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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 %
CTA
451
Chesley Taft & Associates
Illinois
$430K
MYAM
452
Meiji Yasuda Asset Management
Japan
$428K +$66.2K +825 +18%
CWA
453
Clearview Wealth Advisors
Oregon
$425K +$24.7K +308 +6%
HAS
454
HBW Advisory Services
California
$423K -$70.8K -881 -14%
CFGS
455
Concourse Financial Group Securities
Alabama
$421K +$77K +946 +22%
HWIS
456
Hancock Whitney Investment Services
Louisiana
$421K +$421K +5,302 New
EI
457
Ethic Inc
New York
$418K +$124K +1,542 +42%
MCM
458
MV Capital Management
Maryland
$417K
GCM
459
G2 Capital Management
Ohio
$410K +$410K +5,105 New
WFS
460
Widmann Financial Services
Maryland
$409K +$409K +5,100 New
OC
461
Oakworth Capital
Alabama
$402K
RA
462
RFG Advisory
Alabama
$399K -$217K -2,692 -35%
CWG
463
Cornerstone Wealth Group
North Carolina
$398K -$82.2K -1,022 -17%
GWSG
464
GPS Wealth Strategies Group
Colorado
$398K -$28K -348 -7%
MAM
465
Meeder Asset Management
Ohio
$397K +$12.1K +151 +3%
MOS
466
MGO One Seven
Ohio
$397K +$31.2K +388 +9%
VCA
467
Verdence Capital Advisors
Maryland
$393K
HHRDM
468
H&H Retirement Design & Management
Nevada
$393K +$9.79K +132 +3%
MSFS
469
Main Street Financial Solutions
Pennsylvania
$393K +$113K +1,408 +40%
WS
470
Wedbush Securities
California
$392K +$47.4K +590 +14%
BSW
471
Buckingham Strategic Wealth
Missouri
$391K -$86.2K -1,072 -18%
PCM
472
Parsons Capital Management
Rhode Island
$390K
PWA
473
Physician Wealth Advisors
Utah
$390K
SWG
474
Summit Wealth Group
Vermont
$389K +$389K +4,841 New
VCM
475
Virtue Capital Management
Tennessee
$387K +$15.2K +189 +4%