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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.

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 Market Value Shares Shares
Change
Shares
Change %
SFSIG
601
San Francisco Sentry Investment Group
California
$21K 271
PCG
602
Private Capital Group
Connecticut
$20K 260 -2,369 -90%
LC
603
Lindbrook Capital
California
$19K 247
CHAM
604
Clear Harbor Asset Management
Connecticut
$18.4K 235 +235 New
BCA
605
Berman Capital Advisors
Georgia
$16K 206
JPLA
606
Joseph P. Lucia & Associates
New York
$16K 204
BWM
607
BerganKDV Wealth Management
Minnesota
$16K 209 +2 +1%
VNA
608
Valley National Advisers
Pennsylvania
$15K 187 -204 -52%
PCM
609
Penserra Capital Management
California
$15K 193 +70 +57%
TWP
610
TFO Wealth Partners
Ohio
$14K 179 +179 New
ADL
611
Asset Dedication LLC
California
$13K 163 -762 -82%
EWM
612
Endurance Wealth Management
Rhode Island
$13K 163
CAM
613
Columbia Asset Management
Michigan
$12.3K 15,739 +393 +3%
Chevy Chase Trust
614
Chevy Chase Trust
Maryland
$12K 153 +153 New
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$10K 128
EARNEST Partners
616
EARNEST Partners
Georgia
$9K 116 +42 +57%
CFN
617
Cordasco Financial Network
Florida
$8K 97
HB
618
Horizon Bancorp
Indiana
$8K 102 +102 New
SWM
619
Sugarloaf Wealth Management
Georgia
$8K 103 +103 New
CHA
620
Carmichael Hill & Associates
Maryland
$8K 106 +106 New
ONST
621
Old North State Trust
North Carolina
$7K 92
SL
622
Salomon & Ludwin
Virginia
$7K 90
EFSCE
623
Enterprise Financial Services Corp (EFSC)
Missouri
$7K 88
FMB
624
Field & Main Bank
Kentucky
$6K 77 -51 -40%
GEA
625
Glen Eagle Advisors
New Jersey
$5.28K 67