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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 %
SWP
301
Stratos Wealth Partners
Ohio
$680K -$66 -1 -0%
WSTAM
302
Wilbanks Smith & Thomas Asset Management
Virginia
$678K +$5.83K +88 +0.9%
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$677K
ASN
304
Advisory Services Network
Georgia
$676K -$383K -5,785 -36%
CIC
305
Carnegie Investment Counsel
Ohio
$656K
IAA
306
Independent Advisor Alliance
North Carolina
$654K -$97K -1,463 -13%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$654K +$289K +4,361 +79%
ECM
308
ExodusPoint Capital Management
New York
$653K -$627K -9,464 -49%
BCV
309
Banque Cantonale Vaudoise
Switzerland
$636K -$217K -3,268 -25%
BIAS
310
Beacon Investment Advisory Services
New Jersey
$636K -$20.6K -311 -3%
HIA
311
Harbor Investment Advisory
Maryland
$632K +$66 +1 +0%
Caisse de Depot et Placement du Quebec (CDPQ)
312
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$629K -$1.26M -18,991 -67%
VIM
313
Vista Investment Management
Pennsylvania
$623K +$364K +5,501 +141%
Group One Trading
314
Group One Trading
Illinois
$610K +$610K +9,200 New
MAM
315
Morse Asset Management
Connecticut
$609K -$3.38K -51 -0.6%
DI
316
Diligent Investors
California
$607K +$3.98K +60 +0.7%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$594K +$9.01K +136 +2%
CAG
318
Crestwood Advisors Group
Massachusetts
$592K -$481K -7,259 -45%
DBRC
319
D.B. Root & Company
Pennsylvania
$591K -$41.9K -633 -7%
Allianz Asset Management
320
Allianz Asset Management
Germany
$590K -$110K -1,665 -16%
S
321
Seeyond
France
$589K -$1.24M -18,757 -68%
FMBTD
322
First Midwest Bank Trust Division
Illinois
$589K -$16.5K -249 -3%
I2I
323
Insight 2811 Inc
Illinois
$583K -$100K -1,531 -15%
DCM
324
Davis Capital Management
Florida
$572K -$21.1K -319 -4%
QT
325
Quantbot Technologies
New York
$558K +$545K +8,240 +4,360%