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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 %
SC
601
Savant Capital
Illinois
$232K +$232K +3,397 New
AGA
602
Arkos Global Advisors
Texas
$229K -$3.08K -45 -1%
HI
603
Harbour Investments
Wisconsin
$228K – – –
CAGAS
604
Capital Advisory Group Advisory Services
Minnesota
$227K -$10.5K -154 -4%
HH
605
Hilltop Holdings
Texas
$225K +$33.1K +485 +17%
PFGIA
606
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$171K +2,501 +317%
PFA
607
Pure Financial Advisors
California
$224K – – –
PIA
608
Pinion Investment Advisors
Kansas
$223K +$223K +3,256 New
WC
609
Woodstock Corp
Massachusetts
$222K – – –
OFS
610
OneAscent Financial Services
Alabama
$222K +$14.9K +215 +7%
BPC
611
Banque Pictet & Cie
Switzerland
$222K +$222K +3,247 New
PIA
612
Perennial Investment Advisors
California
$221K +$221K +3,231 New
APP
613
Avantax Planning Partners
Iowa
$218K +$7.1K +104 +3%
GLA
614
Good Life Advisors
Pennsylvania
$216K -$70.5K -1,031 -25%
CA
615
Crumly & Associates
Illinois
$215K +$215K +3,144 New
KeyBank National Association
616
KeyBank National Association
Ohio
$213K -$3.15K -46 -1%
MKA
617
M. Kulyk & Associates
Georgia
$211K +$211K +3,090 New
PP
618
Paloma Partners
Connecticut
$211K +$211K +3,092 New
GWANC
619
Guardian Wealth Advisors (North Carolina)
North Carolina
$210K -$26.4K -380 -11%
CFD
620
Creative Financial Designs
Indiana
$210K +$1.3K +19 +0.6%
M
621
MOTCO
Texas
$208K +$21K +307 +11%
TC
622
Titleist Capital
Texas
$208K +$37K +541 +22%
TMAM
623
Tokio Marine Asset Management
Japan
$208K +$208K +3,038 New
WAM
624
Walker Asset Management
Missouri
$207K +$958 +14 +0.5%
AIA
625
Allied Investment Advisors
Montana
$206K -$5.21K -76 -2%
23 24
25
26 27