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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 %
AWM
301
Apollon Wealth Management
South Carolina
$744K +$744K +10,759 New
CG
302
Colony Group
Massachusetts
$730K +$359K +5,198 +97%
NEIRG
303
New England Investment & Retirement Group
Massachusetts
$723K -$22.2K -321 -3%
SC
304
Sawyer & Company
Massachusetts
$719K -$47.6K -689 -6%
Principal Financial Group
305
Principal Financial Group
Iowa
$717K -$174K -2,522 -20%
OC
306
Oppenheimer & Co
New York
$717K +$717K +10,367 New
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$706K
First Manhattan
308
First Manhattan
New York
$703K -$70.5K -1,021 -9%
CF
309
Centaurus Financial
California
$695K -$173K -2,505 -20%
QI
310
QS Investors
New York
$690K -$7.24M -104,729 -91%
FFA
311
Founders Financial Alliance
North Carolina
$688K +$135K +1,949 +24%
HIA
312
Harbor Investment Advisory
Maryland
$680K +$26.7K +386 +4%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$677K -$29.1K -421 -4%
SFS
314
Sowell Financial Services
Arkansas
$673K -$28.1K -407 -4%
FCCM
315
First City Capital Management
Georgia
$668K -$757K -11,203 -53%
VIM
316
Vista Investment Management
Pennsylvania
$667K -$67.3K -974 -9%
CIC
317
Carnegie Investment Counsel
Ohio
$661K +$14.9K +215 +2%
ACM
318
AlphaCrest Capital Management
New York
$652K -$58.6K -848 -8%
AA
319
ALPS Advisors
Colorado
$652K +$123K +1,777 +23%
VFA
320
Voya Financial Advisors
Connecticut
$645K -$4.3K -63 -0.7%
CCM
321
Coldstream Capital Management
Washington
$637K -$852K -12,334 -57%
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$619K +$55.9K +808 +10%
CAG
323
Crestwood Advisors Group
Massachusetts
$618K
FMBTD
324
First Midwest Bank Trust Division
Illinois
$616K -$35.2K -509 -5%
VFG
325
V2 Financial group
Illinois
$605K +$605K +8,755 New