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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 Holding Trade Value Shares
Change
Shares
Change %
PFM
676
Parsec Financial Management
North Carolina
-$213K -2,425 Closed
HB
677
Homrich & Berg
Georgia
-$211K -2,403 Closed
MTC
678
McDaniel Terry & Co
Texas
-$208K -2,375 Closed
AS
679
Altshuler Shaham
Israel
-$207K -2,343 Closed
GSWM
680
Golden State Wealth Management
California
-$204K -2,326 Closed
RG
681
Rathbones Group
United Kingdom
-$203K -2,318 Closed
CPIG
682
Chicago Partners Investment Group
Illinois
-$203K -2,242 Closed
DP
683
Denver PWM
Colorado
-$127K -1,448 Closed
EWM
684
Elmwood Wealth Management
California
-$81K -920 Closed
PCM
685
Price Capital Management
Louisiana
-$63K -715 Closed
MAM
686
Meeder Asset Management
Ohio
-$34K -383 Closed
CAGAS
687
Capital Advisory Group Advisory Services
Minnesota
-$31K -354 Closed
SWP
688
Strategic Wealth Partners
Ohio
-$30 -341 Closed
QCIG
689
Quad-Cities Investment Group
Iowa
-$27K -306 Closed
IBOK
690
Independence Bank of Kentucky
Kentucky
-$23K -257 Closed
TC
691
Truvestments Capital
Florida
-$22K -255 Closed
VCM
692
Versant Capital Management
Arizona
-$22K -255 Closed
MAM
693
Marquette Asset Management
Minnesota
-$20K -232 Closed
FEM
694
Fulcrum Equity Management
Texas
-$14K -163 Closed
Rockefeller Capital Management
695
Rockefeller Capital Management
New York
-$13K -143 Closed
PRC
696
Pearl River Capital
Michigan
-$2K -18 Closed
Simplex Trading
697
Simplex Trading
Illinois
-$1K -13 Closed