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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
526
Boothbay Fund Management
New York
$395K +$395K +5,164 New
RCM
527
Raleigh Capital Management
North Carolina
$395K +$5.67K +74 +1%
BCM
528
BTC Capital Management
Iowa
$394K +$30.3K +396 +8%
IF
529
Intrua Financial
Texas
$391K -$38.5K -477 -9%
SWG
530
Summit Wealth Group
Vermont
$387K
MSFS
531
Main Street Financial Solutions
Pennsylvania
$383K +$11K +144 +3%
CD
532
Chapin Davis
Maryland
$381K +$381K +4,974 New
HI
533
Harbour Investments
Wisconsin
$379K +$164K +2,145 +76%
GC
534
Gilbert & Cook
Iowa
$377K +$6.35K +83 +2%
PCIA
535
Prime Capital Investment Advisors
Kansas
$376K +$57K +745 +18%
XT
536
XTX Topco
Cayman Islands
$375K +$375K +4,901 New
SSG
537
Summit Securities Group
New York
$375K +$15.6K +204 +4%
BC
538
Bridgefront Capital
Texas
$375K +$20.1K +263 +6%
DI
539
Diligent Investors
California
$373K +$842 +11 +0.2%
CFGS
540
Concourse Financial Group Securities
Alabama
$373K +$8.61K +111 +2%
JIC
541
Joel Isaacson & Co
New York
$370K +$3.9K +51 +1%
MM
542
MQS Management
New York
$368K -$669K -8,734 -65%
VI
543
Versor Investments
New York
$366K -$1.27M -16,540 -78%
CCIA
544
Campbell & Co Investment Adviser
Maryland
$366K -$329K -4,292 -47%
IA
545
Inspire Advisors
Idaho
$363K -$1.3K -17 -0.4%
CPO
546
Cerity Partners OCIO
New York
$362K +$1.92K +25 +0.5%
KIG
547
Kowal Investment Group
Wisconsin
$357K +$26.3K +344 +8%
3F
548
360 Financial
Minnesota
$355K
KMWM
549
Keudell/Morrison Wealth Management
Oregon
$354K -$12.6K -165 -3%
DAC
550
Dividend Assets Capital
South Carolina
$352K