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W.P. Carey
WPC

Overview Fund Activity

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

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
276
Principal Financial Group
Iowa
$1.54M -$117K -1,527 -7%
TPA
277
Trivium Point Advisory
Connecticut
$1.54M -$82.3K -1,042 -5%
Mackenzie Financial
278
Mackenzie Financial
Ontario, Canada
$1.53M -$225K -2,938 -13%
GI
279
GAMCO Investors
Connecticut
$1.53M – – –
SPC
280
Sigma Planning Corp
Michigan
$1.51M -$266K -3,480 -15%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$163K +2,135 +12%
BA
282
Bennicas & Associates
California
$1.5M – – –
BMA
283
Brooks Moore & Associates
Tennessee
$1.48M +$5.82K +76 +0.4%
Jane Street
284
Jane Street
New York
$1.46M -$308K -4,027 -17%
APG Asset Management
285
APG Asset Management
Netherlands
$1.44M +$925K +12,079 +180%
DCM
286
Dupont Capital Management
Delaware
$1.43M +$384K +5,023 +37%
EH
287
Equitable Holdings
New York
$1.42M -$463K -6,048 -25%
Two Sigma Investments
288
Two Sigma Investments
New York
$1.42M -$307K -4,005 -18%
SFS
289
Sowell Financial Services
Arkansas
$1.41M +$1.41M +18,117 New
AAP
290
Arax Advisory Partners
Colorado
$1.38M +$82.9K +1,083 +6%
MFG
291
Merit Financial Group
Georgia
$1.38M +$153 +2 +0%
AOWM
292
Alpha Omega Wealth Management
Virginia
$1.37M -$12.5K -163 -0.9%
MCCP
293
Mission Creek Capital Partners
California
$1.37M +$27.8K +363 +2%
IWC
294
Integrated Wealth Concepts
Massachusetts
$1.35M -$73.7K -963 -5%
BCIM
295
British Columbia Investment Management
British Columbia, Canada
$1.33M -$159K -2,073 -11%
ATC
296
Argent Trust Co
Tennessee
$1.32M +$136K +1,779 +11%
HIA
297
Harbor Investment Advisory
Maryland
$1.31M +$217K +2,834 +20%
FFA
298
Founders Financial Alliance
North Carolina
$1.3M +$23.3K +305 +2%
RPSA
299
Richard P. Slaughter Associates
Texas
$1.28M +$54K +706 +4%
PAM
300
Panagora Asset Management
Massachusetts
$1.27M -$13.3K -174 -1%
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