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W.P. Carey

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MWNA
226
Marshall Wace North America
New York
$1.22M -$5.58M -87,449 -82%
BW
227
Bison Wealth
Georgia
$1.22M +$18.6K +291 +2%
RFWA
228
RPg Family Wealth Advisory
Massachusetts
$1.2M +$110K +1,691 +10%
AOWM
229
Alpha Omega Wealth Management
Virginia
$1.2M -$33.1K -518 -3%
AFA
230
Atlanta Financial Associates
Georgia
$1.18M +$76.2K +1,194 +7%
PAM
231
Panagora Asset Management
Massachusetts
$1.18M -$160K -2,509 -12%
BWA
232
Beam Wealth Advisors
Louisiana
$1.17M -$31.5K -493 -3%
AF
233
Advisornet Financial
Minnesota
$1.16M -$132K -2,073 -10%
SI
234
Stephens Inc
Arkansas
$1.11M -$11.7K -184 -1%
Los Angeles Capital Management
235
Los Angeles Capital Management
California
$1.11M +$660K +10,343 +146%
Stifel Financial
236
Stifel Financial
Missouri
$1.11M -$52.7K -825 -5%
XF
237
XML Financial
Maryland
$1.11M +$694K +10,879 +168%
CIC
238
Cornercap Investment Counsel
Georgia
$1.1M +$1.1M +17,265 New
PP
239
Paloma Partners
Connecticut
$1.1M +$1.1M +17,190 New
GAM
240
Griffin Asset Management
New York
$1.09M +$104K +1,631 +11%
B
241
BP
United Kingdom
$1.08M -$91.1K -1,429 -8%
PS
242
Pensionfund Sabic
Netherlands
$1.08M +$248K +3,880 +30%
FCA
243
FLC Capital Advisors
California
$1.07M -$40.5K -624 -4%
TPA
244
Trivium Point Advisory
Connecticut
$1.06M -$43.6K -684 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
245
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M -$7.14M -111,902 -87%
SIM
246
Sonora Investment Management
Arizona
$1.04M -$39K -612 -4%
RIM
247
Redpoint Investment Management
Australia
$1.04M +$137K +2,146 +15%
APW
248
Aurora Private Wealth
New Jersey
$1.02M -$43.5K -682 -4%
MWM
249
Mission Wealth Management
California
$1.02M +$19.9K +312 +2%
OPA
250
Old Port Advisors
Maine
$981K +$41.5K +650 +4%