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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 %
PA
501
Parallel Advisors
California
$101K -$20.4K -321 -17%
FMP
502
Financial Management Professionals
Texas
$97K
SBL
503
Sargent Bickham Lagudis
Colorado
$92K +$513 +8 +0.6%
RWA
504
Ropes Wealth Advisors
Massachusetts
$90K
KTC
505
Kistler-Tiffany Companies
Pennsylvania
$90K +$11.4K +178 +15%
JFA
506
JNBA Financial Advisors
Minnesota
$88K
IFAM
507
Institutional & Family Asset Management
Colorado
$86K
IA
508
IndexIQ Advisors
New York
$85K +$52.2K +823 +159%
EI
509
Ellevest Inc
New York
$81K +$18.2K +286 +29%
KPCM
510
Kings Point Capital Management
New York
$79K
S
511
SignatureFD
Georgia
$75K +$10K +158 +15%
WT
512
Whittier Trust
California
$72K
GWMIA
513
Global Wealth Management Investment Advisory
Florida
$69K -$73.3K -1,152 -51%
PFS
514
Prospera Financial Services
Texas
$67K +$67K +1,050 New
FC
515
FORA Capital
Florida
$66K -$219K -3,428 -77%
BBHC
516
Brown Brothers Harriman & Co
New York
$65K
IF
517
Ironwood Financial
Arizona
$63K
PCG
518
Private Capital Group
Connecticut
$60K -$1.62K -25 -3%
PGAM
519
Princeton Global Asset Management
New Jersey
$57K
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
TWA
521
TCI Wealth Advisors
Arizona
$54K
APWM
522
Atlas Private Wealth Management
New York
$54K
TSW
523
Thompson Siegel & Walmsley
Virginia
$52K
CWM
524
Cedar Wealth Management
California
$52K
MA
525
MCF Advisors
Kentucky
$51K