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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 %
WS
551
Wedbush Securities
California
$351K +$688 +9 +0.2%
TWM
552
Thrive Wealth Management
Pennsylvania
$349K +$37.7K +493 +12%
ACI
553
Alpha Cubed Investments
California
$348K
BCM
554
Beck Capital Management
Texas
$347K +$3.44K +45 +1%
WP
555
WealthSpring Partners
California
$341K -$184K -2,401 -35%
RPCONE
556
Retirement Planning Company of New England
Rhode Island
$338K +$842 +11 +0.2%
BAM
557
BOS Asset Management
Illinois
$338K +$338K +4,416 New
PCM
558
Parsons Capital Management
Rhode Island
$336K -$31.3K -409 -9%
MIM
559
MetLife Investment Management
New Jersey
$333K +$25.7K +336 +8%
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$332K -$61.6K -805 -16%
GAM
561
Garrison Asset Management
Arkansas
$331K +$230 +3 +0.1%
VBFG
562
Vishria Bird Financial Group
Tennessee
$331K
MGIA
563
Moneta Group Investment Advisors
Missouri
$331K -$46.7K -558 -12%
VHAM
564
Van Hulzen Asset Management
California
$329K
Simplex Trading
565
Simplex Trading
Illinois
$326K +$326K +4,260 New
SIC
566
Samalin Investment Counsel
New York
$326K +$326K +4,253 New
BMSSC
567
B. Metzler seel. Sohn & Co
Germany
$325K
PAS
568
Park Avenue Securities
New York
$324K -$16.1K -211 -5%
ACA
569
Aptus Capital Advisors
Alabama
$323K +$20.2K +264 +7%
SLWA
570
San Luis Wealth Advisors
California
$319K
AA
571
Ancora Advisors
Ohio
$319K +$3.44K +45 +1%
CAS
572
Coppell Advisory Solutions
Texas
$317K +$317K +4,140 New
CASC
573
Coppell Advisory Solutions Corp
Texas
$317K +$317K +4,140 New
CCM
574
CTC Capital Management
Illinois
$313K +$313K +4,084 New
MPW
575
Monterey Private Wealth
California
$311K +$8.88K +116 +3%