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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 %
APW
476
Austin Private Wealth
Texas
$379K
CPO
477
Cerity Partners OCIO
New York
$379K +$30.4K +378 +9%
KA
478
Kercheville Advisors
Texas
$373K
ACM
479
Avalon Capital Management
California
$372K +$4.58K +57 +1%
PSUF
480
People's United Financial
Connecticut
$370K -$451K -5,615 -55%
DAC
481
Dividend Assets Capital
South Carolina
$369K
BCM
482
BTC Capital Management
Iowa
$368K +$95.3K +1,186 +35%
PCM
483
Penserra Capital Management
California
$367K +$200K +2,492 +120%
FC
484
FCA Corp
Texas
$367K +$367K +4,564 New
ACI
485
Alpha Cubed Investments
California
$365K +$4.1K +51 +1%
D.E. Shaw & Co
486
D.E. Shaw & Co
New York
$365K +$365K +4,538 New
Fifth Third Bancorp
487
Fifth Third Bancorp
Ohio
$364K
PA
488
Procyon Advisors
Connecticut
$363K -$37K -460 -9%
GC
489
Gilbert & Cook
Iowa
$354K +$13.5K +168 +4%
NB
490
Norinchukin Bank
Japan
$354K +$29.2K +364 +9%
JIC
491
Joel Isaacson & Co
New York
$352K
RPCONE
492
Retirement Planning Company of New England
Rhode Island
$352K +$352K +4,382 New
OIA
493
OneDigital Investment Advisors
Kansas
$348K -$148K -1,845 -30%
VBFG
494
Vishria Bird Financial Group
Tennessee
$348K
AWA
495
Arkadios Wealth Advisors
Georgia
$348K +$51.1K +636 +17%
IF
496
Intrua Financial
Texas
$347K -$22.5K -280 -6%
OTPPB
497
Ontario Teachers' Pension Plan Board
Ontario, Canada
$347K -$7.24K -90 -2%
GAM
498
Garrison Asset Management
Arkansas
$347K +$161 +2 +0%
DWM
499
Doyle Wealth Management
Florida
$346K +$80 +1 +0%
PCA
500
Personal Capital Advisors
California
$346K +$2.57K +32 +0.7%