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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 %
GCM
476
Gallacher Capital Management
Colorado
$505K +$78.4K +1,033 +18%
MLICM
477
Metropolitan Life Insurance Company (MetLife)
New York
$503K +$4.1K +54 +0.8%
QT
478
Quantbot Technologies
New York
$502K -$1.52M -20,006 -75%
Fisher Asset Management
479
Fisher Asset Management
Washington
$501K +$30.6K +403 +6%
RFN
480
Redwood Financial Network
Ohio
$498K +$59.2K +780 +13%
AW
481
Avion Wealth
Texas
$497K +$458 +6 +0.1%
KFS
482
Kaizen Financial Strategies
California
$494K +$6.22K +82 +1%
RRA
483
Round Rock Advisors
Connecticut
$494K
PAMG
484
Patton Albertson Miller Group
Tennessee
$493K -$29.1K -383 -6%
Lazard Asset Management
485
Lazard Asset Management
New York
$492K +$23.2K +306 +5%
KOMWMG
486
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$491K +$6.14K +81 +1%
BCM
487
Brookstone Capital Management
Illinois
$488K +$81.1K +1,141 +20%
SAG
488
SageView Advisory Group
California
$483K +$64.5K +850 +15%
TPW
489
Transatlantique Private Wealth
New York
$481K +$13.5K +178 +3%
KCM
490
Kathmere Capital Management
Pennsylvania
$480K -$224K -2,951 -32%
AFG
491
Atomi Financial Group
New York
$477K +$477K +6,287 New
APG Asset Management
492
APG Asset Management
Netherlands
$475K -$836K -11,977 -64%
DCM
493
Dupont Capital Management
Delaware
$470K -$947K -12,480 -67%
MC
494
Matisse Capital
Oregon
$470K +$470K +6,190 New
GWMIA
495
Global Wealth Management Investment Advisory
Florida
$469K +$24.1K +318 +5%
IP
496
Ignite Planners
California
$469K +$17.5K +240 +4%
IAIM
497
International Assets Investment Management
Florida
$469K -$320K -4,212 -41%
BG
498
Benedetti & Gucer
Georgia
$467K -$99K -1,304 -17%
DMKJ
499
David M. Knott Jr
$465K
BSW
500
Buckingham Strategic Wealth
Missouri
$463K