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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 %
AI
251
Atria Investments
North Carolina
$1.71M +$115K +1,688 +7%
SDIC
252
South Dakota Investment Council
South Dakota
$1.69M – – –
EH
253
Equitable Holdings
New York
$1.69M +$597K +8,728 +55%
Wealthfront Advisers
254
Wealthfront Advisers
California
$1.65M -$34.3K -501 -2%
PC
255
Prairiewood Capital
North Dakota
$1.65M +$207K +3,028 +14%
CIC
256
Chase Investment Counsel
Virginia
$1.64M -$1.29M -18,930 -44%
Holocene Advisors
257
Holocene Advisors
New York
$1.62M +$1.62M +23,762 New
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$67.1K +982 +4%
SPC
259
Sigma Planning Corp
Michigan
$1.59M +$723K +10,578 +83%
Jane Street
260
Jane Street
New York
$1.58M +$169K +2,476 +12%
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
$1.57M -$26.3K -384 -2%
Two Sigma Investments
262
Two Sigma Investments
New York
$1.54M +$1.54M +22,564 New
LNC
263
Lincoln National Corp
Pennsylvania
$1.54M +$1.11M +16,280 +264%
GAM
264
Griffin Asset Management
New York
$1.53M +$11.1K +163 +0.7%
MCM
265
Monument Capital Management
Virginia
$1.51M +$1.51M +22,119 New
D.E. Shaw & Co
266
D.E. Shaw & Co
New York
$1.51M +$1.3M +18,989 +615%
DBRC
267
D.B. Root & Company
Pennsylvania
$1.51M +$1.09M +15,889 +257%
UCFA
268
United Capital Financial Advisors
Texas
$1.5M +$117K +1,711 +8%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$1.5M +$1.5M +21,919 New
TCWM
270
Total Clarity Wealth Management
Illinois
$1.49M +$37.2K +544 +3%
Principal Financial Group
271
Principal Financial Group
Iowa
$1.48M -$207K -3,025 -12%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$1.47M – – –
VI
273
Versor Investments
New York
$1.46M +$1.46M +21,325 New
MCIA
274
Mountain Capital Investment Advisors
Colorado
$1.46M +$108K +1,556 +8%
RCM
275
RB Capital Management
Nevada
$1.46M +$94.5K +1,383 +7%
9 10
11
12 13