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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 %
APW
276
Austin Private Wealth
Texas
$1.45M +$1.14M +16,710 +370%
IAA
277
Independent Advisor Alliance
North Carolina
$1.45M +$135K +1,981 +10%
TPA
278
Trivium Point Advisory
Connecticut
$1.45M +$1.23M +17,444 +559%
RA
279
RFG Advisory
Alabama
$1.43M -$685K -8,995 -32%
FCA
280
FLC Capital Advisors
California
$1.41M – – –
AIL
281
AGF Investments LLC
Ontario, Canada
$1.37M +$577K +8,442 +73%
GI
282
GAMCO Investors
Connecticut
$1.37M – – –
KBC Group
283
KBC Group
Belgium
$1.37M +$840K +12,277 +159%
Wolverine Trading
284
Wolverine Trading
Illinois
$1.35M +$699K +10,376 +107%
BA
285
Bennicas & Associates
California
$1.34M -$3.49K -51 -0.3%
WWM
286
Western Wealth Management
Colorado
$1.34M +$690K +10,110 +107%
CT
287
Colonial Trust
South Carolina
$1.33M +$1.33M +19,424 New
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$1.33M -$216K -3,162 -14%
AB
289
Amalgamated Bank
New York
$1.32M -$246K -3,593 -16%
BMA
290
Brooks Moore & Associates
Tennessee
$1.32M -$13.9K -204 -1%
VPIM
291
Vanguard Personalized Indexing Management
California
$1.28M +$107K +1,566 +9%
IWC
292
Integrated Wealth Concepts
Massachusetts
$1.27M +$442K +6,467 +53%
BCI
293
Brinker Capital Investments
Pennsylvania
$1.26M -$30.1K -441 -2%
OPPTF
294
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.26M -$6.85K -98 -0.5%
AOWM
295
Alpha Omega Wealth Management
Virginia
$1.24M +$16.5K +242 +1%
MFG
296
Merit Financial Group
Georgia
$1.23M +$137 +2 +0%
WSC
297
Wellington Shields & Co
New York
$1.23M +$13.1K +192 +1%
RIM
298
Redpoint Investment Management
Australia
$1.22M -$49.2K -720 -4%
MCCP
299
Mission Creek Capital Partners
California
$1.2M +$19.5K +286 +2%
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$215K +3,138 +22%
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