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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 %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$652K +$22.1K +346 +4%
IAA
302
Independent Advisor Alliance
North Carolina
$649K +$19.4K +304 +3%
SFS
303
Sowell Financial Services
Arkansas
$647K +$429K +6,723 +197%
CWG
304
Cornerstone Wealth Group
North Carolina
$629K -$231K -3,614 -27%
MAM
305
Morse Asset Management
Connecticut
$622K +$35.8K +562 +6%
Fisher Asset Management
306
Fisher Asset Management
Washington
$621K +$250K +3,921 +68%
VFA
307
Voya Financial Advisors
Connecticut
$607K +$64.2K +1,006 +12%
RA
308
RFG Advisory
Alabama
$605K -$112K -1,756 -16%
HIA
309
Harbor Investment Advisory
Maryland
$603K -$5.55K -87 -0.9%
FMBTD
310
First Midwest Bank Trust Division
Illinois
$601K +$34K +533 +6%
CIC
311
Carnegie Investment Counsel
Ohio
$596K -$35.1K -551 -6%
DBRC
312
D.B. Root & Company
Pennsylvania
$574K +$3.96K +62 +0.7%
CAG
313
Crestwood Advisors Group
Massachusetts
$570K
LFA
314
Landmark Financial Advisors
Kentucky
$557K
DI
315
Diligent Investors
California
$556K -$28.3K -444 -5%
I2I
316
Insight 2811 Inc
Illinois
$555K -$13.3K -209 -2%
Financial Engines Advisors
317
Financial Engines Advisors
California
$551K +$551K +8,510 New
FNBOMD
318
First National Bank of Mount Dora
Florida
$534K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$530K -$42.3K -663 -7%
JCIA
320
Jackson Creek Investment Advisors
Colorado
$529K +$529K +8,289 New
SWP
321
Stratos Wealth Partners
Ohio
$520K -$134K -2,102 -20%
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$520K +$90.1K +1,411 +21%
FFA
323
Founders Financial Alliance
North Carolina
$511K +$511K +8,001 New
GIA
324
Guyasuta Investment Advisors
Pennsylvania
$506K -$9.12K -143 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502K -$104K -1,633 -17%