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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 %
IA
426
IFP Advisors
Florida
$257K -$68.2K -1,070 -21%
VAS
427
Vestmark Advisory Solutions
Massachusetts
$256K +$8.18K +128 +3%
TFA
428
TPG Financial Advisors
Oregon
$255K
GT
429
Glenmede Trust
Pennsylvania
$254K -$61.6K -970 -20%
NIA
430
Northstar Investment Advisors
Colorado
$253K -$170K -2,658 -40%
MPW
431
Monterey Private Wealth
California
$252K
MSS
432
Mitchell Sinkler & Starr
Pennsylvania
$251K -$27.7K -434 -10%
VF
433
Virtu Financial
New York
$251K +$2.3K +36 +0.9%
LWP
434
Legacy Wealth Partners
California
$249K -$86.8K -1,361 -26%
CFGS
435
Concourse Financial Group Securities
Alabama
$248K +$24.2K +374 +11%
LA
436
LVW Advisors
New York
$247K -$56K -879 -18%
Walleye Capital
437
Walleye Capital
New York
$247K +$37.2K +583 +18%
PL
438
Plancorp LLC
Missouri
$244K
RFC
439
Regions Financial Corp
Alabama
$242K -$23.9K -375 -9%
BBA
440
Braun-Bostich & Associates
Pennsylvania
$242K
AP
441
Advisor Partners
California
$241K -$1.92K -30 -0.8%
Rockefeller Capital Management
442
Rockefeller Capital Management
New York
$239K +$235K +3,698 +6,604%
SFA
443
Sequoia Financial Advisors
Ohio
$239K +$239K +3,747 New
MSL
444
Mackay Shields LLC
New York
$236K -$144K -2,256 -38%
LNC
445
Lincoln National Corp
Pennsylvania
$236K +$18.5K +289 +8%
Manulife (Manufacturers Life Insurance)
446
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235K
CAG
447
Csenge Advisory Group
Florida
$235K +$235K +3,554 New
APW
448
Austin Private Wealth
Texas
$233K -$220K -3,449 -49%
BC
449
Brio Consultants
California
$229K -$49.2K -771 -18%
MFG
450
Menard Financial Group
Texas
$229K -$9.43K -148 -4%