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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 %
Truist Financial
76
Truist Financial
North Carolina
$13.5M +$754K +11,026 +6%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$13M +$474K +6,935 +4%
SO
78
STRS Ohio
Ohio
$12.7M -$3.26M -47,623 -20%
DC
79
Davenport & Co
Virginia
$12.4M -$81.3K -1,189 -0.6%
CIMLRA
80
CBRE Investment Management Listed Real Assets
Pennsylvania
$12M -$1.2M -17,565 -9%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$11.7M +$520K +7,610 +5%
Stifel Financial
82
Stifel Financial
Missouri
$11.6M -$36.7K -537 -0.3%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$10.7M +$1.29M +18,820 +14%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$10.7M +$5.75M +84,121 +116%
TA
85
TruWealth Advisors
Louisiana
$10.7M +$387K +5,658 +4%
Handelsbanken Fonder
86
Handelsbanken Fonder
Sweden
$10.6M +$1.22M +17,827 +13%
AllianceBernstein
87
AllianceBernstein
Tennessee
$10.4M -$899K -13,143 -8%
PCA
88
Private Capital Advisors
Connecticut
$10M -$6.97K -102 -0.1%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$10M -$102K -1,492 -1%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$9.95M +$352K +5,153 +4%
CA
91
Cetera Advisors
Colorado
$9.8M +$466K +6,823 +5%
CS
92
Candriam SCA
Luxembourg
$9.4M +$8.22M +120,170 +696%
IMRF
93
Illinois Municipal Retirement Fund
Illinois
$9.16M +$2.55M +37,270 +39%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$9.15M -$1.81M -26,438 -17%
PAMS
95
Pictet Asset Management (Switzerland)
Switzerland
$8.93M -$9.98K -146 -0.1%
CB
96
Commerce Bank
Missouri
$8.69M -$330K -4,832 -4%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$8.51M -$2.36M -34,526 -22%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$8.37M -$465K -6,901 -5%
CFB
99
Cullen/Frost Bankers
Texas
$8.24M +$702K +10,250 +9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$8.1M +$246K +3,598 +3%
2 3
4
5 6