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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 %
QCG
526
Quadrant Capital Group
Ohio
$77K -$51.1K -742 -40%
COCM
527
Charter Oak Capital Management
New Hampshire
$76K +$76K +1,101 New
MA
528
MCF Advisors
Kentucky
$75K +$19.5K +280 +35%
RFA
529
Reilly Financial Advisors
California
$72K +$24.6K +357 +52%
RWA
530
Ropes Wealth Advisors
Massachusetts
$71K -$26.7K -384 -27%
BBHC
531
Brown Brothers Harriman & Co
New York
$71K
LIM
532
Longfellow Investment Management
Massachusetts
$70K +$70K +1,004 New
KTC
533
Kistler-Tiffany Companies
Pennsylvania
$69K -$28.4K -409 -29%
IF
534
Ironwood Financial
Arizona
$68K
EI
535
Ellevest Inc
New York
$61K -$27.2K -392 -31%
PGAM
536
Princeton Global Asset Management
New Jersey
$61K
TWA
537
TCI Wealth Advisors
Arizona
$58K
APWM
538
Atlas Private Wealth Management
New York
$58K
CWM
539
Cedar Wealth Management
California
$56K
TSW
540
Thompson Siegel & Walmsley
Virginia
$56K
AWA
541
Arkadios Wealth Advisors
Georgia
$56K +$56K +815 New
CWM
542
Curi Wealth Management
North Carolina
$56K +$56K +817 New
FCH
543
Freestone Capital Holdings
Washington
$55.5K +$55.5K +804 New
PCG
544
Private Capital Group
Connecticut
$55K -$10.4K -147 -16%
NIM
545
NuWave Investment Management
New Jersey
$55K +$54.7K +788 +15,760%
AA
546
Addison Advisors
Vermont
$54K +$54K +781 New
SIAG
547
Signet Investment Advisory Group
Rhode Island
$53K +$53K +766 New
BHWM
548
Bay Harbor Wealth Management
Maryland
$52K
PMFA
549
Plante Moran Financial Advisors
Michigan
$50K
FWM
550
Filbrandt Wealth Management
Wisconsin
$49K