California
$64K -$18.6K -234 -23%
LFG
513
LifePlan Financial Group
Ohio
$64K
BWM
514
Baystate Wealth Management
Massachusetts
$63K
MA
515
MCF Advisors
Kentucky
$63K
HWA
516
Heritage Wealth Advisors
Virginia
$60.9K +$58.4K +735 +2,371%
BHWM
517
Bay Harbor Wealth Management
Maryland
$60K
PMFA
518
Plante Moran Financial Advisors
Michigan
$57K
MCM
519
McMillion Capital Management
North Carolina
$53K +$53K +667 New
CAL
520
Capital Analysts LLC
Pennsylvania
$52K +$28.3K +356 +119%
GRP
521
Global Retirement Partners
California
$49K -$16.2K -203 -25%
PI
522
PineBridge Investments
New York
$49K
LWANC
523
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
TWA
524
TCI Wealth Advisors
Arizona
$45K +$4.04K +51 +10%
TCM
525
TD Capital Management
Tennessee
$45K +$45K +570 New