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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 %
MCCP
276
Mission Creek Capital Partners
California
$773K +$39.1K +613 +5%
CAM
277
Columbia Asset Management
Michigan
$771K -$418K -6,560 -35%
RCA
278
Rowland Carmichael Advisors
Arizona
$766K +$7.6K +119 +1%
EIA
279
Eldridge Investment Advisors
New Hampshire
$762K +$22.8K +358 +3%
FFN
280
Focus Financial Network
Minnesota
$755K -$9.27K -143 -1%
HKAM
281
Horizon Kinetics Asset Management
New York
$753K +$16.3K +256 +2%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$744K -$245K -3,844 -25%
WBC
283
Westpac Banking Corp
Australia
$734K
IWP
284
Insight Wealth Partners
Texas
$716K
First Manhattan
285
First Manhattan
New York
$714K
CS
286
Candriam SCA
Luxembourg
$712K -$137K -2,155 -16%
EH
287
Equitable Holdings
New York
$710K +$5.3K +83 +0.8%
SC
288
Sawyer & Company
Massachusetts
$708K -$11.4K -179 -2%
UH
289
Unigestion Holding
Switzerland
$707K +$338K +5,287 +91%
VCM
290
Virtue Capital Management
Tennessee
$706K -$333K -5,209 -32%
TC
291
Truvestments Capital
Florida
$705K +$688K +10,789 +4,166%
VI
292
Vestcor Inc
New Brunswick, Canada
$698K +$572K +8,968 +456%
AAP
293
Arax Advisory Partners
Colorado
$693K -$130K -2,041 -16%
NEIRG
294
New England Investment & Retirement Group
Massachusetts
$688K
FQ
295
First Quadrant
California
$681K
RCM
296
RB Capital Management
Nevada
$679K +$143K +2,160 +27%
VIM
297
Vista Investment Management
Pennsylvania
$678K +$77.8K +1,220 +13%
WSTAM
298
Wilbanks Smith & Thomas Asset Management
Virginia
$665K +$11.8K +185 +2%
ACM
299
AlphaCrest Capital Management
New York
$656K +$193K +3,028 +42%
LWCFA
300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$652K