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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 %
AWM
376
Apollon Wealth Management
South Carolina
$744K +$22.4K +327 +3%
Group One Trading
377
Group One Trading
Illinois
$737K -$475K -6,942 -39%
FNBOMD
378
First National Bank of Mount Dora
Florida
$726K – – –
VAS
379
Vestmark Advisory Solutions
Massachusetts
$724K -$15.2K -222 -2%
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$722K – – –
TFS
381
Thoroughbred Financial Services
Tennessee
$722K +$60.6K +887 +9%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$717K +$188K +2,757 +36%
PMA
383
Prudent Man Advisors
Illinois
$716K +$81.5K +1,191 +13%
FCCM
384
First City Capital Management
Georgia
$706K -$21K -307 -3%
EIA
385
Eldridge Investment Advisors
New Hampshire
$705K – – –
PA
386
PFG Advisors
Arizona
$703K +$6.5K +95 +0.9%
First Manhattan
387
First Manhattan
New York
$698K – – –
PFP
388
Pinnacle Financial Partners
Tennessee
$688K -$101K -1,480 -13%
IWP
389
Insight Wealth Partners
Texas
$686K – – –
IWP
390
IAG Wealth Partners
Wisconsin
$685K +$446K +6,527 +187%
ACMA
391
Arbor Capital Management (Alaska)
Alaska
$678K +$2.59K +36 +0.4%
CIAS
392
Capital Investment Advisory Services
North Carolina
$677K -$24.8K -362 -4%
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$675K -$7.52K -110 -1%
GA
394
GraniteShares Advisors
New York
$674K -$8K -117 -1%
FNT
395
First National Trust
Pennsylvania
$672K -$4.72K -69 -0.7%
TRCT
396
Tower Research Capital (TRC)
New York
$668K +$296K +4,322 +79%
AWA
397
Arkadios Wealth Advisors
Georgia
$667K +$667K +9,761 New
TSS
398
Two Sigma Securities
New York
$654K +$371K +5,431 +131%
YCM
399
Yousif Capital Management
Michigan
$647K -$42.5K -622 -6%
CAM
400
Columbia Asset Management
Michigan
$646K -$15K -220 -2%
14 15
16
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