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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 %
CAM
326
Columbia Asset Management
Michigan
$862K -$45.1K -561 -5%
VIA
327
Vident Investment Advisory
Georgia
$861K +$5.47K +68 +0.6%
N
328
Natixis
France
$856K +$312K +3,881 +57%
KBC Group
329
KBC Group
Belgium
$854K -$1.27M -15,765 -60%
FNBOMD
330
First National Bank of Mount Dora
Florida
$853K
PAMG
331
Patton Albertson Miller Group
Tennessee
$852K +$402 +5 +0%
Rockefeller Capital Management
332
Rockefeller Capital Management
New York
$834K +$67.9K +845 +9%
VI
333
Versor Investments
New York
$829K -$254K -3,165 -23%
EIA
334
Eldridge Investment Advisors
New Hampshire
$829K
AWM
335
Apollon Wealth Management
South Carolina
$829K +$171K +2,126 +26%
IWP
336
Insight Wealth Partners
Texas
$822K
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$821K
Rafferty Asset Management
338
Rafferty Asset Management
New York
$815K -$129K -1,601 -14%
UOC
339
UBS O'Connor
Illinois
$804K -$1.16M -14,447 -59%
AWM
340
Adams Wealth Management
Utah
$804K -$59K -735 -7%
FNT
341
First National Trust
Pennsylvania
$795K +$5.54K +69 +0.7%
PFP
342
Pinnacle Financial Partners
Tennessee
$791K -$77.9K -970 -9%
FCCM
343
First City Capital Management
Georgia
$786K +$14.3K +194 +2%
FMBTD
344
First Midwest Bank Trust Division
Illinois
$780K +$150K +1,864 +24%
ASN
345
Advisory Services Network
Georgia
$780K +$177K +2,198 +29%
NA
346
NewEdge Advisors
Louisiana
$770K +$770K +9,584 New
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$767K +$7.63K +95 +1%
AA
348
ALPS Advisors
Colorado
$741K -$38.7K -482 -5%
First Manhattan
349
First Manhattan
New York
$738K
VAS
350
Vestmark Advisory Solutions
Massachusetts
$738K +$172K +2,140 +30%