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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
426
Columbia Asset Management
Michigan
$643K -$80K -1,046 -11%
BFM
427
Boston Financial Management
Massachusetts
$642K
GBWM
428
Granite Bay Wealth Management
New Hampshire
$641K -$18.7K -244 -3%
WP
429
Wealthspan Partners
Iowa
$638K +$36.3K +474 +6%
NB
430
Norinchukin Bank
Japan
$623K +$90.4K +1,181 +17%
I2I
431
Insight 2811 Inc
Illinois
$621K +$612 +8 +0.1%
AssetMark Inc
432
AssetMark Inc
California
$621K +$34.3K +448 +6%
OIA
433
Optimum Investment Advisors
Illinois
$618K -$31.2K -408 -5%
NA
434
NewEdge Advisors
Louisiana
$618K +$258K +6,137 +72%
IMCOOI
435
Investment Management Corp of Ontario (IMCO)
Canada
$616K +$616K +8,049 New
TRCT
436
Tower Research Capital (TRC)
New York
$615K -$132K -1,727 -18%
CWM
437
Campbell Wealth Management
Virginia
$614K +$36.7K +479 +6%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$609K -$195K -2,542 -24%
DWP
439
Daymark Wealth Partners
Ohio
$608K +$608K +7,940 New
BFEC
440
Benjamin F. Edwards & Company
Missouri
$607K
CQS
441
Credential Qtrade Securities
$601K -$42.9K -560 -7%
ONB
442
Old National Bancorp
Indiana
$601K -$23.4K -305 -4%
MOS
443
MGO One Seven
Ohio
$597K +$59.5K +777 +11%
AIC
444
Archer Investment Corporation
Indiana
$590K
CAG
445
Crestwood Advisors Group
Massachusetts
$585K
CWM
446
CarsonAllaria Wealth Management
Illinois
$580K +$843 +11 +0.1%
EI
447
Ethic Inc
New York
$579K +$115K +1,507 +25%
MCM
448
MAI Capital Management
Ohio
$579K +$183K +2,397 +46%
NW
449
Naviter Wealth
Arkansas
$574K +$137K +1,651 +31%
BG
450
Benedetti & Gucer
Georgia
$571K