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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 %
DU
826
Delphia (USA)
Ontario, Canada
– -$250K -3,085 Closed
AIP
827
Ahrens Investment Partners
Louisiana
– -$250K -3,075 Closed
AIA
828
Arrow Investment Advisors
Maryland
– -$243K -3,000 Closed
AAS
829
Annex Advisory Services
Wisconsin
– -$242K -2,987 Closed
CCA
830
Conestoga Capital Advisors
Pennsylvania
– -$236K -2,910 Closed
CAMV
831
Concord Asset Management (Virginia)
Virginia
– -$234K -2,889 Closed
EWM
832
EPG Wealth Management
Georgia
– -$233K -2,874 Closed
AFO
833
Allie Family Office
Florida
– -$232K -2,859 Closed
LWP
834
Legacy Wealth Planning
Nevada
– -$232K -2,858 Closed
PA
835
Prism Advisors
California
– -$231K -2,850 Closed
PWPS
836
Pinnacle Wealth Planning Services
Ohio
– -$229K -2,827 Closed
WF
837
Welch & Forbes
Massachusetts
– -$228K -2,818 Closed
CRWM
838
Castle Rock Wealth Management
California
– -$220K -2,772 Closed
GB
839
Goepper Burkhardt
South Carolina
– -$222K -2,740 Closed
GCM
840
Gator Capital Management
Florida
– -$220K -2,716 Closed
VA
841
Valmark Advisers
Ohio
– -$219K -2,702 Closed
BWM
842
BCS Wealth Management
Tennessee
– -$219K -2,694 Closed
AAM
843
Ameraudi Asset Management
New York
– -$217K -2,675 Closed
TC
844
Touchstone Capital
Pennsylvania
– -$216K -2,665 Closed
XS
845
XR Securities
Illinois
– -$216K -2,661 Closed
CC
846
Corton Capital
Ontario, Canada
– -$215K -2,651 Closed
PAG
847
Private Advisory Group
Washington
– -$212K -2,608 Closed
FT
848
Fiduciary Trust
Massachusetts
– -$212K -2,608 Closed
Axa
849
Axa
France
– -$208K -2,559 Closed
JF
850
JSF Financial
California
– -$207K -2,550 Closed
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