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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
851
NKCFO LLC
Illinois
– -$3.55M -51,969 Closed
ACM
852
AlphaCrest Capital Management
New York
– -$3.53M -51,578 Closed
RFWA
853
RPg Family Wealth Advisory
Massachusetts
– -$3.35M -40,750 Closed
PI
854
PEAK6 Investments
Illinois
– -$2.34M -34,187 Closed
HF
855
HRT Financial
New York
– -$2.27M -33,233 Closed
Wolverine Trading
856
Wolverine Trading
Illinois
– -$1.35M -20,054 Closed
BCI
857
Brinker Capital Investments
Pennsylvania
– -$1.26M -18,365 Closed
OPPTF
858
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$1.26M -17,966 Closed
VF
859
Virtu Financial
New York
– -$994K -14,539 Closed
Impax Asset Management Group
860
Impax Asset Management Group
United Kingdom
– -$887K -12,971 Closed
Verition Fund Management
861
Verition Fund Management
Connecticut
– -$754K -11,025 Closed
GA
862
GraniteShares Advisors
New York
– -$674K -9,862 Closed
OPS
863
Orion Portfolio Solutions
Nebraska
– -$541K -7,910 Closed
DTL
864
Dynamic Technology Lab
Singapore
– -$535K -7,821 Closed
ACG
865
Allen Capital Group
Nebraska
– -$492K -7,198 Closed
GWSG
866
GPS Wealth Strategies Group
Colorado
– -$461K -6,749 Closed
OC
867
Oakworth Capital
Alabama
– -$454K -6,637 Closed
HIP
868
Harrell Investment Partners
Texas
– -$449K -6,565 Closed
AA
869
ALPS Advisors
Colorado
– -$422K -6,178 Closed
NP
870
NorthRock Partners
Minnesota
– -$421K -6,164 Closed
JWM
871
Jackson Wealth Management
Florida
– -$393K -5,751 Closed
PCM
872
Presidio Capital Management
California
– -$341K -4,986 Closed
VVP
873
Venture Visionary Partners
Ohio
– -$338K -4,946 Closed
FIM
874
Freedom Investment Management
Connecticut
– -$332K -4,857 Closed
IP
875
Investment Partners
Ohio
– -$284K -4,152 Closed
33 34
35
36 37