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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 %
PFP
201
Pinnacle Financial Partners
Tennessee
$621K
XK
202
Xact Kapitalforvaltning
Sweden
$612K
SXL
203
Summit X LLC
Missouri
$608K +$9.07K +143 +2%
DI
204
Diligent Investors
California
$591K +$3.21K +51 +0.5%
RIM
205
Redpoint Investment Management
Australia
$588K +$588K +9,335 New
IAA
206
Independent Advisor Alliance
North Carolina
$586K -$12.7K -203 -2%
CAM
207
Columbia Asset Management
Michigan
$583K +$583K +9,250 New
RB
208
Rodgers Brothers
Pennsylvania
$582K +$9.64K +153 +2%
SWP
209
Stratos Wealth Partners
Ohio
$567K +$9.64K +153 +2%
IWA
210
Independence Wealth Advisors
Virginia
$565K
LWAC
211
Laurel Wealth Advisors (California)
California
$562K +$29K +460 +5%
Franklin Resources
212
Franklin Resources
California
$561K +$240K +3,810 +75%
SW
213
SVB Wealth
Massachusetts
$555K -$88.5K -1,404 -14%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$553K +$259K +4,117 +88%
PTC
215
Private Trust Company
Ohio
$552K +$68.2K +1,083 +14%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$544K -$8.82K -140 -2%
FWIA
217
Fort Washington Investment Advisors
Ohio
$536K -$38.6K -612 -7%
CI
218
CX Institutional
Indiana
$530K -$50.8K -807 -9%
DIM
219
DC Investments Management
Virginia
$528K -$15.2K -241 -3%
ACG
220
Allen Capital Group
Nebraska
$525K
NFG
221
Noven Financial Group
Colorado
$522K -$55.1K -875 -10%
PHIMC
222
Private Harbour Investment Management & Counsel
Ohio
$511K +$64.3K +1,021 +14%
WAP
223
Wealthcare Advisory Partners
Pennsylvania
$496K
FAAS
224
First Allied Advisory Services
California
$489K +$60.5K +953 +14%
VFA
225
Voya Financial Advisors
Connecticut
$485K -$6.48K -103 -1%