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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 %
Prudential Financial
401
Prudential Financial
New Jersey
$639K +$943 +14 +0.1%
Cerity Partners
402
Cerity Partners
New York
$628K +$89.5K +1,309 +17%
CCIA
403
Campbell & Co Investment Adviser
Maryland
$620K +$287K +4,202 +86%
GIA
404
Guyasuta Investment Advisors
Pennsylvania
$618K – – –
PAMG
405
Patton Albertson Miller Group
Tennessee
$616K -$30.4K -445 -5%
ASFA
406
All Season Financial Advisors
Colorado
$613K +$22.3K +327 +4%
PWM
407
Perigon Wealth Management
California
$605K +$605K +8,844 New
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$600K – – –
KA
409
Kovack Advisors
Florida
$600K +$33.7K +492 +6%
AWM
410
Adams Wealth Management
Utah
$597K -$47.5K -694 -7%
CWP
411
Concord Wealth Partners
Virginia
$597K – – –
LWAC
412
Laurel Wealth Advisors (California)
California
$593K +$1.37K +20 +0.2%
LMKC
413
L.M. Kohn & Company
Ohio
$591K – – –
GBWM
414
Granite Bay Wealth Management
New Hampshire
$589K +$35.5K +519 +6%
PWA
415
Physician Wealth Advisors
Utah
$587K +$232K +3,213 +65%
NA
416
NewEdge Advisors
Louisiana
$583K -$363K -5,311 -38%
OIA
417
Optimum Investment Advisors
Illinois
$580K -$4.04K -59 -0.7%
Manulife (Manufacturers Life Insurance)
418
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$580K +$30.1K +440 +5%
Citadel Advisors
419
Citadel Advisors
Florida
$579K -$11.7M -170,570 -95%
LFA
420
Landmark Financial Advisors
Kentucky
$576K – – –
TPCW
421
TD Private Client Wealth
New York
$575K -$3.62K -53 -0.6%
CQS
422
Credential Qtrade Securities
$575K -$421K -6,158 -42%
BFM
423
Boston Financial Management
Massachusetts
$574K +$190K +2,777 +49%
EWM
424
Empirical Wealth Management
Washington
$571K +$26.1K +382 +5%
OIA
425
OneDigital Investment Advisors
Kansas
$571K +$178K +2,600 +45%
15 16
17
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