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W.P. Carey

640 hedge funds and large institutions have $8.12B invested in W.P. Carey in 2019 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 227 increasing their positions, 171 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+43
Holders Change %
+7.2%
% of All Funds
12.64%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
109
Increased
227
Reduced
171
Closed
59
Calls
$18.8M
Puts
$22.2M
Net Calls
-$3.44M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
551
Ironwood Financial
Arizona
$77K
TSW
552
Thompson Siegel & Walmsley
Virginia
$76K
BWM
553
Baystate Wealth Management
Massachusetts
$74K +$472 +6 +0.6%
Schroder Investment Management Group
554
Schroder Investment Management Group
United Kingdom
$73K -$3.87M -49,491 -98%
GRP
555
Global Retirement Partners
California
$72K +$23.1K +293 +47%
TWA
556
TCI Wealth Advisors
Arizona
$71K
BCI
557
Brinker Capital Investments
Pennsylvania
$71K
CFA
558
Carroll Financial Associates
North Carolina
$70K
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K
AIS
560
Accurate Investment Solutions
Pennsylvania
$66K
APWM
561
Atlas Private Wealth Management
New York
$66K +$66K +840 New
CB
562
Community Bank
New York
$65K
CWM
563
Cedar Wealth Management
California
$64K
MA
564
MCF Advisors
Kentucky
$63K
BHWM
565
Bay Harbor Wealth Management
Maryland
$59K
AIC
566
Ameritas Investment Company
Nebraska
$58K -$64.5K -817 -53%
PMFA
567
Plante Moran Financial Advisors
Michigan
$56K
FWM
568
Filbrandt Wealth Management
Wisconsin
$56K +$56K +715 New
RFA
569
Reilly Financial Advisors
California
$54K
LFG
570
LifePlan Financial Group
Ohio
$52K
MCM
571
McMillion Capital Management
North Carolina
$52K
CAL
572
Capital Analysts LLC
Pennsylvania
$51K
PI
573
PineBridge Investments
New York
$48K
LWANC
574
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K
TCM
575
TD Capital Management
Tennessee
$46K +$473 +6 +1%