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W.P. Carey

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 471 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
182
Reduced
471
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Shares
Change %
HKAM
276
Horizon Kinetics Asset Management
New York
$1.28M +$238K +3,668 +23%
MHS
277
M Holdings Securities
Oregon
$1.25M -$81.3K -1,254 -6%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$1.24M -$35.3K -544 -3%
CIM
279
Centersquare Investment Management
Pennsylvania
$1.23M -$7.32M -112,873 -86%
DAS
280
Dynamic Advisor Solutions
Arizona
$1.22M -$75.7K -1,167 -6%
EMPI
281
Elo Mutual Pension Insurance
Finland
$1.21M +$24.6K +380 +2%
SAM
282
Securian Asset Management
Minnesota
$1.2M +$1.2M +18,454 New
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$1.19M -$845K -13,036 -41%
GWM
284
Geneos Wealth Management
Colorado
$1.17M -$481K -7,422 -29%
MGP
285
Metis Global Partners
California
$1.16M +$70.4K +1,086 +6%
CWM
286
Cornerstone Wealth Management
Missouri
$1.16M +$217K +3,345 +23%
GIBU
287
Gulf International Bank (UK)
United Kingdom
$1.15M -$160K -2,465 -12%
TPA
288
Trivium Point Advisory
Connecticut
$1.15M -$23.3K -360 -2%
AWM
289
Apollon Wealth Management
South Carolina
$1.13M -$6.94K -107 -0.6%
HIA
290
Harbor Investment Advisory
Maryland
$1.11M -$213K -3,288 -16%
BAM
291
Belpointe Asset Management
Nevada
$1.1M +$50.4K +777 +5%
SWP
292
Stratos Wealth Partners
Ohio
$1.1M -$139K -2,150 -11%
AAP
293
Arax Advisory Partners
Colorado
$1.1M -$10.4K -160 -0.9%
Schroder Investment Management Group
294
Schroder Investment Management Group
United Kingdom
$1.09M -$62.2K -959 -5%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$1.08M +$321K +4,953 +42%
WA
296
Waverly Advisors
Alabama
$1.08M -$103K -1,586 -9%
FFA
297
Founders Financial Alliance
North Carolina
$1.07M -$40.4K -624 -4%
LAM
298
LECAP Asset Management
United Kingdom
$1.07M +$1.07M +16,464 New
MSRPS
299
Maryland State Retirement & Pension System
Maryland
$1.05M -$22K -340 -2%
PAM
300
Panagora Asset Management
Massachusetts
$1.05M -$26.4K -408 -2%