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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 %
KOMWMG
476
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$435K -$22.1K -323 -5%
JCM
477
Jacobi Capital Management
Pennsylvania
$427K +$68 +1 +0%
CWA
478
Clearview Wealth Advisors
Oregon
$426K +$14K +204 +3%
AA
479
ALPS Advisors
Colorado
$422K -$20.9K -306 -5%
KA
480
Kercheville Advisors
Texas
$422K – – –
NP
481
NorthRock Partners
Minnesota
$421K +$421K +6,164 New
EI
482
Ethic Inc
New York
$414K +$88.4K +1,295 +27%
NGA
483
Naples Global Advisors
Florida
$412K -$3.54K -51 -0.9%
TFA
484
Teamwork Financial Advisors
Texas
$412K +$6.76K +99 +2%
CAM
485
Carret Asset Management
New York
$406K – – –
CCM
486
Covington Capital Management
California
$404K +$3.07K +45 +0.8%
AAS
487
Ameritas Advisory Services
Nebraska
$403K +$18.5K +270 +5%
PCM
488
Penserra Capital Management
California
$403K +$33.6K +493 +9%
Allspring Global Investments
489
Allspring Global Investments
North Carolina
$399K +$193K +2,833 +94%
NERM
490
New England Research & Management
Illinois
$399K +$399K +5,832 New
CIA
491
Capital Investment Advisors
Georgia
$394K +$21.4K +313 +6%
JWM
492
Jackson Wealth Management
Florida
$393K +$73.3K +1,072 +23%
TPW
493
Transatlantique Private Wealth
New York
$388K -$2.94K -43 -0.8%
VFA
494
Valeo Financial Advisors
Indiana
$383K -$4.03K -59 -1%
HHRDM
495
H&H Retirement Design & Management
Nevada
$381K +$17.5K +261 +5%
CWG
496
Cornerstone Wealth Group
North Carolina
$380K +$90.7K +1,328 +31%
WFS
497
Widmann Financial Services
Maryland
$376K +$547 +8 +0.1%
FHA
498
Flagship Harbor Advisors
Massachusetts
$373K -$31.1K -456 -8%
RWM
499
Ritholtz Wealth Management
New York
$373K +$373K +5,452 New
DA
500
Detalus Advisors
Missouri
$370K +$11.4K +167 +3%
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