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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 %
DMKJ
426
David M. Knott Jr
$492K +$492K +6,126 New
LMAM
427
Legg Mason Asset Management
Japan
$490K -$8.2K -102 -2%
FHA
428
Flagship Harbor Advisors
Massachusetts
$488K -$294K -3,656 -38%
KM
429
Kalos Management
Georgia
$485K +$9.42K +124 +2%
Fiera Capital (Canada)
430
Fiera Capital (Canada)
Quebec, Canada
$484K
RFM
431
Royal Fund Management
Florida
$484K +$42.4K +528 +10%
TPA
432
Trivium Point Advisory
Connecticut
$480K +$111K +1,385 +30%
BG
433
Benedetti & Gucer
Georgia
$478K
CAM
434
Carret Asset Management
New York
$474K
PA
435
Profund Advisors
Maryland
$472K -$1.01M -12,634 -68%
CCM
436
Covington Capital Management
California
$472K
JWM
437
Jackson Wealth Management
Florida
$462K +$462K +5,751 New
Fisher Asset Management
438
Fisher Asset Management
Washington
$455K -$60.5K -754 -12%
KCM
439
Kathmere Capital Management
Pennsylvania
$455K
CIA
440
Capital Investment Advisors
Georgia
$453K -$15.9K -198 -3%
DDC
441
DF Dent & Co
Maryland
$453K +$803 +10 +0.2%
WDC
442
Woodward Diversified Capital
California
$452K +$49.9K +620 +12%
SS
443
Simplicity Solutions
Minnesota
$452K +$452K +5,624 New
VFA
444
Valeo Financial Advisors
Indiana
$452K +$452K +5,629 New
DI
445
Diligent Investors
California
$450K +$1.45K +18 +0.3%
AIP
446
Ahrens Investment Partners
Louisiana
$444K -$39.6K -493 -8%
M1FG
447
Mach-1 Financial Group
Arkansas
$440K +$440K +5,486 New
VVP
448
Venture Visionary Partners
Ohio
$438K
NGA
449
Naples Global Advisors
Florida
$434K
AssetMark Inc
450
AssetMark Inc
California
$431K -$18.5K -230 -4%