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W.P. Carey

425 hedge funds and large institutions have $3.55B invested in W.P. Carey in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
9.74%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
140
Reduced
142
Closed
34
Calls
$11M
Puts
$8.32M
Net Calls
+$2.67M
Net Calls Change
+$2.06M
Name Holding Trade Value Shares
Change
Shares
Change %
Neuberger Berman Group
176
Neuberger Berman Group
New York
$963K -$104K -1,531 -10%
LFA
177
Legacy Financial Advisors
Kentucky
$954K -$33.2K -508 -3%
Canada Life
178
Canada Life
Manitoba, Canada
$949K -$5.14K -79 -0.5%
Principal Financial Group
179
Principal Financial Group
Iowa
$936K -$253K -3,891 -21%
CCM
180
Cribstone Capital Management
Maine
$919K +$28.7K +442 +3%
EIA
181
Eldridge Investment Advisors
New Hampshire
$913K -$56.3K -868 -6%
CIBC World Market
182
CIBC World Market
Ontario, Canada
$897K +$19K +292 +2%
M&T Bank
183
M&T Bank
New York
$878K +$205K +3,154 +30%
GCP
184
GSA Capital Partners
United Kingdom
$863K +$550K +8,461 +175%
Mariner
185
Mariner
Kansas
$839K +$17.5K +269 +2%
AAM
186
Advisors Asset Management
Colorado
$817K +$60.8K +935 +8%
Janus Henderson Group
187
Janus Henderson Group
United Kingdom
$809K -$1.01M -15,622 -56%
CA
188
Cetera Advisors
Colorado
$803K -$18.9K -293 -2%
BAS
189
Brown Advisory Securities
Maryland
$800K -$37.4K -572 -4%
PCM
190
Parsons Capital Management
Rhode Island
$768K
TRCT
191
Tower Research Capital (TRC)
New York
$764K +$669K +10,301 +707%
HK
192
Horizon Kinetics
New York
$754K
ZAM
193
Zevin Asset Management
Massachusetts
$750K +$121K +1,858 +19%
OPA
194
Old Port Advisors
Maine
$740K +$740K +11,384 New
First Manhattan
195
First Manhattan
New York
$739K -$133K -2,042 -15%
SCM
196
Stevens Capital Management
Pennsylvania
$720K +$720K +11,078 New
ASN
197
Advisory Services Network
Georgia
$700K -$34K -532 -5%
CFB
198
Cullen/Frost Bankers
Texas
$698K -$12.4K -191 -2%
BCM
199
BlueCrest Capital Management
Jersey
$697K +$697K +10,724 New
FDS
200
Freedom Day Solutions
Texas
$696K +$33.4K +514 +5%