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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 %
SI
326
Stephens Inc
Arkansas
$997K +$1.09K +16 +0.1%
VF
327
Virtu Financial
New York
$994K +$461K +6,742 +86%
CRC
328
Curi RMB Capital
Illinois
$989K – – –
SPIA
329
Steward Partners Investment Advisory
New York
$982K -$11.6K -170 -1%
MWM
330
Madison Wealth Management
Ohio
$977K – – –
HIA
331
Harbor Investment Advisory
Maryland
$974K +$98.1K +1,435 +11%
DADC
332
D.A. Davidson & Co
Montana
$951K +$93.5K +1,367 +11%
Bank of Nova Scotia
333
Bank of Nova Scotia
Ontario, Canada
$942K -$67.5K -988 -7%
NWM
334
NEIRG Wealth Management
Massachusetts
$934K +$41.5K +607 +5%
DCM
335
Dupont Capital Management
Delaware
$934K +$245K +3,575 +35%
AWM
336
Axxcess Wealth Management
California
$933K +$335K +4,891 +56%
MM
337
MQS Management
New York
$926K +$926K +13,541 New
Fiera Capital (Canada)
338
Fiera Capital (Canada)
Quebec, Canada
$922K -$136K -1,991 -13%
AC
339
Allstate Corporation
Illinois
$910K – – –
EWA
340
EP Wealth Advisors
California
$899K -$153K -2,236 -15%
RJT
341
Raymond James Trust
Florida
$890K -$24.9K -364 -3%
GA
342
GoalVest Advisory
New York
$889K +$280K +4,098 +46%
DILIC
343
Dai-ichi Life Insurance Company
Japan
$887K – – –
Impax Asset Management Group
344
Impax Asset Management Group
United Kingdom
$887K +$34.9K +510 +4%
Natixis Advisors
345
Natixis Advisors
Massachusetts
$886K +$36.2K +530 +4%
CFG
346
Cooper Financial Group
California
$875K +$52.1K +763 +6%
HKAM
347
Horizon Kinetics Asset Management
New York
$872K -$1.71K -25 -0.2%
CG
348
Colony Group
Massachusetts
$864K -$399K -5,839 -32%
GRP
349
Global Retirement Partners
California
$863K +$472K +6,309 +121%
JWCA
350
J.W. Cole Advisors
Florida
$855K +$6.36K +93 +0.7%
12 13
14
15 16