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
+$60.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$37.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$30.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$30.2M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$29.4M

Top Sellers

1
ORIO
Old Republic International (ORI)
Illinois
-$43.3M
2
PS
Presima Securities
Quebec, Canada
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.7M
4
Goldman Sachs
Goldman Sachs
New York
-$8.92M
5
AAMU
APG Asset Management US
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
201
XML Financial
Maryland
$2.66M +$111K +1,618 +4%
BRWA
202
B. Riley Wealth Advisors
Florida
$2.62M +$211K +3,085 +9%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$2.62M +$118K +1,732 +5%
B
204
Bensler
Washington
$2.52M +$124K +1,819 +5%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.49M +$33.4K +488 +1%
WCG
206
Weaver Consulting Group
California
$2.44M +$47.9K +700 +2%
SSA
207
Schonfeld Strategic Advisors
New York
$2.43M -$1.78M -25,977 -42%
CNFG
208
Creegan & Nassoura Financial Group
New Hampshire
$2.4M – – –
URS
209
Utah Retirement Systems
Utah
$2.39M +$41.9K +613 +2%
PS
210
Pensionfund Sabic
Netherlands
$2.39M -$69.8K -1,021 -3%
GCA
211
Gradient Capital Advisors
California
$2.37M +$167K +2,439 +8%
P
212
Paradiem
Louisiana
$2.37M +$2.37M +34,608 New
PI
213
PEAK6 Investments
Illinois
$2.34M +$1.96M +28,738 +527%
MHS
214
M Holdings Securities
Oregon
$2.33M -$15.9K -232 -0.7%
TA
215
TFG Advisers
Michigan
$2.3M +$156K +2,279 +7%
II
216
IFM Investors
Australia
$2.29M +$14K +205 +0.6%
HF
217
HRT Financial
New York
$2.27M -$4.13M -60,443 -65%
GIBU
218
Gulf International Bank (UK)
United Kingdom
$2.25M +$419K +6,126 +23%
AG
219
Ascent Group
Virginia
$2.23M -$1.24M -16,630 -36%
VWA
220
V Wealth Advisors
Kansas
$2.21M +$582K +8,506 +36%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$2.21M +$328K +4,799 +17%
BW
222
Bison Wealth
Georgia
$2.2M +$50.8K +743 +2%
SOAMC
223
Spirit of America Management Corp
New York
$2.2M +$300K +4,390 +16%
SIA
224
SeaBridge Investment Advisors
New Jersey
$2.18M -$125K -1,826 -5%
DnB Asset Management
225
DnB Asset Management
Norway
$2.07M -$83.7K -1,225 -4%
7 8
9
10 11