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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 %
HDIM
701
Hanson & Doremus Investment Management
Vermont
$130K -$18.2K -238 -12%
O
702
Ossiam
France
$130K
CTC
703
Central Trust Company
Missouri
$125K +$47.6K +622 +62%
MWM
704
MinichMacGregor Wealth Management
New York
$119K +$119K +1,558 New
HNB
705
Huntington National Bank
Ohio
$119K
FMP
706
Financial Management Professionals
Texas
$116K
MA
707
MCF Advisors
Kentucky
$113K +$309 +4 +0.3%
AA
708
Addison Advisors
Vermont
$110K -$78.4K -1,024 -42%
IFAM
709
Institutional & Family Asset Management
Colorado
$103K
WI
710
WJ Interests
Texas
$103K +$103K +1,344 New
PA
711
PSI Advisors
Florida
$102K -$15.6K -204 -13%
RA
712
Rise Advisors
New York
$102K +$14.5K +189 +17%
LCM
713
Logan Capital Management
Pennsylvania
$102K -$39.1K -511 -28%
RWPA
714
Richard W. Paul & Associates
Michigan
$98.6K +$98.6K +1,289 New
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$96.8K +$96.8K +1,264 New
T
716
TOBAM
France
$96K +$33.8K +440 +54%
HGERS
717
Householder Group Estate & Retirement Specialist
Arizona
$94K -$2.98K -39 -3%
TSWM
718
Tyler-Stone Wealth Management
Ohio
$94K
AWM
719
Avondale Wealth Management
Texas
$92.9K +$54.7K +715 +143%
BONH
720
Bank of New Hampshire
New Hampshire
$89K
BBHC
721
Brown Brothers Harriman & Co
New York
$88K -$29.1K -380 -25%
CA
722
CoreCap Advisors
Michigan
$87.6K +$87.6K +1,145 New
AWM
723
Avior Wealth Management
Nebraska
$87.3K +$10.6K +139 +14%
WT
724
Whittier Trust
California
$86K
KFI
725
Key Financial Inc
Pennsylvania
$85.6K