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

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
$0
2
PS
Presima Securities
Quebec, Canada
$3.13M
3
Citadel Advisors
Citadel Advisors
Florida
$579K
4
Goldman Sachs
Goldman Sachs
New York
$44.1M
5
AAMU
APG Asset Management US
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$5.83M – – –
EE
127
EWG Elevate
California
$5.81M -$219K -3,200 -4%
MA
128
Mutual Advisors
Nebraska
$5.76M +$1.38M +20,143 +31%
AG
129
Advocate Group
Minnesota
$5.7M +$291K +4,252 +5%
GC
130
Guardian Capital
Ontario, Canada
$5.69M -$6.44M -94,218 -53%
PDN
131
Pensionfund DSM Netherlands
Netherlands
$5.62M +$2.81M +37,573 +100%
Aviva
132
Aviva
United Kingdom
$5.57M +$3.24M +47,437 +139%
SIMG
133
Sonora Investment Management Group
Arizona
$5.56M – – –
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$5.48M -$310K -4,531 -5%
William Blair & Company
135
William Blair & Company
Illinois
$5.46M +$15.9K +233 +0.3%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$5.45M -$3.44M -50,307 -39%
Macquarie Group
137
Macquarie Group
Australia
$5.39M -$1.6M -23,098 -23%
OHIS
138
Oak Harvest Investment Services
Texas
$5.23M -$147K -2,148 -3%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$4.94M +$35.5K +519 +0.7%
TAIM
140
Te Ahumairangi Investment Management
New Zealand
$4.92M -$157K -2,302 -3%
Point72 Asset Management
141
Point72 Asset Management
Connecticut
$4.91M +$4.91M +71,878 New
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$4.85M +$285K +4,164 +6%
NC
143
NewSquare Capital
Pennsylvania
$4.8M +$263K +3,850 +6%
PAG
144
Private Advisor Group
New Jersey
$4.75M +$731K +10,691 +18%
Mariner
145
Mariner
Kansas
$4.73M +$563K +8,230 +13%
KS
146
Karpas Strategies
Connecticut
$4.7M +$22.2K +325 +0.5%
Creative Planning
147
Creative Planning
Kansas
$4.7M +$1.4M +20,414 +42%
S
148
Surevest
California
$4.68M +$188K +2,750 +4%
CAN
149
Cetera Advisor Networks
California
$4.61M +$874K +12,784 +23%
DFG
150
Demars Financial Group
Washington
$4.58M -$461K -6,750 -9%
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