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W.P. Carey

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$848K +$118K +1,780 +16%
RCM
277
RVB Capital Management
New York
$846K +$846K +12,763 New
AWM
278
Adams Wealth Management
Utah
$832K -$135K -2,032 -14%
PHK
279
Point72 Hong Kong
Hong Kong
$824K +$732K +11,047 +795%
TD Asset Management
280
TD Asset Management
Ontario, Canada
$820K -$20.3K -306 -2%
RPSA
281
Richard P. Slaughter Associates
Texas
$810K +$2.52K +38 +0.3%
PFP
282
Pinnacle Financial Partners
Tennessee
$809K +$156K +2,348 +24%
AC
283
Allstate Corporation
Illinois
$801K -$75.3K -1,136 -9%
DADC
284
D.A. Davidson & Co
Montana
$800K -$1.98M -29,818 -71%
FFN
285
Focus Financial Network
Minnesota
$793K +$5.65K +84 +0.7%
RCA
286
Rowland Carmichael Advisors
Arizona
$787K +$66 +1 +0%
FCCM
287
First City Capital Management
Georgia
$787K +$47.3K +714 +6%
EIA
288
Eldridge Investment Advisors
New Hampshire
$768K -$40.6K -613 -5%
HKAM
289
Horizon Kinetics Asset Management
New York
$764K
WBC
290
Westpac Banking Corp
Australia
$763K -$590K -8,907 -44%
MCCP
291
Mission Creek Capital Partners
California
$762K -$109K -1,637 -12%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$759K +$171K +2,572 +29%
SC
293
Sawyer & Company
Massachusetts
$747K
RA
294
RFG Advisory
Alabama
$744K +$183K +2,762 +33%
IWP
295
Insight Wealth Partners
Texas
$743K
First Manhattan
296
First Manhattan
New York
$742K -$1.05M -15,826 -59%
EH
297
Equitable Holdings
New York
$731K +$94.6K +1,428 +15%
NEIRG
298
New England Investment & Retirement Group
Massachusetts
$715K -$12.9M -193,840 -95%
FQ
299
First Quadrant
California
$707K +$707K +10,664 New
AA
300
ALPS Advisors
Colorado
$700K -$48K -724 -6%