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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 %
JWCA
276
J.W. Cole Advisors
Florida
$908K -$134K -1,934 -13%
CAN
277
Cetera Advisor Networks
California
$908K -$898 -13 -0.1%
CS
278
Candriam SCA
Luxembourg
$904K +$132K +1,915 +17%
Comerica Bank
279
Comerica Bank
Texas
$884K -$77.3K -1,173 -8%
EMPI
280
Elo Mutual Pension Insurance
Finland
$873K +$873K +12,624 New
RCM
281
RB Capital Management
Nevada
$858K +$147K +2,131 +21%
N
282
Natixis
France
$852K -$3.84M -55,611 -82%
HKAM
283
Horizon Kinetics Asset Management
New York
$847K +$31.7K +459 +4%
C1AG
284
Client 1st Advisory Group
Florida
$841K -$26.9K -408 -3%
FFN
285
Focus Financial Network
Minnesota
$831K +$14K +200 +2%
EIA
286
Eldridge Investment Advisors
New Hampshire
$826K
TC
287
Truvestments Capital
Florida
$821K +$57.4K +831 +8%
MCIA
288
Mountain Capital Investment Advisors
Colorado
$811K -$136K -2,093 -14%
AWM
289
Adams Wealth Management
Utah
$808K -$29.1K -421 -3%
PAMG
290
Patton Albertson Miller Group
Tennessee
$805K -$74.8K -1,105 -9%
EH
291
Equitable Holdings
New York
$805K +$36.1K +522 +5%
CAM
292
Columbia Asset Management
Michigan
$800K -$36K -521 -4%
AAP
293
Arax Advisory Partners
Colorado
$798K +$47.7K +690 +6%
BC
294
Bridgefront Capital
Texas
$792K +$792K +11,464 New
IWP
295
Insight Wealth Partners
Texas
$775K
DADC
296
D.A. Davidson & Co
Montana
$771K -$98.8K -1,430 -11%
MAM
297
Morse Asset Management
Connecticut
$766K +$91.8K +1,327 +14%
RCA
298
Rowland Carmichael Advisors
Arizona
$757K -$72.7K -1,052 -9%
PFP
299
Pinnacle Financial Partners
Tennessee
$752K -$99.8K -1,443 -12%
WSTAM
300
Wilbanks Smith & Thomas Asset Management
Virginia
$752K +$31.5K +455 +4%