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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
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
351
Vista Investment Management
Pennsylvania
$987K +$63K +823 +7%
RJT
352
Raymond James Trust
Florida
$984K -$11.9K -156 -1%
SAM
353
Shell Asset Management
Netherlands
$970K -$246K -3,212 -20%
AAS
354
Ameritas Advisory Services
Nebraska
$952K +$501K +6,548 +111%
DI
355
DFPG Investments
Utah
$943K +$538K +6,643 +133%
C1AG
356
Client 1st Advisory Group
Florida
$938K +$13.2K +172 +1%
BFG
357
Berger Financial Group
Minnesota
$910K +$910K +11,884 New
PP
358
Prudential plc
United Kingdom
$906K +$543K +7,099 +150%
FFN
359
Focus Financial Network
Minnesota
$903K -$7.68K -99 -0.8%
CCFM
360
Clear Creek Financial Management
Washington
$902K +$902K +11,783 New
HG
361
Herbst Group
Connecticut
$899K +$54.7K +715 +6%
Nordea Investment Management
362
Nordea Investment Management
Sweden
$897K +$38.2K +500 +4%
RFM
363
Royal Fund Management
Florida
$894K +$32.5K +425 +4%
JWM
364
Jeppson Wealth Management
California
$894K +$33.6K +439 +4%
EAM
365
Erste Asset Management
Austria
$888K +$888K +11,537 New
CFG
366
Cooper Financial Group
California
$882K -$98K -1,280 -10%
EWA
367
EP Wealth Advisors
California
$879K -$127K -1,662 -13%
WA
368
Wambolt & Associates
Colorado
$874K -$5.05K -66 -0.6%
OPA
369
Old Port Advisors
Maine
$861K -$9.42K -123 -1%
Prudential Financial
370
Prudential Financial
New Jersey
$853K +$127K +1,658 +17%
HPM
371
Hudson Portfolio Management
New York
$842K – – –
AWM
372
Apollon Wealth Management
South Carolina
$841K +$8.5K +111 +1%
SC
373
Sawyer & Company
Massachusetts
$837K -$14.5K -189 -2%
PMA
374
Prudent Man Advisors
Illinois
$834K +$33.1K +433 +4%
LOIM
375
Liberty One Investment Management
Illinois
$828K -$36.7K -480 -4%
13 14
15
16 17