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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 %
SAM
676
SignalPoint Asset Management
Missouri
$202K +$202K +2,635 New
TC
677
Touchstone Capital
Pennsylvania
$202K +$202K +2,638 New
TNBTD
678
Trustmark National Bank Trust Department
Mississippi
$200K -$87.6K -1,145 -30%
AWM
679
AllSquare Wealth Management
New York
$180K
BSB
680
Bangor Savings Bank
Maine
$179K
BEI
681
Benjamin Edwards Inc
Missouri
$179K +$15.9K +208 +10%
EI
682
Ellevest Inc
New York
$178K +$19.9K +260 +13%
USCWA
683
U.S. Capital Wealth Advisors
Texas
$177K +$177K +2,315 New
SSB
684
Sandy Spring Bank
Maryland
$175K -$5.89K -77 -3%
AWM
685
Accel Wealth Management
Iowa
$173K
BWM
686
Baystate Wealth Management
Massachusetts
$170K +$116K +1,522 +216%
BAMF
687
BI Asset Management Fondsmaeglerselskab
Denmark
$169K +$169K +2,207 New
AIG
688
American International Group
New York
$166K +$9.03K +118 +6%
POIA
689
Pin Oak Investment Advisors
Texas
$164K
FWM
690
Focused Wealth Management
New York
$162K +$1.38K +18 +0.9%
LC
691
Lindbrook Capital
California
$161K -$3.68K -48 -2%
SIC
692
Salem Investment Counselors
North Carolina
$153K -$776 -10 -0.5%
SC
693
SouthState Corp
Florida
$151K +$9.42K +123 +7%
HS
694
Horan Securities
United States
$148K -$2.45K -32 -2%
SIS
695
Sound Income Strategies
Florida
$145K +$18.5K +242 +15%
NSIM
696
North Star Investment Management
Illinois
$144K -$22.3K -291 -13%
MWC
697
MBM Wealth Consultants
Missouri
$140K +$43.1K +553 +44%
PA
698
Parallel Advisors
California
$140K -$67K -875 -32%
KFS
699
Kelly Financial Services
Massachusetts
$139K
TWM
700
Tradition Wealth Management
Minnesota
$131K +$15.6K +204 +14%