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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 %
KOMWMG
201
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.54M -$282K -4,425 -16%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$1.46M
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.46M +$600K +9,397 +70%
M&T Bank
204
M&T Bank
New York
$1.45M +$37.5K +588 +3%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$1.44M +$75.7K +1,188 +6%
PI
206
PEAK6 Investments
Illinois
$1.42M +$1.42M +22,301 New
HCA
207
Horan Capital Advisors
Ohio
$1.42M +$9.38K +147 +0.7%
BFM
208
Boothbay Fund Management
New York
$1.41M -$211K -3,304 -13%
ProShare Advisors
209
ProShare Advisors
Maryland
$1.4M -$16.7K -262 -1%
CA
210
Cetera Advisors
Colorado
$1.38M +$64.1K +1,004 +5%
WSC
211
Wellington Shields & Co
New York
$1.38M +$78.4K +1,229 +6%
FCCM
212
First City Capital Management
Georgia
$1.38M +$601K +9,204 +77%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$1.38M
CCM
214
Coldstream Capital Management
Washington
$1.38M +$15.6K +245 +1%
First Trust Advisors
215
First Trust Advisors
Illinois
$1.36M -$43.9M -687,949 -97%
AWM
216
AE Wealth Management
Kansas
$1.35M -$413K -6,479 -23%
JCM
217
Jag Capital Management
Missouri
$1.34M +$168K +2,634 +14%
SMDAM
218
Sumitomo Mitsui DS Asset Management
Japan
$1.33M +$40.9K +642 +3%
CM
219
Crestline Management
Texas
$1.3M +$1.3M +20,420 New
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$1.29M +$39K +612 +3%
BA
221
Bennicas & Associates
California
$1.28M
AA
222
Ancora Advisors
Ohio
$1.26M -$107K -1,675 -8%
GI
223
GAMCO Investors
Connecticut
$1.25M
WA
224
Wambolt & Associates
Colorado
$1.23M -$57.1K -894 -4%
TYCC
225
Texas Yale Capital Corp
Florida
$1.22M +$6.77K +106 +0.6%