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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 %
CHC
776
City Holding Co
West Virginia
$3K – – –
IA
777
IFS Advisors
Kansas
$3K – – –
WTA
778
Washington Trust Advisors
Massachusetts
$3K +$225 +3 +8%
HR
779
Howe & Rusling
New York
$3K +$3K +46 New
FGAM
780
Financial Gravity Asset Management
Texas
$2.1K -$390 -239 -16%
SFO
781
Standard Family Office
South Dakota
$2K – – –
EAM
782
Eukles Asset Management
Ohio
$2K – – –
DWA
783
Delos Wealth Advisors
Texas
$2K – – –
PFBT
784
Parkside Financial Bank & Trust
Missouri
$1K – – –
RMC
785
Resources Management Corp
Connecticut
$1K – – –
RAM
786
Riggs Asset Management
Pennsylvania
$1K +$1K +10 New
BWL
787
Bogart Wealth LLC
Virginia
$1K +$1K +17 New
MOS
788
MGO One Seven
Ohio
$479 +$77 +1,126 +19%
FHC
789
First Heartland Consultants
Missouri
$426 -$44 -637 -9%
GEA
790
Glen Eagle Advisors
New Jersey
$419 +$419 +6 New
ORIO
791
Old Republic International (ORI)
Illinois
– -$43.3M -532,962 Closed
CC
792
Cipher Capital
New York
– -$3.02M -37,145 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
793
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$2.83M -34,821 Closed
EAM
794
Evanson Asset Management
California
– -$2.69M -33,166 Closed
CA
795
Capitolis Advisors
New York
– -$2.56M -31,479 Closed
Simplex Trading
796
Simplex Trading
Illinois
– -$2.19M -27,023 Closed
Balyasny Asset Management
797
Balyasny Asset Management
Illinois
– -$2.17M -26,679 Closed
NIMI
798
Natixis Investment Managers International
France
– -$1.98M -24,405 Closed
BCM
799
Bluefin Capital Management
New York
– -$1.63M -19,807 Closed
JC
800
JB Capital
Connecticut
– -$1.4M -17,296 Closed
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