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W.P. Carey

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
426
Simplicity Solutions
Minnesota
$315K +$24.9K +360 +9%
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$308K
MSFS
428
Main Street Financial Solutions
Pennsylvania
$303K +$303K +4,382 New
JIC
429
Joel Isaacson & Co
New York
$301K +$7.06K +102 +2%
GAM
430
Garrison Asset Management
Arkansas
$298K
CPO
431
Cerity Partners OCIO
New York
$295K +$10.2K +148 +4%
Qube Research & Technologies (QRT)
432
Qube Research & Technologies (QRT)
United Kingdom
$293K -$627K -9,081 -68%
Lazard Asset Management
433
Lazard Asset Management
New York
$291K -$5.6K -81 -2%
BCV
434
Banque Cantonale Vaudoise
Switzerland
$290K
EAM
435
Evanson Asset Management
California
$290K +$290K +4,194 New
SLWA
436
San Luis Wealth Advisors
California
$288K +$288K +4,172 New
KWM
437
Kingsview Wealth Management
Oregon
$287K +$276 +4 +0.1%
LNC
438
Lincoln National Corp
Pennsylvania
$284K +$28.7K +415 +11%
EOJOAM
439
E. Ohman J:or Asset Management
Sweden
$282K
Mercer Global Advisors
440
Mercer Global Advisors
Colorado
$282K -$21.2K -306 -7%
MYAM
441
Meiji Yasuda Asset Management
Japan
$279K -$44.4K -643 -14%
CFGS
442
Concourse Financial Group Securities
Alabama
$279K +$10.3K +146 +4%
TFA
443
TPG Financial Advisors
Oregon
$276K
SF
444
Symphony Financial
Texas
$276K
NIA
445
Northstar Investment Advisors
Colorado
$274K
MPW
446
Monterey Private Wealth
California
$273K
FI
447
FormulaFolio Investments
Michigan
$270K +$270K +3,901 New
YIH
448
Y-Intercept (HK)
Hong Kong
$269K +$269K +3,943 New
LA
449
LVW Advisors
New York
$268K
HFA
450
High Falls Advisors
New York
$268K +$268K +3,877 New