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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 %
DWM
551
Doyle Wealth Management
Florida
$300K +$7.93K +116 +3%
KWM
552
Kingsview Wealth Management
Oregon
$300K +$8.42K +123 +3%
VBFG
553
Vishria Bird Financial Group
Tennessee
$296K – – –
GAM
554
Garrison Asset Management
Arkansas
$296K +$137 +2 +0%
KIG
555
Kowal Investment Group
Wisconsin
$295K +$42.5K +622 +17%
VHAM
556
Van Hulzen Asset Management
California
$294K +$84K +1,227 +40%
BMSSC
557
B. Metzler seel. Sohn & Co
Germany
$291K +$13.2K +193 +5%
SLWA
558
San Luis Wealth Advisors
California
$285K – – –
PCIA
559
Prime Capital Investment Advisors
Kansas
$285K +$285K +4,167 New
IP
560
Investment Partners
Ohio
$284K +$284K +4,152 New
AA
561
Ancora Advisors
Ohio
$282K +$137 +2 +0%
ACM
562
AlphaStar Capital Management
North Carolina
$281K -$17.1K -250 -6%
TWM
563
Thrive Wealth Management
Pennsylvania
$278K +$35.8K +523 +15%
PWMG
564
Provence Wealth Management Group
California
$277K +$274 +4 +0.1%
ACA
565
Aptus Capital Advisors
Alabama
$275K +$5.71K +82 +2%
MIM
566
MetLife Investment Management
New Jersey
$275K -$3.42K -50 -1%
S
567
SignatureFD
Georgia
$273K -$22.9K -334 -8%
FAG
568
Fortitude Advisory Group
Washington
$273K +$205 +3 +0.1%
SCA
569
Snowden Capital Advisors
New York
$271K +$1.5K +22 +0.6%
AWM
570
Aspire Wealth Management
Massachusetts
$271K +$1.78K +26 +0.7%
TI
571
TTP Investments
California
$269K +$3.62K +53 +1%
PL
572
Plancorp LLC
Missouri
$268K +$2.05K +30 +0.8%
MPW
573
Monterey Private Wealth
California
$266K – – –
WPW
574
Warther Private Wealth
Ohio
$266K – – –
HPC
575
HM Payson & Co
Maine
$265K – – –
21 22
23
24 25