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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 %
HL
626
HeadInvest LLC
Maine
$204K +$7.52K +110 +4%
AWM
627
Affinity Wealth Management
Delaware
$204K +$204K +2,982 New
ARC
628
Advisor Resource Council
Texas
$201K -$18.8K -275 -9%
WT
629
Washington Trust
Rhode Island
$201K +$127K +1,869 +173%
PA
630
Profund Advisors
Maryland
$200K -$23.4K -343 -10%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$195K – – –
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$190K – – –
PA
633
Parallel Advisors
California
$185K +$41.9K +611 +29%
EIP
634
Ellis Investment Partners
Pennsylvania
$173K – – –
AA
635
Addison Advisors
Vermont
$169K -$7.47K -109 -4%
AWM
636
Accel Wealth Management
Iowa
$163K +$77K +1,066 +89%
BSB
637
Bangor Savings Bank
Maine
$161K – – –
SSB
638
Sandy Spring Bank
Maryland
$161K – – –
AWM
639
AllSquare Wealth Management
New York
$161K – – –
QCG
640
Quadrant Capital Group
Ohio
$149K +$45K +658 +43%
NSIM
641
North Star Investment Management
Illinois
$149K +$47.8K +698 +47%
POIA
642
Pin Oak Investment Advisors
Texas
$147K – – –
LC
643
Lindbrook Capital
California
$147K +$68 +1 +0%
BEI
644
Benjamin Edwards Inc
Missouri
$146K +$12.3K +179 +9%
FWM
645
Focused Wealth Management
New York
$144K +$960 +14 +0.7%
EI
646
Ellevest Inc
New York
$141K +$60.4K +883 +75%
AIG
647
American International Group
New York
$140K +$1.91K +28 +1%
SIC
648
Salem Investment Counselors
North Carolina
$137K – – –
HS
649
Horan Securities
United States
$134K +$7.31K +107 +6%
CI Investments Inc
650
CI Investments Inc
Ontario, Canada
$134K +$11.7K +171 +10%
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