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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 %
SCCM
351
Schafer Cullen Capital Management
New York
$466K -$5.37K -81 -1%
KCM
352
Kathmere Capital Management
Pennsylvania
$454K +$62.2K +939 +16%
DA
353
Detalus Advisors
Missouri
$449K -$36.7K -554 -8%
PTC
354
Private Trust Company
Ohio
$449K +$35.7K +536 +9%
AIC
355
Archer Investment Corporation
Indiana
$449K +$90.2K +1,361 +25%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$446K -$16.6K -250 -4%
CC
357
Cedar Capital
Illinois
$441K -$61.1K -922 -12%
IWM
358
IHT Wealth Management
Illinois
$440K -$444K -6,707 -50%
NIA
359
Northstar Investment Advisors
Colorado
$438K -$273K -4,125 -38%
CIAS
360
Capital Investment Advisory Services
North Carolina
$436K +$26K +393 +6%
XF
361
XML Financial
Maryland
$428K +$428K +6,467 New
KM
362
Kalos Management
Georgia
$423K -$7.7K -108 -2%
QSS
363
Quantitative Systematic Strategies
Florida
$419K +$419K +6,322 New
CAS
364
Cascadia Advisory Services
Oregon
$413K +$413K +6,234 New
HHRDM
365
H&H Retirement Design & Management
Nevada
$410K +$6.76K +102 +2%
DMK
366
David M. Knott
$406K
MYAM
367
Meiji Yasuda Asset Management
Japan
$405K -$16.9K -255 -4%
RJT
368
Raymond James Trust
Florida
$404K -$11.4K -172 -3%
MSL
369
Mackay Shields LLC
New York
$395K -$444K -6,690 -53%
IRF
370
IBM Retirement Fund
New York
$394K -$4.83K -73 -1%
CCM
371
Covington Capital Management
California
$389K
Fisher Asset Management
372
Fisher Asset Management
Washington
$385K +$23.9K +360 +7%
CWM
373
Campbell Wealth Management
Virginia
$384K +$137K +2,061 +55%
UH
374
Unigestion Holding
Switzerland
$383K -$23.1M -348,621 -98%
JWM
375
Jackson Wealth Management
Florida
$383K