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W.P. Carey

356 hedge funds and large institutions have $3.51B invested in W.P. Carey in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 144 increasing their positions, 96 reducing their positions, and 25 closing their positions.

Holders
356
Holders Change
+7
Holders Change %
+2.01%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
38
Increased
144
Reduced
96
Closed
25
Calls
$7.1M
Puts
$8.06M
Net Calls
-$964K
Net Calls Change
-$7.28M
Name Market Value Shares Shares
Change
Shares
Change %
Mariner
176
Mariner
Kansas
$660K 10,000
Russell Investments Group
177
Russell Investments Group
United Kingdom
$657K 9,949 +252 +3%
PFP
178
Pinnacle Financial Partners
Tennessee
$637K 9,650 +9,650 New
BFO
179
Boston Family Office
Massachusetts
$634K 9,610 +221 +2%
SLG
180
Stanley-Laman Group
Pennsylvania
$630K 9,542 +1 +0%
NFG
181
Noven Financial Group
Colorado
$621K 9,404
CIC
182
Carnegie Investment Counsel
Ohio
$620K 9,125 +15 +0.2%
SXL
183
Summit X LLC
Missouri
$609K 9,241 +9,241 New
DI
184
Diligent Investors
California
$598K 9,055 +47 +0.5%
DCM
185
Dynamic Capital Management
Jersey
$598K 9,057 +9,057 New
GH
186
GAM Holding
Switzerland
$593K 8,982 +1,477 +20%
AAM
187
Advisors Asset Management
Colorado
$589K 8,930 +1,226 +16%
CRC
188
Curi RMB Capital
Illinois
$576K 8,719 +8,719 New
MLICM
189
Metropolitan Life Insurance Company (MetLife)
New York
$570K 8,633 -91 -1%
PTC
190
Private Trust Company
Ohio
$566K 8,585 +441 +5%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$561K 8,500 +490 +6%
NA
192
NewEdge Advisors
Louisiana
$551K 8,391 +2,005 +31%
ICOA
193
Investment Centers of America
North Dakota
$551K 8,327 -933 -10%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$543K 8,232 +1,019 +14%
SWP
195
Stratos Wealth Partners
Ohio
$527K 7,988 +1,347 +20%
FAAS
196
First Allied Advisory Services
California
$522K 7,885 +3,477 +79%
NEIRG
197
New England Investment & Retirement Group
Massachusetts
$516K 7,817 -1,674 -18%
FMBTD
198
First Midwest Bank Trust Division
Illinois
$508K 7,704 -86 -1%
RFC
199
Regions Financial Corp
Alabama
$476K 7,210 -1,788 -20%
MA
200
Marshwinds Advisory
Georgia
$475K 7,192