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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 %
PCA
426
Peddock Capital Advisors
Massachusetts
$568K +$55.1K +807 +11%
CIBC Asset Management
427
CIBC Asset Management
Ontario, Canada
$565K +$1.57K +23 +0.3%
Fisher Asset Management
428
Fisher Asset Management
Washington
$564K -$105K -1,531 -16%
Comerica Bank
429
Comerica Bank
Texas
$562K +$50.7K +727 +10%
ACM
430
Ayrshire Capital Management
Connecticut
$558K +$70.4K +1,029 +14%
PTC
431
Private Trust Company
Ohio
$557K -$52K -760 -9%
ONB
432
Old National Bancorp
Indiana
$557K -$35.7K -522 -6%
LNWWM
433
Laird Norton Wetherby Wealth Management
California
$556K +$2.94K +43 +0.5%
I2I
434
Insight 2811 Inc
Illinois
$554K +$19.9K +291 +4%
QCM
435
Quantinno Capital Management
New York
$546K -$12.3K -180 -2%
BFEC
436
Benjamin F. Edwards & Company
Missouri
$542K +$51.5K +754 +11%
OPS
437
Orion Portfolio Solutions
Nebraska
$541K +$290K +4,238 +115%
WP
438
Wealthspan Partners
Iowa
$537K -$8.27K -121 -2%
DTL
439
Dynamic Technology Lab
Singapore
$535K +$535K +7,821 New
AIC
440
Archer Investment Corporation
Indiana
$527K – – –
AssetMark Inc
441
AssetMark Inc
California
$524K +$56.7K +829 +12%
CAG
442
Crestwood Advisors Group
Massachusetts
$522K -$69.1K -1,011 -12%
CWM
443
CarsonAllaria Wealth Management
Illinois
$517K +$3.62K +53 +0.7%
CWM
444
Campbell Wealth Management
Virginia
$516K +$261K +3,811 +102%
BG
445
Benedetti & Gucer
Georgia
$510K +$94.2K +1,377 +23%
RFC
446
Regions Financial Corp
Alabama
$505K +$26.6K +389 +6%
LWP
447
Lumature Wealth Partners
Georgia
$503K – – –
SW
448
SVB Wealth
Massachusetts
$498K +$116K +1,698 +30%
MS
449
Madden Securities
Texas
$496K – – –
KFS
450
Kaizen Financial Strategies
California
$495K +$6.15K +90 +1%
16 17
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