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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 %
MCM
551
McMillion Capital Management
North Carolina
$46K +$46K +667 New
JFA
552
JNBA Financial Advisors
Minnesota
$45K -$48.9K -714 -52%
WT
553
Washington Trust
Rhode Island
$45K
HFM
554
Harvest Fund Management
China
$43K +$43K +634 New
LWANC
555
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K
MAM
556
Meeder Asset Management
Ohio
$42K +$24.8K +360 +144%
T
557
TOBAM
France
$41K
MWP
558
Meridian Wealth Partners
Pennsylvania
$41K
MA
559
Montag & Associates
Georgia
$40K +$40K +582 New
HR
560
Howe & Rusling
New York
$39K +$619 +9 +2%
SIAG
561
Safeguard Investment Advisory Group
California
$39K +$39K +575 New
HWA
562
HHM Wealth Advisors
Tennessee
$38K
SBL
563
Sargent Bickham Lagudis
Colorado
$35K -$65.1K -934 -65%
OC
564
Oakworth Capital
Alabama
$35K
MA
565
MUFG Americas
New York
$35K
HNB
566
Huntington National Bank
Ohio
$35K +$19.2K +281 +122%
CL
567
COWA LLC
Oklahoma
$35K +$35K +511 New
NSIM
568
North Star Investment Management
Illinois
$35K +$35K +511 New
HCM
569
Highlander Capital Management
New Jersey
$35K +$35K +511 New
SN
570
Sittner & Nelson
Oregon
$35K +$35K +511 New
LC
571
Lindbrook Capital
California
$34K -$5.86K -85 -15%
TIM
572
Tortoise Investment Management
New York
$34K
AIL
573
AGF Investments LLC
Ontario, Canada
$32K -$206K -3,007 -87%
CWC
574
Carolinas Wealth Consulting
North Carolina
$32K +$424 +6 +1%
CB
575
Community Bank
New York
$31K -$3.77K -55 -11%