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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
$61.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$137M
3
Deutsche Bank
Deutsche Bank
Germany
$161M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$505M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$55.2M

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
$0
2
PS
Presima Securities
Quebec, Canada
$3.13M
3
Citadel Advisors
Citadel Advisors
Florida
$579K
4
Goldman Sachs
Goldman Sachs
New York
$44.1M
5
AAMU
APG Asset Management US
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
751
Retirement Group
California
$14K – – –
PWS
752
Paragon Wealth Strategies
Florida
$14K +$14K +209 New
SPWG
753
Sage Private Wealth Group
Illinois
$13K +$13K +197 New
SC
754
Siena Capital
Ohio
$12K – – –
FP
755
Financial Perspectives
Minnesota
$11K – – –
EWM
756
Endurance Wealth Management
Rhode Island
$11K – – –
IHWM
757
Iron Horse Wealth Management
Iowa
$10K – – –
BAM
758
Byrne Asset Management
New Jersey
$10K – – –
SA
759
SRH Advisors
Kansas
$10K +$10K +153 New
BIA
760
Bell Investment Advisors
California
$9K -$2.93K -42 -25%
MHR
761
Matthew Hamilton Rosenberg
$9K – – –
SWM
762
Sugarloaf Wealth Management
Georgia
$9K +$76 +1 +0.8%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$9K +$9K +128 New
EARNEST Partners
764
EARNEST Partners
Georgia
$8K – – –
FCT
765
First Community Trust
Iowa
$8K – – –
CHA
766
Carmichael Hill & Associates
Maryland
$7K – – –
AIM
767
Anchor Investment Management
South Carolina
$6.49K +$6.49K +95 New
PO
768
Private Ocean
California
$6K – – –
HWMA
769
Heritage Wealth Management (Arizona)
Arizona
$6K +$593 +9 +11%
SWA
770
Sutton Wealth Advisors
Florida
$5.86K +$5.86K +86 New
ZB
771
Zions Bancorporation
Utah
$5K – – –
FA
772
Financial Avengers
California
$4K -$1.77K -23 -31%
BWA
773
BDO Wealth Advisors
Florida
$4K – – –
CFO
774
CVA Family Office
Colorado
$4K – – –
ADL
775
Asset Dedication LLC
California
$4K +$4K +63 New
29 30
31
32 33