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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 %
HFA
876
High Falls Advisors
New York
-$265K -3,877 Closed
OSAM
877
O'Shaughnessy Asset Management
Connecticut
-$263K -3,841 Closed
CAC
878
Certified Advisory Corp
Florida
-$242K -3,537 Closed
SC
879
Savant Capital
Illinois
-$232K -3,397 Closed
PIA
880
Pinion Investment Advisors
Kansas
-$223K -3,256 Closed
WC
881
Woodstock Corp
Massachusetts
-$222K -3,243 Closed
OFS
882
OneAscent Financial Services
Alabama
-$222K -3,204 Closed
GLA
883
Good Life Advisors
Pennsylvania
-$216K -3,157 Closed
CA
884
Crumly & Associates
Illinois
-$215K -3,144 Closed
PP
885
Paloma Partners
Connecticut
-$211K -3,092 Closed
AWM
886
Affinity Wealth Management
Delaware
-$204K -2,982 Closed
EIP
887
Ellis Investment Partners
Pennsylvania
-$173K -2,535 Closed
FGAM
888
Financial Gravity Asset Management
Texas
-$2.1K -1,286 Closed
NICM
889
Neo Ivy Capital Management
New York
-$80K -1,168 Closed
MAM
890
Meeder Asset Management
Ohio
-$73K -1,066 Closed
EC
891
EdgeRock Capital
Colorado
-$59K -867 Closed
CWM
892
Castle Wealth Management
Florida
-$57K -817 Closed
MCM
893
McMillion Capital Management
North Carolina
-$46K -667 Closed
TCOV
894
Trust Company of Vermont
Vermont
-$42K -613 Closed
MA
895
MUFG Americas
New York
-$35K -511 Closed
HI
896
Hudock Inc
Pennsylvania
-$20K -306 Closed
AA
897
AlphaMark Advisors
Kentucky
-$20K -286 Closed
PWS
898
Paragon Wealth Strategies
Florida
-$14K -209 Closed
SPWG
899
Sage Private Wealth Group
Illinois
-$13K -197 Closed
AIM
900
Anchor Investment Management
South Carolina
-$6.49K -95 Closed