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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 %
DekaBank Deutsche Girozentrale
151
DekaBank Deutsche Girozentrale
Germany
$2.75M +$390K +6,142 +17%
AAS
152
Avantax Advisory Services
Texas
$2.75M +$473K +7,394 +21%
RPA
153
Rock Point Advisors
Vermont
$2.71M -$42.7K -669 -2%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$2.7M +$277K +4,334 +11%
Creative Planning
155
Creative Planning
Kansas
$2.65M +$184K +2,888 +7%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$2.65M -$36.5K -572 -1%
OAM
157
Optimal Asset Management
California
$2.65M +$1.26M +19,709 +90%
CIC
158
Crawford Investment Counsel
Georgia
$2.64M +$2.64M +41,330 New
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$2.63M +$287K +4,492 +12%
ECM
160
ExodusPoint Capital Management
New York
$2.59M +$1.96M +30,718 +312%
NFG
161
NewFocus Financial Group
Washington
$2.57M -$24.6K -386 -1%
URS
162
Utah Retirement Systems
Utah
$2.55M +$26K +408 +1%
DCM
163
Dupont Capital Management
Delaware
$2.55M -$120K -1,879 -4%
GIBU
164
Gulf International Bank (UK)
United Kingdom
$2.55M
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$2.54M +$2.54M +39,865 New
MPM
166
Meritage Portfolio Management
Kansas
$2.46M -$240K -3,766 -9%
HAG
167
HighPoint Advisor Group
Illinois
$2.46M -$256K -3,966 -9%
MML Investors Services
168
MML Investors Services
Massachusetts
$2.43M +$32.3K +506 +1%
FRAF
169
Första AP-fonden
Sweden
$2.42M +$482K +7,555 +25%
DG
170
DigitalBridge Group
Florida
$2.38M +$1.4M +21,952 +143%
SIA
171
SeaBridge Investment Advisors
New Jersey
$2.36M +$494K +7,748 +27%
RWM
172
Rench Wealth Management
Texas
$2.36M +$34.8K +546 +2%
Ensign Peak Advisors
173
Ensign Peak Advisors
Utah
$2.34M +$389K +6,095 +20%
HFS
174
Hantz Financial Services
Michigan
$2.32M -$38.7K -606 -2%
ECM
175
EII Capital Management
New York
$2.32M +$705K +11,039 +44%