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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 %
FIM
526
Freedom Investment Management
Connecticut
$332K -$41.8K -612 -11%
DI
527
Diligent Investors
California
$332K -$2.87K -42 -0.9%
MSFS
528
Main Street Financial Solutions
Pennsylvania
$332K +$93K +1,361 +39%
ACM
529
Avalon Capital Management
California
$330K +$3.76K +55 +1%
SFA
530
Sequoia Financial Advisors
Ohio
$328K +$616 +9 +0.2%
PCM
531
Parsons Capital Management
Rhode Island
$328K +$10.5K +153 +3%
KMWM
532
Keudell/Morrison Wealth Management
Oregon
$328K +$17.6K +257 +6%
JIC
533
Joel Isaacson & Co
New York
$327K +$28K +409 +9%
CFGS
534
Concourse Financial Group Securities
Alabama
$326K -$6.32K -91 -2%
IA
535
Inspire Advisors
Idaho
$326K +$78.7K +1,149 +32%
BCM
536
BTC Capital Management
Iowa
$325K – – –
PP
537
Prudential plc
United Kingdom
$324K +$33.7K +493 +12%
SSG
538
Summit Securities Group
New York
$321K -$13.9K -204 -4%
CPO
539
Cerity Partners OCIO
New York
$321K -$6.97K -102 -2%
BC
540
Bridgefront Capital
Texas
$317K +$317K +4,634 New
DAC
541
Dividend Assets Capital
South Carolina
$314K – – –
WS
542
Wedbush Securities
California
$313K +$13.6K +199 +5%
ACI
543
Alpha Cubed Investments
California
$311K – – –
GWMIA
544
Global Wealth Management Investment Advisory
Florida
$309K +$23.9K +350 +8%
MGIA
545
Moneta Group Investment Advisors
Missouri
$308K -$118K -1,729 -28%
BCM
546
Beck Capital Management
Texas
$307K +$3.22K +47 +1%
PA
547
Procyon Advisors
Connecticut
$306K -$478 -7 -0.2%
PAS
548
Park Avenue Securities
New York
$304K +$93.1K +1,362 +44%
RPCONE
549
Retirement Planning Company of New England
Rhode Island
$301K +$478 +7 +0.2%
AFP
550
Ausdal Financial Partners
Iowa
$301K +$71.4K +1,044 +31%
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