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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Holocene Advisors
226
Holocene Advisors
New York
$2.14M 26,420 – –
Group One Trading
227
Group One Trading
Illinois
$2.14M 26,405 +17,884 +210%
GIBU
228
Gulf International Bank (UK)
United Kingdom
$2.1M 26,003 – –
WA
229
Wealthstar Advisors
Texas
$2.09M 25,845 +55 +0.2%
MC
230
Moors & Cabot
Massachusetts
$2.09M 25,840 +1,603 +7%
Russell Investments Group
231
Russell Investments Group
United Kingdom
$2.08M 25,746 -21,932 -46%
Jane Street
232
Jane Street
New York
$2.08M 25,713 +17,150 +200%
II
233
Inspire Investing
Idaho
$2.05M 25,346 -2,226 -8%
ABC
234
Associated Banc-Corp
Wisconsin
$2.01M 24,800 – –
PAM
235
Panagora Asset Management
Massachusetts
$1.97M 24,399 +7,849 +47%
SOAMC
236
Spirit of America Management Corp
New York
$1.96M 24,290 – –
SDIC
237
South Dakota Investment Council
South Dakota
$1.96M 24,234 +24,234 New
TC
238
Truvestments Capital
Florida
$1.95M 24,078 +1,712 +8%
HCA
239
Horan Capital Advisors
Ohio
$1.94M 23,969 +338 +1%
WSC
240
Wellington Shields & Co
New York
$1.93M 23,852 +4,550 +24%
GCP
241
GSA Capital Partners
United Kingdom
$1.92M 23,725 +23,725 New
MIAN
242
Mariner Independent Advisor Network
Kansas
$1.88M 23,278 +527 +2%
BMA
243
Brooks Moore & Associates
Tennessee
$1.85M 22,895 +1,550 +7%
Principal Financial Group
244
Principal Financial Group
Iowa
$1.85M 22,885 +6,028 +36%
Wellington Management Group
245
Wellington Management Group
Massachusetts
$1.83M 22,664 -353 -2%
Allspring Global Investments
246
Allspring Global Investments
North Carolina
$1.81M 22,439 +2,805 +14%
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$1.8M 22,295 +881 +4%
AWA
248
Arete Wealth Advisors
Illinois
$1.79M 22,083 +659 +3%
AI
249
Atria Investments
North Carolina
$1.77M 21,915 +2,130 +11%
M&T Bank
250
M&T Bank
New York
$1.75M 21,642 +1,976 +10%
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