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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 %
VFA
326
Voya Financial Advisors
Connecticut
$557K -$262 -4 -0%
LFA
327
Landmark Financial Advisors
Kentucky
$557K
FNBOMD
328
First National Bank of Mount Dora
Florida
$555K
PV
329
Private Vista
Illinois
$544K -$279K -4,212 -34%
LA
330
LexAurum Advisors
Kansas
$542K
KA
331
Kovack Advisors
Florida
$541K -$63.4K -958 -10%
RCM
332
RB Capital Management
Nevada
$538K +$115K +1,742 +27%
GIA
333
Guyasuta Investment Advisors
Pennsylvania
$535K +$68.6K +1,036 +15%
AB
334
Amalgamated Bank
New York
$522K -$1.01M -15,312 -66%
EOJOAM
335
E. Ohman J:or Asset Management
Sweden
$521K +$521K +7,862 New
IWA
336
Independence Wealth Advisors
Virginia
$513K +$398 +6 +0.1%
BAM
337
Belpointe Asset Management
Nevada
$509K +$14.6K +221 +3%
CCM
338
Community Capital Management
Florida
$507K -$115K -1,735 -18%
OAM
339
Oppenheimer Asset Management
New York
$507K +$507K +7,652 New
WEC
340
Winslow Evans & Crocker
Massachusetts
$505K
CFG
341
Cooper Financial Group
California
$502K +$30.9K +467 +7%
LMAM
342
Legg Mason Asset Management
Japan
$490K +$143K +2,156 +41%
MS
343
Madden Securities
Texas
$490K +$490K +7,402 New
FHA
344
Flagship Harbor Advisors
Massachusetts
$485K -$72.7K -1,100 -13%
ACM
345
Ayrshire Capital Management
Connecticut
$485K -$30.2K -455 -6%
ACM
346
AlphaCrest Capital Management
New York
$481K -$214K -3,228 -31%
PTC
347
Philadelphia Trust Company
Pennsylvania
$474K +$33.8K +510 +8%
ACG
348
Allen Capital Group
Nebraska
$472K -$23.1K -348 -5%
APW
349
Austin Private Wealth
Texas
$471K
Los Angeles Capital Management
350
Los Angeles Capital Management
California
$470K +$144K +2,175 +44%