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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 %
JCM
501
Jacobi Capital Management
Pennsylvania
$463K -$10.8K -142 -2%
TNA
502
True North Advisors
Texas
$460K +$460K +6,064 New
SIC
503
Samalin Investment Counsel
New York
$459K +$136K +1,791 +42%
MCM
504
MAI Capital Management
Ohio
$453K -$120K -1,587 -21%
NGA
505
Naples Global Advisors
Florida
$451K +$13.8K +179 +3%
CAM
506
Carret Asset Management
New York
$451K
ONB
507
Old National Bancorp
Indiana
$448K -$147K -1,942 -25%
WFS
508
Widmann Financial Services
Maryland
$443K +$25.9K +341 +6%
AIMCA
509
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$441K +$441K +5,820 New
ASFA
510
All Season Financial Advisors
Colorado
$438K -$256K -3,375 -37%
JWM
511
Jackson Wealth Management
Florida
$436K +$436K +5,751 New
TFA
512
Teamwork Financial Advisors
Texas
$430K -$65.5K -863 -13%
NERM
513
New England Research & Management
Illinois
$429K -$31K -409 -7%
DDC
514
DF Dent & Co
Maryland
$429K -$56.6K -746 -12%
Walleye Trading
515
Walleye Trading
New York
$424K +$424K +5,593 New
LMKC
516
L.M. Kohn & Company
Ohio
$423K
NW
517
NewEdge Wealth
Pennsylvania
$423K +$4.4K +58 +1%
YIH
518
Y-Intercept (HK)
Hong Kong
$419K +$419K +5,530 New
KWM
519
Kingsview Wealth Management
Oregon
$417K +$133K +1,748 +47%
VFA
520
Valeo Financial Advisors
Indiana
$417K
WDC
521
Woodward Diversified Capital
California
$415K -$1.82K -24 -0.4%
FHC
522
First Heartland Consultants
Missouri
$411K -$64.1K -845 -13%
CG
523
Colony Group
Massachusetts
$410K +$1.82K +24 +0.4%
Lido Advisors
524
Lido Advisors
California
$410K +$12.8K +169 +3%
FHA
525
Flagship Harbor Advisors
Massachusetts
$405K -$11.1K -146 -3%