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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 %
SHA
101
Seneca House Advisors
Virginia
$8.06M +$970K +14,188 +14%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$7.92M +$15.2K +222 +0.2%
GC
103
Guggenheim Capital
Illinois
$7.92M +$903K +13,202 +13%
T. Rowe Price Associates
104
T. Rowe Price Associates
Maryland
$7.9M +$1.18M +17,208 +18%
DekaBank Deutsche Girozentrale
105
DekaBank Deutsche Girozentrale
Germany
$7.71M +$665K +10,006 +9%
MDCM
106
Morgan Dempsey Capital Management
Wisconsin
$7.52M +$24.7K +362 +0.3%
GIA
107
Gateway Investment Advisers
Ohio
$7.48M -$25.2K -368 -0.3%
EVM
108
Eaton Vance Management
Massachusetts
$7.46M -$46.1K -674 -0.6%
MML Investors Services
109
MML Investors Services
Massachusetts
$7.4M +$2.53M +37,039 +52%
H
110
HoyleCohen
California
$7.31M +$37K +541 +0.5%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$7.3M +$579K +8,465 +9%
AF
112
Allworth Financial
California
$7.21M +$211K +3,084 +3%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$7.03M +$1.32M +19,317 +23%
CSS
114
Cubist Systematic Strategies
Connecticut
$7M +$5.34M +78,165 +323%
ETC
115
Exchange Traded Concepts
Oklahoma
$6.92M -$341K -4,982 -5%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$6.73M +$304K +4,451 +5%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$6.64M +$483K +7,059 +8%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$6.48M -$176K -2,576 -3%
SWA
119
SOA Wealth Advisors
New York
$6.33M +$2.69M +39,344 +74%
Victory Capital Management
120
Victory Capital Management
Texas
$6.29M -$15K -220 -0.2%
AQR Capital Management
121
AQR Capital Management
Connecticut
$6.29M +$3.98M +58,442 +172%
NC
122
Nicholas Company
Wisconsin
$6.1M -$1.23M -17,990 -17%
CWM
123
CIBC World Markets
New York
$5.93M +$160K +2,336 +3%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$5.9M +$140K +2,042 +2%
First Trust Advisors
125
First Trust Advisors
Illinois
$5.88M -$3.52M -51,564 -37%
3 4
5
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