WPC icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
T
201
TOBAM
France
$1.82M +$1.82M +23,214 New
JCM
202
Jag Capital Management
Missouri
$1.82M +$353K +4,504 +24%
Stifel Financial
203
Stifel Financial
Missouri
$1.82M -$15.2K -193 -0.8%
JIM
204
Jupiter Investment Management
United Kingdom
$1.78M +$1.78M +22,748 New
SI
205
Stephens Inc
Arkansas
$1.76M +$96.1K +1,226 +6%
RCA
206
Rowland Carmichael Advisors
Arizona
$1.73M -$235 -3 -0%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1.71M +$504K +6,427 +42%
MML Investors Services
208
MML Investors Services
Massachusetts
$1.71M -$25K -319 -1%
WSC
209
Wellington Shields & Co
New York
$1.7M +$1.7M +21,712 New
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$1.69M -$473K -6,030 -22%
AA
211
Ancora Advisors
Ohio
$1.67M -$195K -2,493 -10%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$1.64M
BA
213
Bennicas & Associates
California
$1.61M -$48.1K -613 -3%
RFWA
214
RPg Family Wealth Advisory
Massachusetts
$1.61M -$1.64M -20,953 -50%
EE
215
EWG Elevate
California
$1.6M +$1.6M +20,364 New
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.59M -$56K -714 -3%
PAMG
217
Patton Albertson Miller Group
Tennessee
$1.58M +$314 +4 +0%
WA
218
Wambolt & Associates
Colorado
$1.57M +$37.4K +477 +2%
VWA
219
V Wealth Advisors
Kansas
$1.57M
VIA
220
Vident Investment Advisory
Georgia
$1.55M +$1.55M +19,819 New
APW
221
Aurora Private Wealth
New Jersey
$1.52M +$1.52M +19,398 New
D.E. Shaw & Co
222
D.E. Shaw & Co
New York
$1.51M +$1.05M +13,423 +228%
TYCC
223
Texas Yale Capital Corp
Florida
$1.5M +$235 +3 +0%
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$1.47M +$489K +6,241 +50%
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$1.47M -$182K -2,319 -11%