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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 %
HFA
576
High Falls Advisors
New York
$265K – – –
OSAM
577
O'Shaughnessy Asset Management
Connecticut
$263K +$69.2K +1,011 +36%
X
578
Xponance
Pennsylvania
$260K +$10.8K +158 +4%
NYLIM
579
New York Life Investment Management
New York
$258K -$8.15K -119 -3%
LFG
580
Larson Financial Group
Missouri
$257K -$3.15K -46 -1%
TNBTD
581
Trustmark National Bank Trust Department
Mississippi
$257K +$82.6K +1,210 +47%
SWM
582
Silverlake Wealth Management
Vermont
$255K -$13.7K -201 -5%
CPA
583
Capital Planning Advisors
California
$255K -$8.4K -123 -3%
SWMP
584
Signature Wealth Management Partners
New Jersey
$255K +$255K +3,724 New
REMPR
585
Roof Eidam Maycock Peralta (REMP)
California
$255K +$255K +3,727 New
RBCM
586
Raub Brock Capital Management
California
$254K – – –
MSS
587
Mitchell Sinkler & Starr
Pennsylvania
$252K -$3.49K -51 -1%
MPW
588
MA Private Wealth
California
$252K – – –
GWS
589
Glassman Wealth Services
Virginia
$252K +$2.87K +42 +1%
BCV
590
Banque Cantonale Vaudoise
Switzerland
$251K – – –
SCM
591
Schnieders Capital Management
California
$250K -$57.6K -843 -19%
AWM
592
Accurate Wealth Management
Florida
$246K +$246K +3,533 New
V
593
Veritable
Delaware
$245K -$1.44K -21 -0.6%
CAC
594
Certified Advisory Corp
Florida
$242K +$240K +3,515 +15,977%
ESB
595
Essex Savings Bank
Connecticut
$240K +$6.84K +100 +3%
NW
596
NewEdge Wealth
Pennsylvania
$239K +$239K +3,493 New
API
597
Advisor Partners II
California
$239K +$239K +3,502 New
LIM
598
Longfellow Investment Management
Massachusetts
$237K – – –
ECM
599
Evergreen Capital Management
Washington
$237K +$237K +3,466 New
CW
600
CreativeOne Wealth
Kansas
$234K -$81.4K -1,193 -26%
22 23
24
25 26