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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 %
MCIA
251
Mountain Capital Investment Advisors
Colorado
$973K +$973K +14,569 New
JWCA
252
J.W. Cole Advisors
Florida
$962K +$107K +1,675 +13%
Comerica Bank
253
Comerica Bank
Texas
$954K +$45.4K +694 +5%
SPC
254
Sigma Planning Corp
Michigan
$932K -$26.9K -421 -3%
II
255
IFM Investors
Australia
$916K +$92.5K +1,450 +11%
Mariner
256
Mariner
Kansas
$910K -$7.47K -117 -0.8%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$898K +$530K +8,298 +144%
BRWA
258
B. Riley Wealth Advisors
Florida
$897K +$78.4K +1,224 +10%
AC
259
Allstate Corporation
Illinois
$889K +$118K +1,849 +15%
C1AG
260
Client 1st Advisory Group
Florida
$888K -$42.9K -637 -5%
IWC
261
Integrated Wealth Concepts
Massachusetts
$874K +$30.8K +482 +4%
BIAS
262
Beacon Investment Advisory Services
New Jersey
$867K +$254K +3,983 +41%
AMI
263
Amica Mutual Insurance
Rhode Island
$858K
RPSA
264
Richard P. Slaughter Associates
Texas
$851K +$71.1K +1,114 +9%
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$850K +$850K +13,322 New
CAN
266
Cetera Advisor Networks
California
$839K -$114K -1,792 -12%
PAMG
267
Patton Albertson Miller Group
Tennessee
$829K -$99.6K -1,561 -11%
Principal Financial Group
268
Principal Financial Group
Iowa
$823K -$106K -1,666 -11%
QT
269
Quantbot Technologies
New York
$810K +$272K +4,269 +51%
DADC
270
D.A. Davidson & Co
Montana
$804K +$33.6K +526 +4%
CF
271
Centaurus Financial
California
$802K -$1.46M -22,933 -65%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$802K +$71.1K +1,114 +10%
PFP
273
Pinnacle Financial Partners
Tennessee
$787K +$7.41K +116 +1%
MIAN
274
Mariner Independent Advisor Network
Kansas
$776K -$86.9K -1,362 -10%
AWM
275
Adams Wealth Management
Utah
$773K -$28.1K -441 -4%