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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Market Value Shares Shares
Change
Shares
Change %
MA
626
MUFG Americas
New York
$37K 500
SN
627
Sittner & Nelson
Oregon
$37K 500
AIL
628
AGF Investments LLC
Ontario, Canada
$37K 492 +33 +7%
WWM
629
Wagner Wealth Management
South Carolina
$37K 495 +195 +65%
TIM
630
Tortoise Investment Management
New York
$36K 477
CAM
631
CenterStar Asset Management
Illinois
CWC
632
Carolinas Wealth Consulting
North Carolina
$35K 458 +7 +2%
FP
633
Financial Perspectives
Minnesota
$34K 456 +456 New
SWM
634
Selective Wealth Management
Virginia
$33K 436
HCP
635
Hexagon Capital Partners
Arkansas
$32K 424
GEA
636
Glen Eagle Advisors
New Jersey
$31K 416
DWA
637
Dougherty Wealth Advisers
Minnesota
$30K 400
BWM
638
Baystate Wealth Management
Massachusetts
$30K 405 +6 +2%
CFA
639
Carroll Financial Associates
North Carolina
$29K 400 -93 -19%
Credit Agricole
640
Credit Agricole
France
$28K 373
CAL
641
Capital Analysts LLC
Pennsylvania
$27K 368 +5 +1%
CAGAS
642
Capital Advisory Group Advisory Services
Minnesota
$26K 347
CBT
643
CoreFirst Bank & Trust
Kansas
$25K 330
SFA
644
Semmax Financial Advisors
North Carolina
$24K 316
OSAM
645
O'Shaughnessy Asset Management
Connecticut
$24K 325 +300 +1,200%
BMD
646
Better Money Decisions
New Mexico
$23K 303
MWC
647
MBM Wealth Consultants
Missouri
$23K 305
LS
648
Livforsakringsbolaget Skandia
Sweden
$22K 300 -1,500 -83%
RIA
649
RPG Investment Advisory
California
$22K 300
LWA
650
Lenox Wealth Advisors
New York
$21K 286