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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 %
CS
301
Candriam SCA
Luxembourg
$1.14M -$114K -1,418 -9%
JWCA
302
J.W. Cole Advisors
Florida
$1.1M -$119K -1,477 -10%
EMPI
303
Elo Mutual Pension Insurance
Finland
$1.09M +$64.4K +801 +6%
HIA
304
Harbor Investment Advisory
Maryland
$1.06M -$10.8K -135 -1%
NWM
305
NEIRG Wealth Management
Massachusetts
$1.05M +$1.05M +13,055 New
BIAS
306
Beacon Investment Advisory Services
New Jersey
$1.04M +$20.6K +256 +2%
C
307
Certuity
Florida
$1.03M
Impax Asset Management Group
308
Impax Asset Management Group
United Kingdom
$1.02M -$81.6K -1,015 -7%
HKAM
309
Horizon Kinetics Asset Management
New York
$1.02M +$20.5K +255 +2%
CFG
310
Cooper Financial Group
California
$1.02M -$99.6K -1,239 -9%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$998K +$998K +12,421 New
C1AG
312
Client 1st Advisory Group
Florida
$992K -$1.53K -19 -0.2%
WA
313
Wambolt & Associates
Colorado
$981K -$13.2K -164 -1%
VIM
314
Vista Investment Management
Pennsylvania
$977K -$4.74K -59 -0.5%
SPC
315
Sigma Planning Corp
Michigan
$974K -$15.3K -190 -2%
CWM
316
C2C Wealth Management
Arizona
$962K +$962K +11,974 New
RJT
317
Raymond James Trust
Florida
$929K -$50.9K -633 -5%
AAP
318
Arax Advisory Partners
Colorado
$913K +$11K +137 +1%
MA
319
MKT Advisors
California
$913K +$913K +12,328 New
OPA
320
Old Port Advisors
Maine
$912K +$36.7K +464 +4%
DADC
321
D.A. Davidson & Co
Montana
$910K +$10.7K +133 +1%
YCM
322
Yousif Capital Management
Michigan
$909K +$909K +11,311 New
SC
323
Sawyer & Company
Massachusetts
$894K -$39K -485 -4%
HPM
324
Hudson Portfolio Management
New York
$889K -$6.1K -76 -0.7%
CIC
325
Cornercap Investment Counsel
Georgia
$889K +$889K +11,065 New