WPC icon

W.P. Carey

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
326
Sigma Planning Corp
Michigan
$881K -$141K -1,963 -14%
VIM
327
Vista Investment Management
Pennsylvania
$874K +$84K +1,174 +11%
RJT
328
Raymond James Trust
Florida
$872K +$454K +6,345 +108%
CM
329
Caption Management
Oklahoma
$855K -$95K -1,327 -10%
SW
330
SVB Wealth
Massachusetts
$851K +$428K +5,980 +101%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$840K -$185K -2,591 -18%
DCM
332
Dupont Capital Management
Delaware
$831K -$175K -2,445 -17%
SC
333
Sawyer & Company
Massachusetts
$830K +$89.4K +1,251 +12%
OPA
334
Old Port Advisors
Maine
$820K -$17.2K -232 -2%
CAM
335
Columbia Asset Management
Michigan
$807K +$807K +11,287 New
AAP
336
Arax Advisory Partners
Colorado
$803K -$193K -2,704 -19%
DADC
337
D.A. Davidson & Co
Montana
$801K -$31.3K -438 -4%
HPM
338
Hudson Portfolio Management
New York
$797K -$4.43K -62 -0.6%
PFP
339
Pinnacle Financial Partners
Tennessee
$774K -$47.4K -663 -6%
AWM
340
Adams Wealth Management
Utah
$769K -$117K -1,632 -13%
ECM
341
ExodusPoint Capital Management
New York
$768K +$163K +2,273 +27%
VIA
342
Vident Investment Advisory
Georgia
$761K -$510K -7,139 -40%
FNBOMD
343
First National Bank of Mount Dora
Florida
$760K
PAMG
344
Patton Albertson Miller Group
Tennessee
$758K +$358 +5 +0%
FCCM
345
First City Capital Management
Georgia
$747K -$18.2K -255 -2%
Prudential Financial
346
Prudential Financial
New Jersey
$743K -$161K -2,160 -18%
APG Asset Management
347
APG Asset Management
Netherlands
$741K -$233K -3,778 -24%
EIA
348
Eldridge Investment Advisors
New Hampshire
$738K
NEIRG
349
New England Investment & Retirement Group
Massachusetts
$736K
IWP
350
Insight Wealth Partners
Texas
$731K