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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 %
BWP
501
Baldwin Wealth Partners
Massachusetts
$141K
FWM
502
Focused Wealth Management
New York
$138K +$1.04K +15 +0.8%
SIC
503
Salem Investment Counselors
North Carolina
$136K
SSB
504
Sandy Spring Bank
Maryland
$131K -$758 -11 -0.6%
PFGIA
505
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$87.1K +1,256 +203%
BCP
506
Blue Chip Partners
Michigan
$128K +$1.38K +20 +1%
LS
507
Livforsakringsbolaget Skandia
Sweden
$127K
KFS
508
Kelly Financial Services
Massachusetts
$126K
SIS
509
Sound Income Strategies
Florida
$119K +$138 +2 +0.1%
PS
510
Planned Solutions
California
$114K
TWM
511
Tradition Wealth Management
Minnesota
$114K +$114K +1,654 New
PA
512
Parallel Advisors
California
$112K +$1.67K +24 +2%
TCOV
513
Trust Company of Vermont
Vermont
$111K -$12.4K -179 -10%
FMP
514
Financial Management Professionals
Texas
$105K
S
515
SignatureFD
Georgia
$97K +$15.8K +229 +19%
IFAM
516
Institutional & Family Asset Management
Colorado
$93K
BII
517
Bainco International Investors
Massachusetts
$93K +$93K +1,343 New
KPCM
518
Kings Point Capital Management
New York
$86K
IA
519
Inspire Advisors
Idaho
$86K +$86K +1,250 New
KFI
520
Key Financial Inc
Pennsylvania
$85K +$85K +1,228 New
RA
521
Reby Advisors
Connecticut
$84K +$84K +1,216 New
GWMIA
522
Global Wealth Management Investment Advisory
Florida
$83K +$8.45K +123 +11%
AWM
523
Accel Wealth Management
Iowa
$82K +$82K +1,192 New
WT
524
Whittier Trust
California
$78K
CCA
525
Column Capital Advisors
Indiana
$78K +$78K +1,124 New