WPC icon

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 %
ACM
176
AlphaCrest Capital Management
New York
$3.53M +$2.9M +42,421 +463%
ERSOT
177
Employees Retirement System of Texas
Texas
$3.53M -$419K -6,126 -11%
WSCM
178
Wellington Shields Capital Management
New York
$3.37M +$217K +3,176 +7%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$3.35M -$50.6K -615 -1%
RPA
180
Rock Point Advisors
Vermont
$3.31M +$4.24K +62 +0.1%
CAM
181
Cozad Asset Management
Illinois
$3.26M -$108K -1,581 -3%
BLC
182
Brown, Lisle/Cummings
Rhode Island
$3.21M – – –
S
183
Seeyond
France
$3.2M +$434K +6,345 +16%
TPM
184
Triasima Portfolio Management
Quebec, Canada
$3.18M +$961K +14,057 +43%
Lazard Asset Management
185
Lazard Asset Management
New York
$3.16M +$2.54M +37,185 +411%
AAS
186
Avantax Advisory Services
Texas
$3.15M +$209K +3,051 +7%
PS
187
Presima Securities
Quebec, Canada
$3.13M -$12.5M -183,167 -80%
DLCIG
188
D.L. Carlson Investment Group
New Hampshire
$3.11M -$22.9K -335 -0.7%
UIM
189
USS Investment Management
United Kingdom
$3.07M -$765K -11,192 -20%
RWM
190
Rench Wealth Management
Texas
$3.06M +$34.1K +499 +1%
TWM
191
TriaGen Wealth Management
California
$3.05M -$15.7K -230 -0.5%
BI
192
Bramshill Investments
Florida
$3.01M +$93.5K +1,368 +3%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$3M +$52.3K +765 +2%
CIC
194
Carnegie Investment Counsel
Ohio
$2.97M +$10.7K +156 +0.4%
NAM
195
Nissay Asset Management
Japan
$2.95M +$258K +3,778 +10%
PRS
196
Pinkerton Retirement Specialists
Idaho
$2.86M +$2.86M +41,895 New
BG
197
Bahl & Gaynor
Ohio
$2.86M -$19.2K -281 -0.7%
CS
198
Capital Square
Tennessee
$2.83M -$37K -541 -1%
SMDAM
199
Sumitomo Mitsui DS Asset Management
Japan
$2.76M +$294K +4,300 +12%
Fuller & Thaler Asset Management
200
Fuller & Thaler Asset Management
California
$2.73M +$386K +5,653 +16%
6 7
8
9 10