WPC icon

W.P. Carey

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SPWG
451
Syntegra Private Wealth Group
Missouri
$548K -$99.7K -1,315 -15%
RMC
452
Resources Management Corp
Connecticut
$546K +$545K +18,154 +90,770%
CWP
453
Concord Wealth Partners
Virginia
$546K -$116K -1,535 -18%
SF
454
Symphony Financial
Texas
$543K +$1.36K +18 +0.3%
MS
455
Madden Securities
Texas
$542K -$7.74K -102 -1%
PTC
456
Philadelphia Trust Company
Pennsylvania
$542K
ACG
457
Allen Capital Group
Nebraska
$542K +$542K +7,145 New
CAG
458
Crestwood Advisors Group
Massachusetts
$541K -$38.7K -510 -7%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$539K -$62K -818 -10%
NF
460
Nvest Financial
New Hampshire
$537K +$537K +7,082 New
AIM
461
Achmea Investment Management
Netherlands
$533K
GWSG
462
GPS Wealth Strategies Group
Colorado
$532K +$532K +7,016 New
CCM
463
Cullen Capital Management
New York
$528K
CIA
464
Capital Investment Advisors
Georgia
$524K +$74.9K +987 +17%
VCM
465
Virtue Capital Management
Tennessee
$524K +$11.7K +166 +2%
HCM
466
Highlander Capital Management
New Jersey
$521K
Tudor Investment Corp
467
Tudor Investment Corp
Connecticut
$521K +$521K +6,866 New
SFG
468
Sovereign Financial Group
Connecticut
$519K
LA
469
LexAurum Advisors
Kansas
$519K -$228 -3 -0%
BC
470
Bridgefront Capital
Texas
$517K +$146K +1,919 +39%
CSS
471
Cubist Systematic Strategies
Connecticut
$516K -$36.9K -486 -7%
EI
472
Ethic Inc
New York
$516K -$58.7K -774 -10%
MCP
473
Mirador Capital Partners
California
$514K -$20.9K -275 -4%
PA
474
Procyon Advisors
Connecticut
$513K -$7.66K -101 -1%
ACM
475
AlphaStar Capital Management
North Carolina
$512K +$226K +2,960 +79%