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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 %
BHWM
526
Bay Harbor Wealth Management
Maryland
$48K
Millennium Management
527
Millennium Management
New York
$46.6K +$16.2K +253,207 +53%
PMFA
528
Plante Moran Financial Advisors
Michigan
$46K
FWM
529
Filbrandt Wealth Management
Wisconsin
$46K
GWS
530
Glassman Wealth Services
Virginia
$46K +$6.24K +98 +16%
RFA
531
Reilly Financial Advisors
California
$44K
WT
532
Washington Trust
Rhode Island
$42K
LFG
533
LifePlan Financial Group
Ohio
$42K
LWANC
534
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$379 +6 +1%
MWP
536
Meridian Wealth Partners
Pennsylvania
$38K
T
537
TOBAM
France
$38K +$38K +599 New
LC
538
Lindbrook Capital
California
$37K +$768 +12 +2%
HR
539
Howe & Rusling
New York
$36K -$15.4K -238 -30%
HWA
540
HHM Wealth Advisors
Tennessee
$36K
CB
541
Community Bank
New York
$33K
OC
542
Oakworth Capital
Alabama
$33K
MA
543
MUFG Americas
New York
$33K
TIM
544
Tortoise Investment Management
New York
$31K
CIA
545
CSat Investment Advisory
Michigan
$31K +$2.73K +43 +10%
CWC
546
Carolinas Wealth Consulting
North Carolina
$29K +$454 +7 +2%
HCP
547
Hexagon Capital Partners
Arkansas
$27K +$27K +433 New
HWA
548
Heritage Wealth Advisors
Virginia
$26.3K
TF
549
Tompkins Financial
New York
$26K
CFA
550
Carroll Financial Associates
North Carolina
$26K