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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 %
JIC
426
Joel Isaacson & Co
New York
$281K +$27K +408 +11%
HDIM
427
Hanson & Doremus Investment Management
Vermont
$278K -$41.5K -626 -13%
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$277K -$851K -12,836 -75%
RFC
429
Regions Financial Corp
Alabama
$277K -$10.2K -153 -4%
BFO
430
Boston Family Office
Massachusetts
$273K -$59.2K -893 -18%
LFAS
431
Level Four Advisory Services
Texas
$273K -$41.3K -627 -13%
CPO
432
Cerity Partners OCIO
New York
$272K +$1.66K +25 +0.6%
CAAS
433
Capital Asset Advisory Services
Michigan
$269K +$269K +3,773 New
OFS
434
OneAscent Financial Services
Alabama
$264K
TFA
435
TPG Financial Advisors
Oregon
$264K
SF
436
Symphony Financial
Texas
$264K +$264K +3,986 New
CG
437
Colony Group
Massachusetts
$263K -$7.36K -111 -3%
MPW
438
Monterey Private Wealth
California
$262K
VF
439
Virtu Financial
New York
$258K +$258K +3,898 New
HFA
440
High Falls Advisors
New York
$257K
VAS
441
Vestmark Advisory Solutions
Massachusetts
$257K +$257K +3,879 New
PL
442
Plancorp LLC
Missouri
$253K
MIH
443
Meitav Investment House
Israel
$253K +$253K +3,818 New
BBA
444
Braun-Bostich & Associates
Pennsylvania
$252K -$63K -950 -20%
AP
445
Advisor Partners
California
$252K -$663 -10 -0.3%
AO
446
Advisor OS
Illinois
$252K +$252K +3,799 New
MFG
447
Menard Financial Group
Texas
$248K +$248K +3,743 New
CAN
448
Claraphi Advisory Network
United States
$246K -$60.8K -918 -20%
NP
449
NorthRock Partners
Minnesota
$242K +$242K +3,652 New
Manulife (Manufacturers Life Insurance)
450
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$241K -$31.9K -487 -12%