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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 %
ACG
451
Allen Capital Group
Nebraska
$492K – – –
BSW
452
Buckingham Strategic Wealth
Missouri
$491K +$78.6K +1,149 +19%
PTC
453
Philadelphia Trust Company
Pennsylvania
$489K – – –
SF
454
Symphony Financial
Texas
$482K +$110K +1,626 +29%
AIM
455
Achmea Investment Management
Netherlands
$481K – – –
MCP
456
Mirador Capital Partners
California
$478K -$4.1K -60 -0.9%
CCM
457
Cullen Capital Management
New York
$476K – – –
NB
458
Norinchukin Bank
Japan
$476K +$111K +1,625 +30%
SFG
459
Sovereign Financial Group
Connecticut
$475K +$106K +1,558 +29%
WP
460
WealthSpring Partners
California
$469K +$469K +6,861 New
HCM
461
Highlander Capital Management
New Jersey
$469K -$21K -307 -4%
PCA
462
Personal Capital Advisors
California
$469K +$181K +2,646 +63%
LA
463
LexAurum Advisors
Kansas
$468K +$5.13K +75 +1%
APG Asset Management
464
APG Asset Management
Netherlands
$467K +$28.5K +409 +7%
SS
465
Simplicity Solutions
Minnesota
$464K +$144K +2,104 +45%
GWSG
466
GPS Wealth Strategies Group
Colorado
$461K +$181K +2,644 +64%
TC
467
TownSquare Capital
Utah
$457K +$270K +3,949 +145%
OC
468
Oakworth Capital
Alabama
$454K +$112K +1,634 +33%
MLICM
469
Metropolitan Life Insurance Company (MetLife)
New York
$451K -$146K -2,139 -24%
HIP
470
Harrell Investment Partners
Texas
$449K – – –
RRA
471
Round Rock Advisors
Connecticut
$445K +$182K +2,662 +69%
FLI
472
Family Legacy Inc
South Carolina
$445K +$274K +4,012 +161%
RWA
473
Rainsberger Wealth Advisors
Colorado
$444K +$444K +6,487 New
AW
474
Avion Wealth
Texas
$444K +$444K +6,498 New
WDC
475
Woodward Diversified Capital
California
$438K -$19.1K -280 -4%
17 18
19
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