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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 %
PSUF
351
People's United Financial
Connecticut
$731K +$511K +7,147 +233%
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$730K
FHA
353
Flagship Harbor Advisors
Massachusetts
$711K
FNT
354
First National Trust
Pennsylvania
$703K
AA
355
ALPS Advisors
Colorado
$694K -$49K -685 -7%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$681K +$5.22K +73 +0.8%
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$676K +$8.44K +118 +1%
TRCT
358
Tower Research Capital (TRC)
New York
$663K -$337K -4,712 -34%
First Manhattan
359
First Manhattan
New York
$657K
KOMWMG
360
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$655K -$649K -9,077 -50%
WorldQuant Millennium Advisors
361
WorldQuant Millennium Advisors
New York
$646K
GIA
362
Guyasuta Investment Advisors
Pennsylvania
$637K +$1.79K +25 +0.3%
Financial Engines Advisors
363
Financial Engines Advisors
California
$636K +$41.4K +571 +7%
JCIA
364
Jackson Creek Investment Advisors
Colorado
$622K +$622K +8,693 New
FHC
365
First Heartland Consultants
Missouri
$617K +$3.44K +48 +0.6%
KA
366
Kovack Advisors
Florida
$611K
BAS
367
Brown Advisory Securities
Maryland
$610K +$113K +1,580 +23%
SWP
368
Stratos Wealth Partners
Ohio
$608K +$49.4K +691 +9%
CIAS
369
Capital Investment Advisory Services
North Carolina
$601K +$18.2K +255 +3%
ASFA
370
All Season Financial Advisors
Colorado
$594K +$208K +2,905 +54%
CAG
371
Crestwood Advisors Group
Massachusetts
$585K
AWM
372
Apollon Wealth Management
South Carolina
$585K +$251K +3,508 +75%
LFA
373
Landmark Financial Advisors
Kentucky
$584K
ACM
374
Ayrshire Capital Management
Connecticut
$576K +$17.3K +242 +3%
SS
375
Sunbelt Securities
Texas
$573K