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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 %
SWA
776
Sutton Wealth Advisors
Florida
$30.8K +$24.2K +316 +367%
VCM
777
Versant Capital Management
Arizona
$29.6K
RFS
778
Retirement Financial Solutions
Tennessee
$28.2K +$28.2K +369 New
CG
779
Cutler Group
California
$27K -$27.5K -371 -50%
SFA
780
Semmax Financial Advisors
North Carolina
$27K
Jones Financial Companies
781
Jones Financial Companies
Missouri
$25K +$25K +333 New
OWA
782
One Wealth Advisors
California
$24.9K +$24.9K +326 New
TF
783
TimeScale Financial
Massachusetts
$24.1K
HFM
784
Harvest Fund Management
China
$24K
CA
785
Clearstead Advisors
Ohio
$23.4K -$7.97K -104 -25%
BCM
786
Blume Capital Management
California
$20.9K
BWM
787
BerganKDV Wealth Management
Minnesota
$20.3K -$768 -10 -4%
CT
788
Cambridge Trust
Massachusetts
$20K
VF
789
VitalStone Financial
Texas
$20K +$20K +264 New
SOW
790
State of Wyoming
Wyoming
$19.5K -$306 -4 -2%
JFA
791
JNBA Financial Advisors
Minnesota
$19.5K
AWM
792
Ameliora Wealth Management
Switzerland
$18K
RFG
793
RFP Financial Group
Georgia
$17.7K +$17.7K +232 New
HWMA
794
Heritage Wealth Management (Arizona)
Arizona
$17.7K +$10.7K +140 +154%
RG
795
Retirement Group
California
$16K
TSW
796
Thompson Siegel & Walmsley
Virginia
$16K
ST
797
Smithfield Trust
Pennsylvania
$16K
C
798
Covestor
United Kingdom
$16K
HB
799
Horizon Bancorp
Indiana
$16K +$16K +204 New
GAG
800
Goodman Advisory Group
Massachusetts
$16K +$16K +204 New