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W.P. Carey

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
351
Cooper Financial Group
California
$435K -$48.4K -759 -10%
AIC
352
Archer Investment Corporation
Indiana
$432K
PTC
353
Private Trust Company
Ohio
$428K -$1.4K -22 -0.3%
GTCM
354
Gyon Technologies Capital Management
New Jersey
$424K +$424K +6,643 New
CIBC Asset Management
355
CIBC Asset Management
Ontario, Canada
$422K -$896K -14,023 -68%
AIM
356
Achmea Investment Management
Netherlands
$422K -$764K -11,982 -64%
KCM
357
Kathmere Capital Management
Pennsylvania
$419K -$18.4K -288 -4%
AWA
358
Arete Wealth Advisors
Illinois
$418K +$40.5K +614 +11%
BRWM
359
B. Riley Wealth Management
Tennessee
$417K +$85K +1,331 +26%
CIAS
360
Capital Investment Advisory Services
North Carolina
$403K -$17.4K -272 -4%
AssetMark Inc
361
AssetMark Inc
California
$403K +$36.6K +573 +10%
KM
362
Kalos Management
Georgia
$399K
Jane Street
363
Jane Street
New York
$398K -$6.03M -94,362 -94%
CWM
364
Cornerstone Wealth Management
Missouri
$396K +$77.8K +1,219 +24%
BSW
365
Buckingham Strategic Wealth
Missouri
$395K +$32.5K +510 +9%
LWAC
366
Laurel Wealth Advisors (California)
California
$393K +$86.6K +1,356 +28%
DMK
367
David M. Knott
$391K
S
368
Seeyond
France
$390K -$178K -2,782 -31%
OIA
369
OneDigital Investment Advisors
Kansas
$390K +$86.8K +1,360 +29%
Rafferty Asset Management
370
Rafferty Asset Management
New York
$387K -$2.28M -35,721 -86%
DA
371
Detalus Advisors
Missouri
$387K -$45.3K -711 -10%
CCM
372
Covington Capital Management
California
$375K
SPIA
373
Steward Partners Investment Advisory
New York
$375K +$174K +2,721 +86%
JWM
374
Jackson Wealth Management
Florida
$369K
BCM
375
BTC Capital Management
Iowa
$369K