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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 %
HPC
476
HM Payson & Co
Maine
$189K +$45.6K +715 +32%
APA
477
American Portfolios Advisors
New York
$180K +$1.92K +30 +1%
ARMT
478
Amica Retiree Medical Trust
Rhode Island
$178K
EIP
479
Ellis Investment Partners
Pennsylvania
$176K +$2.68K +42 +2%
NICM
480
Neo Ivy Capital Management
New York
$152K +$152K +2,385 New
AWM
481
AllSquare Wealth Management
New York
$150K
JCM
482
Jacobi Capital Management
Pennsylvania
$148K
AIG
483
American International Group
New York
$145K -$446 -7 -0.3%
GSWM
484
Golden State Wealth Management
California
$142K +$142K +2,222 New
POIA
485
Pin Oak Investment Advisors
Texas
$137K
BWP
486
Baldwin Wealth Partners
Massachusetts
$130K
CSPIA
487
Cary Street Partners Investment Advisory
Virginia
$128K +$128K +2,013 New
FWM
488
Focused Wealth Management
New York
$126K +$12K +188 +10%
SIC
489
Salem Investment Counselors
North Carolina
$125K
SSB
490
Sandy Spring Bank
Maryland
$122K +$702 +11 +0.6%
QCG
491
Quadrant Capital Group
Ohio
$119K +$59.9K +936 +101%
BCP
492
Blue Chip Partners
Michigan
$117K -$179K -2,803 -60%
LS
493
Livforsakringsbolaget Skandia
Sweden
$117K
KFS
494
Kelly Financial Services
Massachusetts
$116K
TCOV
495
Trust Company of Vermont
Vermont
$114K
LWS
496
Lucia Wealth Services
California
$112K +$31.2K +490 +39%
SIS
497
Sound Income Strategies
Florida
$110K +$16K +251 +17%
PS
498
Planned Solutions
California
$106K +$106K +1,656 New
GRP
499
Global Retirement Partners
California
$103K +$576 +9 +0.6%
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$103K +$46.3K +723 +82%