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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 %
SWP
376
Stratos Wealth Partners
Ohio
$571K +$37.7K +516 +7%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$568K -$50.6K -692 -8%
AssetMark Inc
378
AssetMark Inc
California
$566K +$44.8K +614 +9%
OIA
379
Optimum Investment Advisors
Illinois
$560K +$174K +2,386 +45%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$548K
B
381
BP
United Kingdom
$537K -$358K -4,892 -40%
LWP
382
Lumature Wealth Partners
Georgia
$537K
MS
383
Madden Securities
Texas
$530K
ASN
384
Advisory Services Network
Georgia
$527K +$16.8K +230 +3%
HCM
385
Highlander Capital Management
New Jersey
$524K +$457K +6,254 +681%
PTC
386
Philadelphia Trust Company
Pennsylvania
$522K
I2I
387
Insight 2811 Inc
Illinois
$516K +$14.9K +204 +3%
CCM
388
Cullen Capital Management
New York
$514K
BAS
389
Brown Advisory Securities
Maryland
$507K -$194K -2,651 -28%
MCP
390
Mirador Capital Partners
California
$505K +$146K +2,002 +41%
RA
391
RFG Advisory
Alabama
$500K -$153K -2,095 -23%
PTC
392
Private Trust Company
Ohio
$496K
CIBC Asset Management
393
CIBC Asset Management
Ontario, Canada
$496K +$877 +12 +0.2%
ACG
394
Allen Capital Group
Nebraska
$495K -$20.9K -286 -4%
AIP
395
Ahrens Investment Partners
Louisiana
$494K +$38.5K +527 +8%
BA
396
Bridgewater Associates
Connecticut
$493K -$135K -1,847 -21%
CWG
397
Cornerstone Wealth Group
North Carolina
$487K
CIA
398
Capital Investment Advisors
Georgia
$486K +$486K +6,651 New
AIM
399
Achmea Investment Management
Netherlands
$484K
IAIM
400
International Assets Investment Management
Florida
$483K -$420K -5,747 -47%