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W.P. Carey

792 hedge funds and large institutions have $9.34B invested in W.P. Carey in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 379 increasing their positions, 205 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
-13
Holders Change %
-1.61%
% of All Funds
13.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
82
Increased
379
Reduced
205
Closed
86
Calls
$73.5M
Puts
$39.9M
Net Calls
+$33.5M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
651
Hanson & Doremus Investment Management
Vermont
$133K -$25.8K -377 -16%
NFSG
652
Newbridge Financial Services Group
Florida
$128K +$94.1K +1,373 +278%
SC
653
SouthState Corp
Florida
$126K -$5.74K -84 -4%
LCM
654
Logan Capital Management
Pennsylvania
$126K +$14K +204 +12%
KFS
655
Kelly Financial Services
Massachusetts
$125K
O
656
Ossiam
France
$116K +$116K +1,693 New
FF
657
FourThought Financial
Florida
$115K
UFF
658
USA Financial Formulas
Michigan
$114K +$114K +1,663 New
SIS
659
Sound Income Strategies
Florida
$113K -$890 -13 -0.8%
HNB
660
Huntington National Bank
Ohio
$106K
PA
661
PSI Advisors
Florida
$105K
BBHC
662
Brown Brothers Harriman & Co
New York
$105K +$21.8K +318 +26%
FMP
663
Financial Management Professionals
Texas
$104K
TWM
664
Tradition Wealth Management
Minnesota
$103K
MA
665
MCF Advisors
Kentucky
$101K +$38K +548 +60%
IFAM
666
Institutional & Family Asset Management
Colorado
$92K
MWC
667
MBM Wealth Consultants
Missouri
$88K +$22.5K +319 +34%
KFI
668
Key Financial Inc
Pennsylvania
$86K
HGERS
669
Householder Group Estate & Retirement Specialist
Arizona
$86K +$86K +1,271 New
TSWM
670
Tyler-Stone Wealth Management
Ohio
$84K
TWA
671
TCI Wealth Advisors
Arizona
$80K +$19.9K +291 +33%
BONH
672
Bank of New Hampshire
New Hampshire
$80K +$20.9K +306 +35%
NICM
673
Neo Ivy Capital Management
New York
$80K +$80K +1,168 New
RA
674
Rise Advisors
New York
$78K
JWM
675
Janiczek Wealth Management
Colorado
$78K +$42.3K +611 +118%