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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 %
Prudential Financial
351
Prudential Financial
New Jersey
$734K -$26.2K -343 -3%
SWP
352
Stratos Wealth Partners
Ohio
$733K +$49.2K +612 +7%
ACMA
353
Arbor Capital Management (Alaska)
Alaska
$728K +$728K +9,064 New
WorldQuant Millennium Advisors
354
WorldQuant Millennium Advisors
New York
$726K
CIAS
355
Capital Investment Advisory Services
North Carolina
$723K +$47.5K +591 +7%
CWP
356
Concord Wealth Partners
Virginia
$723K +$319K +3,973 +79%
GIA
357
Guyasuta Investment Advisors
Pennsylvania
$721K +$5.31K +66 +0.7%
EWM
358
Empirical Wealth Management
Washington
$716K +$716K +8,907 New
TRCT
359
Tower Research Capital (TRC)
New York
$711K -$33.5K -417 -4%
DCM
360
Dupont Capital Management
Delaware
$710K -$223K -2,779 -24%
GA
361
GraniteShares Advisors
New York
$709K +$709K +8,833 New
EOJOAM
362
E. Ohman J:or Asset Management
Sweden
$706K +$459K +5,718 +187%
Jane Street
363
Jane Street
New York
$703K -$1.8M -22,435 -72%
Group One Trading
364
Group One Trading
Illinois
$699K +$699K +8,700 New
LWAC
365
Laurel Wealth Advisors (California)
California
$692K +$210K +2,618 +44%
OIA
366
Optimum Investment Advisors
Illinois
$682K +$82.1K +1,021 +14%
LFA
367
Landmark Financial Advisors
Kentucky
$677K
APA
368
American Portfolios Advisors
New York
$675K +$129K +1,602 +24%
AWM
369
Axxcess Wealth Management
California
$675K +$675K +8,394 New
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$669K +$78.8K +981 +13%
CAG
371
Crestwood Advisors Group
Massachusetts
$657K
ACM
372
Ayrshire Capital Management
Connecticut
$656K +$9K +112 +1%
CCM
373
Coldstream Capital Management
Washington
$648K -$1.12M -13,977 -63%
Cerity Partners
374
Cerity Partners
New York
$646K +$255K +1,981 +65%
NFG
375
Next Financial Group
Texas
$644K +$85.9K +1,069 +15%