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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 %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1.46M
FDS
227
Freedom Day Solutions
Texas
$1.45M +$43.7K +558 +3%
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$1.44M +$155K +1,972 +12%
CS
229
Candriam SCA
Luxembourg
$1.44M +$329K +4,197 +30%
Renaissance Technologies
230
Renaissance Technologies
New York
$1.43M +$1.43M +18,252 New
AIM
231
Achmea Investment Management
Netherlands
$1.41M
JWCA
232
J.W. Cole Advisors
Florida
$1.4M +$1.4M +17,839 New
IAA
233
Independent Advisor Alliance
North Carolina
$1.36M -$507K -6,472 -27%
PDN
234
Pensionfund DSM Netherlands
Netherlands
$1.36M +$1.36M +17,357 New
BWA
235
Beam Wealth Advisors
Louisiana
$1.34M +$1.34M +17,104 New
Caisse de Depot et Placement du Quebec (CDPQ)
236
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.34M +$560K +7,147 +72%
II
237
IFM Investors
Australia
$1.32M -$88.3K -1,127 -6%
AWM
238
Adams Wealth Management
Utah
$1.29M +$1.29M +16,465 New
MIAN
239
Mariner Independent Advisor Network
Kansas
$1.29M +$81.1K +1,037 +7%
CAG
240
Crestwood Advisors Group
Massachusetts
$1.27M -$6.04K -77 -0.5%
DCM
241
Dupont Capital Management
Delaware
$1.27M -$795K -10,143 -39%
CAN
242
Cetera Advisor Networks
California
$1.24M +$2.35K +30 +0.2%
Skandinaviska Enskilda Banken (SEB)
243
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.24M +$240K +3,063 +24%
IA
244
IFP Advisors
Florida
$1.22M -$348K -4,455 -22%
IMRF
245
Illinois Municipal Retirement Fund
Illinois
$1.2M +$1.2M +15,296 New
AA
246
ALPS Advisors
Colorado
$1.19M +$1.19M +15,148 New
Baird Financial Group
247
Baird Financial Group
Wisconsin
$1.17M -$186K -2,375 -14%
GAM
248
Griffin Asset Management
New York
$1.17M +$471 +6 +0%
Thrivent Financial for Lutherans
249
Thrivent Financial for Lutherans
Minnesota
$1.17M -$120K -1,529 -9%
M&T Bank
250
M&T Bank
New York
$1.16M -$4.54K -58 -0.4%