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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 %
EWA
451
EverSource Wealth Advisors
Alabama
$570K +$516K +6,740 +948%
PCA
452
Personal Capital Advisors
California
$569K +$43.7K +571 +8%
TCM
453
Triumph Capital Management
Colorado
$567K +$567K +7,404 New
X
454
Xponance
Pennsylvania
$565K +$274K +3,579 +94%
LWP
455
Lumature Wealth Partners
Georgia
$563K – – –
CSS
456
Cubist Systematic Strategies
Connecticut
$558K -$7.28M -95,094 -93%
VCM
457
Virtue Capital Management
Tennessee
$556K +$556K +7,267 New
SF
458
Symphony Financial
Texas
$556K +$1.47K +19 +0.3%
MS
459
Madden Securities
Texas
$555K – – –
PTC
460
Philadelphia Trust Company
Pennsylvania
$547K – – –
MCP
461
Mirador Capital Partners
California
$540K +$3.9K +51 +0.7%
OIA
462
OneDigital Investment Advisors
Kansas
$539K -$101K -1,316 -16%
CCM
463
Cullen Capital Management
New York
$533K – – –
PAMG
464
Patton Albertson Miller Group
Tennessee
$527K -$163K -2,134 -24%
HCM
465
Highlander Capital Management
New Jersey
$526K – – –
SS
466
Simplicity Solutions
Minnesota
$525K +$5.59K +73 +1%
PA
467
Procyon Advisors
Connecticut
$525K +$182K +2,377 +53%
LA
468
LexAurum Advisors
Kansas
$524K +$77 +1 +0%
SFG
469
Sovereign Financial Group
Connecticut
$524K -$7.73K -101 -1%
KFS
470
Kaizen Financial Strategies
California
$524K -$66K -811 -11%
IP
471
Ignite Planners
California
$519K +$109K +1,300 +27%
GT
472
Glenmede Trust
Pennsylvania
$518K -$673K -8,795 -57%
BAG
473
Bridgewealth Advisory Group
California
$515K +$515K +6,729 New
AIM
474
Achmea Investment Management
Netherlands
$505K – – –
MLICM
475
Metropolitan Life Insurance Company (MetLife)
New York
$503K -$1.23K -16 -0.2%
17 18
19
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