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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 %
AAP
301
Arax Advisory Partners
Colorado
$1.16M +$48.8K +714 +4%
FPW
302
Flagship Private Wealth
Massachusetts
$1.15M +$122K +1,778 +12%
PAM
303
Panagora Asset Management
Massachusetts
$1.15M -$7.38K -108 -0.6%
ASN
304
Advisory Services Network
Georgia
$1.15M +$411K +6,009 +56%
CF
305
Centaurus Financial
California
$1.14M -$97.9K -1,433 -8%
FFA
306
Founders Financial Alliance
North Carolina
$1.14M +$810K +11,848 +246%
RPSA
307
Richard P. Slaughter Associates
Texas
$1.1M -$61.2K -895 -5%
IIM
308
INTECH Investment Management
Florida
$1.1M +$410 +6 +0%
APW
309
Aurora Private Wealth
New Jersey
$1.09M +$118K +1,733 +12%
WBC
310
Westpac Banking Corp
Australia
$1.09M – – –
SAM
311
Shell Asset Management
Netherlands
$1.09M -$323K -4,718 -23%
TYCC
312
Texas Yale Capital Corp
Florida
$1.09M +$8.27K +121 +0.8%
APF
313
Alaska Permanent Fund
Alaska
$1.08M +$142K +2,071 +15%
CWM
314
Cornerstone Wealth Management
Missouri
$1.07M +$81.6K +1,194 +8%
Bessemer Group
315
Bessemer Group
New Jersey
$1.06M -$2.89M -42,246 -73%
HAS
316
HBW Advisory Services
California
$1.06M +$41.5K +607 +4%
GT
317
Glenmede Trust
Pennsylvania
$1.06M +$491K +7,190 +86%
AWA
318
Arete Wealth Advisors
Illinois
$1.06M +$770K +11,259 +264%
LHC
319
Little House Capital
Massachusetts
$1.06M +$86.9K +1,271 +9%
ATC
320
Argent Trust Co
Tennessee
$1.06M +$252K +3,693 +31%
Public Sector Pension Investment Board (PSP Investments)
321
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M +$1.04M +15,213 New
BIAS
322
Beacon Investment Advisory Services
New Jersey
$1.04M -$2.19K -32 -0.2%
CWM
323
C2C Wealth Management
Arizona
$1.03M +$7.35K +102 +0.7%
EMPI
324
Elo Mutual Pension Insurance
Finland
$1.01M -$37.7K -551 -4%
SWP
325
Stratos Wealth Partners
Ohio
$998K +$333K +4,872 +50%
11 12
13
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