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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 %
GIA
601
Goodwin Investment Advisory
Georgia
$14K +$14K +204 New
GI
602
Gradient Investments
Minnesota
$12K
JWM
603
Janiczek Wealth Management
Colorado
$12K +$7.23K +106 +151%
FP
604
Fiduciary Planning
Florida
$12K +$12K +168 New
EWM
605
Endurance Wealth Management
Rhode Island
$11K
APWA
606
Atlas Private Wealth Advisors
New Jersey
$11K
CWA
607
Core Wealth Advisors
Florida
$9K
GEA
608
Glen Eagle Advisors
New Jersey
$8.19K +$3.54K +51 +76%
EARNEST Partners
609
EARNEST Partners
Georgia
$8K
FDCDDQ
610
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.76K
CFN
611
Cordasco Financial Network
Florida
$7K
CHA
612
Carmichael Hill & Associates
Maryland
$7K
SWM
613
Sugarloaf Wealth Management
Georgia
$7K +$65 +1 +0.9%
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.44K +20 +26%
JPLA
615
Joseph P. Lucia & Associates
New York
$7K +$7K +102 New
ZB
616
Zions Bancorporation
Utah
$6K -$209 -3 -3%
ONST
617
Old North State Trust
North Carolina
$6K
PO
618
Private Ocean
California
$6K
BCA
619
Berman Capital Advisors
Georgia
$6K +$61 +1 +1%
FA
620
Financial Avengers
California
$5K +$5K +68 New
BWA
621
BDO Wealth Advisors
Florida
$4K
HS
622
Horan Securities
United States
$4K +$4K +55 New
CHC
623
City Holding Co
West Virginia
$3K
IA
624
IFS Advisors
Kansas
$3K +$3K +49 New
CCA
625
Childress Capital Advisors
Texas
$3K +$3K +50 New