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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 %
HCP
726
Hexagon Capital Partners
Arkansas
$30K – – –
CA
727
Clearstead Advisors
Ohio
$28K – – –
TF
728
Tompkins Financial
New York
$28K – – –
DWA
729
Dougherty Wealth Advisers
Minnesota
$28K – – –
LWANC
730
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
SN
731
Sittner & Nelson
Oregon
$28K – – –
CWA
732
Core Wealth Advisors
Florida
$26K +$10.4K +153 +67%
VCM
733
Versant Capital Management
Arizona
$26K +$25.7K +383 +9,575%
SFA
734
Semmax Financial Advisors
North Carolina
$25K – – –
TF
735
TimeScale Financial
Massachusetts
$24K – – –
HFM
736
Harvest Fund Management
China
$21K – – –
AA
737
AlphaMark Advisors
Kentucky
$20K – – –
HI
738
Hudock Inc
Pennsylvania
$20K +$20K +306 New
BWM
739
BerganKDV Wealth Management
Minnesota
$19K +$207 +3 +1%
BCM
740
Blume Capital Management
California
$19K +$19K +274 New
CT
741
Cambridge Trust
Massachusetts
$18K -$19.4K -285 -52%
SOW
742
State of Wyoming
Wyoming
$18K +$1.11K +16 +7%
JFA
743
JNBA Financial Advisors
Minnesota
$17K -$3.4K -51 -17%
Bank of Montreal
744
Bank of Montreal
Ontario, Canada
$16.1K +$6.64K +80,094 +70%
AWM
745
Ameliora Wealth Management
Switzerland
$16K +$16K +235 New
C
746
Covestor
United Kingdom
$14K -$751 -11 -5%
TSW
747
Thompson Siegel & Walmsley
Virginia
$14K – – –
ST
748
Smithfield Trust
Pennsylvania
$14K – – –
RG
749
Retirement Group
California
$14K – – –
EL
750
EMFO LLC
Florida
$14K – – –
28 29
30
31 32