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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 %
JF
326
Jump Financial
Illinois
$592K +$119K +1,718 +25%
FHA
327
Flagship Harbor Advisors
Massachusetts
$589K +$109K +1,582 +23%
DBRC
328
D.B. Root & Company
Pennsylvania
$586K -$35.7K -517 -6%
FNBOMD
329
First National Bank of Mount Dora
Florida
$579K
Financial Engines Advisors
330
Financial Engines Advisors
California
$576K -$21K -300 -4%
UH
331
Unigestion Holding
Switzerland
$569K -$196K -2,837 -26%
SPIA
332
Steward Partners Investment Advisory
New York
$568K +$161K +2,333 +40%
PP
333
Paloma Partners
Connecticut
$565K -$624K -9,022 -52%
GIA
334
Guyasuta Investment Advisors
Pennsylvania
$557K +$8.16K +118 +1%
MWM
335
Mission Wealth Management
California
$553K -$548K -7,922 -50%
LFA
336
Landmark Financial Advisors
Kentucky
$548K
CWM
337
Cornerstone Wealth Management
Missouri
$547K +$118K +1,708 +28%
AB
338
Amalgamated Bank
New York
$545K +$2.35K +34 +0.4%
KA
339
Kovack Advisors
Florida
$539K +$43.6K +630 +9%
Fuller & Thaler Asset Management
340
Fuller & Thaler Asset Management
California
$531K -$8.85K -128 -2%
MC
341
Moors & Cabot
Massachusetts
$529K +$529K +7,550 New
ACM
342
Ayrshire Capital Management
Connecticut
$528K +$18K +261 +4%
SWP
343
Stratos Wealth Partners
Ohio
$523K -$41K -593 -7%
Nordea Investment Management
344
Nordea Investment Management
Sweden
$523K
IWM
345
IHT Wealth Management
Illinois
$523K +$43.1K +623 +9%
ASN
346
Advisory Services Network
Georgia
$520K +$12.9K +186 +3%
CIAS
347
Capital Investment Advisory Services
North Carolina
$519K +$82.2K +1,189 +19%
BFEC
348
Benjamin F. Edwards & Company
Missouri
$518K -$55.7K -806 -10%
VCM
349
Virtue Capital Management
Tennessee
$517K -$247K -3,572 -32%
LMAM
350
Legg Mason Asset Management
Japan
$510K +$510K +7,374 New