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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 %
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$4.52M +$141K +2,069 +3%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$4.45M +$1.2M +17,550 +37%
IWA
153
Inspirion Wealth Advisors
Illinois
$4.36M -$68.6K -1,003 -2%
BPA
154
Beacon Pointe Advisors
California
$4.35M +$1.03M +15,024 +31%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$4.22M +$1.85M +27,042 +78%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$4.2M -$4.94M -72,294 -54%
Aberdeen Group
157
Aberdeen Group
United Kingdom
$4.18M -$19.5K -285 -0.5%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$4.16M -$1.55M -22,658 -27%
Millennium Management
159
Millennium Management
New York
$4.12M +$2.68M +39,129 +185%
MYAM
160
Meiji Yasuda Asset Management
Japan
$4.07M +$39.6K +580 +1%
CTA
161
Colonial Trust Advisors
South Carolina
$4.06M +$335K +4,893 +9%
FAF
162
Fjarde Ap-fonden
Sweden
$4.06M – – –
RBC
163
Romano Brothers & Co
Illinois
$4M +$4M +58,462 New
AAF
164
Andra AP-fonden
Sweden
$3.87M -$2.93M -42,882 -43%
AF
165
Advisornet Financial
Minnesota
$3.87M +$143K +2,096 +4%
HFS
166
Hantz Financial Services
Michigan
$3.81M +$102K +1,494 +3%
FRAF
167
Första AP-fonden
Sweden
$3.71M -$216K -3,165 -6%
AWS
168
Atria Wealth Solutions
New York
$3.71M +$678K +9,905 +22%
ASRS
169
Arizona State Retirement System
Arizona
$3.7M -$16.5K -242 -0.4%
VWM
170
Valley Wealth Managers
New Jersey
$3.69M -$7.72K -113 -0.2%
MPM
171
Meritage Portfolio Management
Kansas
$3.69M +$214K +3,127 +6%
GCA
172
GSI Capital Advisors
California
$3.68M +$4.38K +64 +0.1%
AWM
173
AE Wealth Management
Kansas
$3.67M +$1.05M +15,333 +40%
NL
174
NKCFO LLC
Illinois
$3.55M +$34.9K +511 +1%
VanEck Associates
175
VanEck Associates
New York
$3.55M -$1.34M -19,617 -27%
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