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W.P. Carey

414 hedge funds and large institutions have $3.61B invested in W.P. Carey in 2018 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 145 increasing their positions, 130 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-11
Holders Change %
-2.59%
% of All Funds
9.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
145
Reduced
130
Closed
49
Calls
$11.2M
Puts
$11.6M
Net Calls
-$424K
Net Calls Change
-$3.09M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$832K -$75.5K -1,199 -8%
MWNA
177
Marshall Wace North America
New York
$828K +$828K +13,139 New
CBOA
178
Commonwealth Bank of Australia
Australia
$818K +$533K +8,475 +187%
Squarepoint
179
Squarepoint
New York
$814K +$144K +2,283 +21%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$812K -$583K -9,256 -42%
Balyasny Asset Management
181
Balyasny Asset Management
Illinois
$807K -$5.51M -87,480 -87%
BAS
182
Brown Advisory Securities
Maryland
$805K +$35.6K +566 +5%
Mariner
183
Mariner
Kansas
$803K -$10.2K -162 -1%
Russell Investments Group
184
Russell Investments Group
United Kingdom
$802K -$557K -8,846 -41%
First Manhattan
185
First Manhattan
New York
$781K +$64.3K +1,021 +9%
M&T Bank
186
M&T Bank
New York
$776K -$75.3K -1,195 -9%
MML Investors Services
187
MML Investors Services
Massachusetts
$766K +$125K +1,990 +20%
CWM
188
Cornerstone Wealth Management
Missouri
$760K -$196K -13,697 -21%
HK
189
Horizon Kinetics
New York
$756K +$25.7K +408 +4%
PCM
190
Parsons Capital Management
Rhode Island
$723K -$21.8K -346 -3%
FDS
191
Freedom Day Solutions
Texas
$717K +$42.1K +668 +6%
Janus Henderson Group
192
Janus Henderson Group
United Kingdom
$701K -$83.6K -1,327 -11%
ZAM
193
Zevin Asset Management
Massachusetts
$699K -$27.6K -439 -4%
ASN
194
Advisory Services Network
Georgia
$694K +$4.73K +75 +0.7%
HI
195
Horizon Investments
North Carolina
$670K
BFEC
196
Benjamin F. Edwards & Company
Missouri
$658K +$17.1K +271 +3%
Comerica Bank
197
Comerica Bank
Texas
$656K -$16.5K -256 -2%
SG Americas Securities
198
SG Americas Securities
New York
$650K -$1.55M -24,691 -71%
LWCFA
199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$643K
LTI
200
Laffer Tengler Investments
Tennessee
$626K -$35.6K -565 -5%