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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
276
Griffin Asset Management
New York
$1.38M -$56.9K -708 -4%
PAM
277
Panagora Asset Management
Massachusetts
$1.36M -$131K -1,629 -9%
TYCC
278
Texas Yale Capital Corp
Florida
$1.36M +$482 +6 +0%
MCCP
279
Mission Creek Capital Partners
California
$1.35M +$54.7K +681 +4%
EWA
280
EP Wealth Advisors
California
$1.32M -$116K -1,442 -8%
OHIS
281
Oak Harvest Investment Services
Texas
$1.32M -$60.9K -758 -4%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$1.31M -$10.5K -131 -0.8%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M +$5.22K +65 +0.4%
FCA
284
FLC Capital Advisors
California
$1.3M -$33.4K -415 -2%
Lazard Asset Management
285
Lazard Asset Management
New York
$1.29M +$79.9K +995 +7%
FFA
286
Founders Financial Alliance
North Carolina
$1.28M +$29.6K +369 +2%
RPSA
287
Richard P. Slaughter Associates
Texas
$1.27M +$12.1K +150 +1%
WBC
288
Westpac Banking Corp
Australia
$1.21M +$26.8K +334 +2%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$1.2M +14,895 New
SI
290
Stephens Inc
Arkansas
$1.19M -$59.4K -739 -5%
ACM
291
AlphaCrest Capital Management
New York
$1.18M +$94.2K +1,172 +9%
CWM
292
Cornerstone Wealth Management
Missouri
$1.18M -$63.6K -791 -5%
EH
293
Equitable Holdings
New York
$1.17M +$23.2K +289 +2%
CRC
294
Curi RMB Capital
Illinois
$1.17M -$705K -8,763 -38%
MSRPS
295
Maryland State Retirement & Pension System
Maryland
$1.16M +$67.1K +835 +6%
SPIA
296
Steward Partners Investment Advisory
New York
$1.16M -$7.07K -88 -0.6%
BFM
297
Boothbay Fund Management
New York
$1.15M -$534K -6,649 -32%
TA
298
Tectonic Advisors
Texas
$1.15M +$555K +6,910 +93%
APW
299
Aurora Private Wealth
New Jersey
$1.15M +$5.79K +72 +0.5%
MWM
300
Madison Wealth Management
Ohio
$1.15M