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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 %
E
801
Ergoteles
New York
– -$1.35M -16,672 Closed
MSRPS
802
Maryland State Retirement & Pension System
Maryland
– -$1.17M -14,470 Closed
BFS
803
Bradley Foster & Sargent
Connecticut
– -$1.09M -13,467 Closed
OTPPB
804
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$511K -6,297 Closed
IAIM
805
International Assets Investment Management
Florida
– -$487 -6,001 Closed
VLKIM
806
Van Lanschot Kempen Investment Management
Netherlands
– -$472K -5,820 Closed
FRM
807
Fox Run Management
Connecticut
– -$431K -5,314 Closed
WVP
808
Worth Venture Partners
New Jersey
– -$428K -5,229 Closed
BAS
809
Brown Advisory Securities
Maryland
– -$376K -4,636 Closed
FC
810
FCA Corp
Texas
– -$370K -4,564 Closed
BL
811
Balentine LLC
Georgia
– -$362K -4,456 Closed
CAN
812
Claraphi Advisory Network
United States
– -$355K -4,377 Closed
IAN
813
Integrated Advisors Network
Texas
– -$343K -4,223 Closed
LA
814
LVW Advisors
New York
– -$324K -3,987 Closed
CF
815
Clarity Financial
Texas
– -$312K -3,841 Closed
SCA
816
SMH Capital Advisors
Texas
– -$311K -3,830 Closed
SG
817
StoneX Group
New York
– -$300K -3,682 Closed
VWA
818
Visionary Wealth Advisors
Illinois
– -$273K -3,364 Closed
RCAG
819
Rehmann Capital Advisory Group
Michigan
– -$273K -3,359 Closed
Squarepoint
820
Squarepoint
New York
– -$271K -3,339 Closed
HWM
821
Horizon Wealth Management
Illinois
– -$270K -3,324 Closed
KFA
822
Krane Funds Advisors
New York
– -$269K -3,313 Closed
LRWA
823
Long Run Wealth Advisors
New York
– -$266K -3,277 Closed
UL
824
Unionview LLC
Washington
– -$262K -3,222 Closed
HWM
825
HB Wealth Management
Georgia
– -$255K -3,137 Closed
31 32
33
34 35