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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 %
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$854K +$147K +2,157 +21%
IWM
352
IHT Wealth Management
Illinois
$846K +$289K +4,231 +52%
MA
353
MKT Advisors
California
$845K -$889 -13 -0.1%
DMKJ
354
David M. Knott Jr
$838K – – –
LMIM
355
Lockheed Martin Investment Management
Maryland
$835K -$132K -1,940 -14%
C1AG
356
Client 1st Advisory Group
Florida
$826K – – –
VIM
357
Vista Investment Management
Pennsylvania
$825K +$1.98K +29 +0.2%
IA
358
IFP Advisors
Florida
$822K +$176K +3,063 +27%
OPA
359
Old Port Advisors
Maine
$819K -$2.52K -35 -0.3%
APA
360
American Portfolios Advisors
New York
$815K +$106K +1,553 +15%
FFN
361
Focus Financial Network
Minnesota
$814K +$14.2K +205 +2%
PFO
362
Pathstone Family Office
New Jersey
$809K +$621K +8,888 +330%
SG Americas Securities
363
SG Americas Securities
New York
$800K -$517K -7,556 -39%
WA
364
Wambolt & Associates
Colorado
$785K -$4.31K -63 -0.5%
Marshall Wace
365
Marshall Wace
United Kingdom
$782K +$782K +11,435 New
MCC
366
Money Concepts Capital
Florida
$780K +$780K +11,415 New
LOIM
367
Liberty One Investment Management
Illinois
$772K +$772K +11,291 New
KCM
368
Kathmere Capital Management
Pennsylvania
$771K +$384K +5,617 +99%
RFM
369
Royal Fund Management
Florida
$769K +$128K +1,873 +20%
JWM
370
Jeppson Wealth Management
California
$768K -$3.49K -51 -0.5%
Nordea Investment Management
371
Nordea Investment Management
Sweden
$766K +$31.3K +459 +4%
SC
372
Sawyer & Company
Massachusetts
$760K – – –
HG
373
Herbst Group
Connecticut
$754K +$28K +409 +4%
Verition Fund Management
374
Verition Fund Management
Connecticut
$754K +$754K +11,025 New
HPM
375
Hudson Portfolio Management
New York
$752K -$2.87K -42 -0.4%
13 14
15
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