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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K -$2.19K -30 -0.3%
FNT
352
First National Trust
Pennsylvania
$718K
FHA
353
Flagship Harbor Advisors
Massachusetts
$711K +$73 +1 +0%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$691K +$404K +5,535 +141%
SBIA
355
Sheaff Brock Investment Advisors
Indiana
$682K +$7.31K +100 +1%
First Manhattan
356
First Manhattan
New York
$671K -$11.2K -153 -2%
WPW
357
Warther Private Wealth
Ohio
$669K +$669K +9,140 New
WorldQuant Millennium Advisors
358
WorldQuant Millennium Advisors
New York
$660K +$660K +9,031 New
CWP
359
Concord Wealth Partners
Virginia
$658K -$46.1K -631 -7%
PHK
360
Point72 Hong Kong
Hong Kong
$657K +$657K +8,988 New
QI
361
QS Investors
New York
$655K -$194K -2,655 -23%
GIA
362
Guyasuta Investment Advisors
Pennsylvania
$649K +$23.5K +322 +4%
FHC
363
First Heartland Consultants
Missouri
$626K -$346K -4,741 -36%
MAFM
364
Mid Atlantic Financial Management
Pennsylvania
$625K +$146K +1,996 +30%
KA
365
Kovack Advisors
Florida
$624K +$73 +1 +0%
ECM
366
ExodusPoint Capital Management
New York
$618K -$1.76M -24,133 -74%
IWM
367
IHT Wealth Management
Illinois
$616K -$29.2K -400 -5%
LFA
368
Landmark Financial Advisors
Kentucky
$616K
VPIM
369
Vanguard Personalized Indexing Management
California
$616K +$616K +8,430 New
Financial Engines Advisors
370
Financial Engines Advisors
California
$608K
CAG
371
Crestwood Advisors Group
Massachusetts
$597K
CIAS
372
Capital Investment Advisory Services
North Carolina
$595K +$10.6K +145 +2%
CCM
373
Coldstream Capital Management
Washington
$582K -$4.45K -61 -0.8%
SS
374
Sunbelt Securities
Texas
$573K -$26.6K -342 -4%
ACM
375
Ayrshire Capital Management
Connecticut
$571K +$13.7K +188 +2%