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W.P. Carey

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$1.14M +$906K +13,102 +392%
SIM
252
Sonora Investment Management
Arizona
$1.13M +$6.36K +92 +0.6%
BWA
253
Beam Wealth Advisors
Louisiana
$1.12M -$146K -2,114 -12%
AG
254
AIA Group
Hong Kong
$1.12M +$1.12M +16,847 New
FCA
255
FLC Capital Advisors
California
$1.12M -$14.1K -204 -1%
VI
256
Vestcor Inc
New Brunswick, Canada
$1.1M +$346K +5,007 +46%
APW
257
Aurora Private Wealth
New Jersey
$1.08M -$24.6K -356 -2%
PS
258
Pensionfund Sabic
Netherlands
$1.08M
AI
259
Atria Investments
North Carolina
$1.07M +$1.07M +15,443 New
BRWA
260
B. Riley Wealth Advisors
Florida
$1.06M +$92.4K +1,335 +10%
AC
261
Allstate Corporation
Illinois
$1.06M +$93.9K +1,359 +10%
MCCP
262
Mission Creek Capital Partners
California
$1.05M +$211K +3,057 +25%
Mariner
263
Mariner
Kansas
$1.04M +$53K +767 +5%
B
264
BP
United Kingdom
$986K -$186K -2,689 -16%
QT
265
Quantbot Technologies
New York
$986K +$109K +1,575 +12%
RPSA
266
Richard P. Slaughter Associates
Texas
$975K +$53.7K +777 +6%
SPC
267
Sigma Planning Corp
Michigan
$967K -$42.5K -615 -4%
PI
268
PEAK6 Investments
Illinois
$960K -$582K -8,421 -38%
OPA
269
Old Port Advisors
Maine
$956K -$67.1K -1,008 -7%
TPA
270
Trivium Point Advisory
Connecticut
$951K -$135K -2,066 -12%
IWC
271
Integrated Wealth Concepts
Massachusetts
$940K -$6.57K -95 -0.7%
BIAS
272
Beacon Investment Advisory Services
New Jersey
$935K -$4.01K -58 -0.4%
IAA
273
Independent Advisor Alliance
North Carolina
$935K +$232K +3,354 +33%
AFA
274
Atlanta Financial Associates
Georgia
$933K -$349K -5,048 -27%
AMI
275
Amica Mutual Insurance
Rhode Island
$929K