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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 %
BCM
501
Brookstone Capital Management
Illinois
$369K +$96.6K +1,389 +35%
CAAS
502
Capital Asset Advisory Services
Michigan
$366K -$95.6K -1,399 -21%
NW
503
Naviter Wealth
Arkansas
$365K +$365K +5,261 New
IF
504
Intrua Financial
Texas
$364K +$91.4K +1,336 +34%
DDC
505
DF Dent & Co
Maryland
$360K -$274 -4 -0.1%
M1FG
506
Mach-1 Financial Group
Arkansas
$358K -$14.5K -212 -4%
GC
507
Gilbert & Cook
Iowa
$357K +$357K +4,843 New
OC
508
Oppenheimer & Co
New York
$356K -$7.52K -110 -2%
Lido Advisors
509
Lido Advisors
California
$355K -$21.9K -321 -6%
MCM
510
MV Capital Management
Maryland
$355K – – –
3F
511
360 Financial
Minnesota
$355K +$118K +1,723 +50%
CFO
512
Colony Family Offices
North Carolina
$354K – – –
CTA
513
Chesley Taft & Associates
Illinois
$354K – – –
FPAS
514
Focus Partners Advisor Solutions
Missouri
$354K +$154K +2,260 +77%
AA
515
Argent Advisors
Louisiana
$353K – – –
MCM
516
MAI Capital Management
Ohio
$353K +$353K +5,161 New
RFN
517
Redwood Financial Network
Ohio
$352K +$352K +5,149 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$351K -$17.4K -254 -5%
RCM
519
Raleigh Capital Management
North Carolina
$348K +$18.2K +266 +6%
SWG
520
Summit Wealth Group
Vermont
$346K +$14.8K +216 +4%
DI
521
DFPG Investments
Utah
$346K +$346K +4,989 New
IP
522
Ignite Planners
California
$345K +$12.9K +183 +4%
SB
523
Strategic Blueprint
Georgia
$344K +$26.2K +383 +8%
PCM
524
Presidio Capital Management
California
$341K +$341K +4,986 New
VVP
525
Venture Visionary Partners
Ohio
$338K -$34.9K -510 -9%
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