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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
451
OneDigital Investment Advisors
Kansas
$467K +$119K +1,461 +34%
VI
452
Vestcor Inc
New Brunswick, Canada
$466K +$222K +2,738 +91%
TPW
453
Transatlantique Private Wealth
New York
$465K +$465K +5,725 New
HHRDM
454
H&H Retirement Design & Management
Nevada
$464K +$10.3K +120 +2%
KCM
455
Kathmere Capital Management
Pennsylvania
$460K +$568 +7 +0.1%
VFA
456
Valeo Financial Advisors
Indiana
$460K +$3.09K +38 +0.7%
BFM
457
Boston Financial Management
Massachusetts
$456K -$105K -1,296 -19%
AAS
458
Ameritas Advisory Services
Nebraska
$456K +$91.7K +1,131 +25%
SF
459
Symphony Financial
Texas
$454K -$11.4K -139 -2%
SW
460
SVB Wealth
Massachusetts
$453K +$26.9K +332 +6%
CG
461
Cutler Group
California
$453K +$453K +5,588 New
VIA
462
Vident Investment Advisory
Georgia
$450K -$65.1K -804 -13%
Lido Advisors
463
Lido Advisors
California
$447K +$78.4K +968 +21%
WFS
464
Widmann Financial Services
Maryland
$445K +$24.8K +306 +6%
FIM
465
Freedom Investment Management
Connecticut
$444K +$444K +5,469 New
M1FG
466
Mach-1 Financial Group
Arkansas
$443K
VVP
467
Venture Visionary Partners
Ohio
$443K
CIA
468
Capital Investment Advisors
Georgia
$442K +$2.11K +26 +0.5%
TRCT
469
Tower Research Capital (TRC)
New York
$442K +$71.4K +880 +19%
PCM
470
Penserra Capital Management
California
$438K -$21.7K -269 -5%
SFG
471
Sovereign Financial Group
Connecticut
$438K -$2.68K -33 -0.6%
Fifth Third Bancorp
472
Fifth Third Bancorp
Ohio
$438K +$50.5K +622 +13%
NB
473
Norinchukin Bank
Japan
$433K +$39K +480 +10%
OC
474
Oppenheimer & Co
New York
$432K -$236K -2,903 -35%
FRM
475
Fox Run Management
Connecticut
$431K +$431K +5,314 New