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W.P. Carey
WPC

Overview Fund Activity

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

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$60.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$37.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$30.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$29.4M

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
-$43.3M
2
PS
Presima Securities
Quebec, Canada
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
4
Goldman Sachs
Goldman Sachs
New York
-$8.92M
5
AAMU
APG Asset Management US
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
226
M&T Bank
New York
$2.05M +$8.63K +126 +0.4%
IAG
227
Investmark Advisory Group
Connecticut
$2M +$91.5K +1,338 +5%
BAM
228
Belpointe Asset Management
Nevada
$2M +$642K +9,385 +47%
HA
229
Herold Advisors
New York
$1.99M +$820 +12 +0%
US Bancorp
230
US Bancorp
Minnesota
$1.96M -$238K -3,473 -11%
MIAN
231
Mariner Independent Advisor Network
Kansas
$1.95M +$209K +3,063 +12%
EM
232
Excalibur Management
Massachusetts
$1.94M -$25.9K -379 -1%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$1.93M -$112K -1,634 -5%
VIA
234
Vident Investment Advisory
Georgia
$1.93M +$1.56M +23,405 +421%
TA
235
Tectonic Advisors
Texas
$1.92M +$392K +5,735 +26%
VI
236
Vestcor Inc
New Brunswick, Canada
$1.92M +$1.53M +22,315 +388%
TC
237
Truvestments Capital
Florida
$1.9M +$125K +1,835 +7%
SWA
238
Stratos Wealth Advisors
Ohio
$1.9M +$201K +2,948 +12%
GWM
239
Geneos Wealth Management
Colorado
$1.89M -$640K -9,361 -25%
MAM
240
Morse Asset Management
Connecticut
$1.88M +$10.5K +153 +0.6%
JCM
241
Jag Capital Management
Missouri
$1.87M -$191K -2,798 -9%
MC
242
Moors & Cabot
Massachusetts
$1.85M +$46.1K +675 +3%
WA
243
Wealthstar Advisors
Texas
$1.79M -$5.07K -74 -0.3%
CCM
244
Community Capital Management
Florida
$1.77M -$203K -2,961 -10%
Schroder Investment Management Group
245
Schroder Investment Management Group
United Kingdom
$1.77M -$422K -6,182 -19%
II
246
Inspire Investing
Idaho
$1.76M +$22.8K +333 +1%
ProShare Advisors
247
ProShare Advisors
Maryland
$1.76M +$34.2K +501 +2%
ABC
248
Associated Banc-Corp
Wisconsin
$1.73M – – –
WSTAM
249
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M +$125K +1,834 +8%
HCA
250
Horan Capital Advisors
Ohio
$1.71M +$45.4K +664 +3%
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