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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
1
American Century Companies
Missouri
$61.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$137M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$505M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$55.2M

Top Sellers

1
ORIO
1
Old Republic International (ORI)
Illinois
$0
2
PS
2
Presima Securities
Quebec, Canada
$3.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$579K
4
Goldman Sachs
4
Goldman Sachs
New York
$44.1M
5
AAMU
5
APG Asset Management US
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSN
851
D. Scott Neal
Kentucky
– -$206K -2,542 Closed
WPP
852
Whalerock Point Partners
Rhode Island
– -$201K -2,476 Closed
BOPW
853
Brandywine Oak Private Wealth
Pennsylvania
– -$200K -2,470 Closed
SAM
854
SignalPoint Asset Management
Missouri
– -$200K -2,468 Closed
CCA
855
Clearwater Capital Advisors
Illinois
– -$200K -2,464 Closed
CCA
856
Checchi Capital Advisers
California
– -$207K -2,365 Closed
CCM
857
Chilton Capital Management
Texas
– -$127K -1,556 Closed
PFS
858
Prospera Financial Services
Texas
– -$109K -1,346 Closed
COCM
859
Charter Oak Capital Management
New Hampshire
– -$103K -1,269 Closed
CA
860
CoreCap Advisors
Michigan
– -$92K -1,130 Closed
FMTCOCP
861
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$83K -1,021 Closed
SWM
862
SeaCrest Wealth Management
New York
– -$71K -872 Closed
CWM
863
Curi Wealth Management
North Carolina
– -$66K -817 Closed
VRM
864
Vectors Research Management
New York
– -$59K -725 Closed
AAM
865
Advisors Asset Management
Colorado
– -$50K -619 Closed
FWP
866
FAS Wealth Partners
Kansas
– -$37K -457 Closed
CIM
867
Chiron Investment Management
New York
– -$35K -434 Closed
FBC
868
Fairfield, Bush & Co
Connecticut
– -$27K -332 Closed
BMD
869
Better Money Decisions
New Mexico
– -$25K -309 Closed
HFS
870
Heritage Financial Services
Massachusetts
– -$14K -184 Closed
CI
871
CX Institutional
Indiana
– -$12K -153 Closed
DC
872
Darrow Company
Massachusetts
– -$8K -102 Closed
ACA
873
Atlas Capital Advisors
Wyoming
– -$6.96K -86 Closed
OLVIG
874
Oliver Lagore Vanvalin Investment Group
Michigan
– -$6K -77 Closed
FHA
875
First Horizon Advisors
Tennessee
– -$5K -61 Closed
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