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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 %
AB
276
Amalgamated Bank
New York
$1.48M 18,275 -1,013 -5%
CG
277
Colony Group
Massachusetts
$1.48M 18,272 +157 +0.9%
AF
278
Amalgamated Financial
New York
$1.48M 18,275 +18,275 New
RIM
279
Redpoint Investment Management
Australia
$1.47M 18,125 +300 +2%
TCWM
280
Total Clarity Wealth Management
Illinois
$1.41M 17,483 +293 +2%
IWC
281
Integrated Wealth Concepts
Massachusetts
$1.41M 17,464 +436 +3%
AOWM
282
Alpha Omega Wealth Management
Virginia
$1.4M 17,373 -280 -2%
TA
283
Tectonic Advisors
Texas
$1.4M 17,345 +3,292 +23%
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$1.4M 17,321 +1,301 +8%
VPIM
285
Vanguard Personalized Indexing Management
California
$1.37M 16,942 -4,000 -19%
MCCP
286
Mission Creek Capital Partners
California
$1.36M 16,779 +287 +2%
RPSA
287
Richard P. Slaughter Associates
Texas
$1.31M 16,235 +764 +5%
YIH
288
Y-Intercept (HK)
Hong Kong
$1.29M 15,905 -3,862 -20%
AAP
289
Arax Advisory Partners
Colorado
$1.28M 15,887 +4,761 +43%
JCM
290
Jag Capital Management
Missouri
$1.28M 18,061 -6,896 -28%
JC
291
JB Capital
Connecticut
$1.28M 15,770 -3,508 -18%
TYCC
292
Texas Yale Capital Corp
Florida
$1.25M 15,442 -1,068 -6%
EH
293
Equitable Holdings
New York
$1.25M 15,430 +1,135 +8%
FFA
294
Founders Financial Alliance
North Carolina
$1.22M 15,053 -526 -3%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$1.21M 14,905 +14,905 New
WBC
296
Westpac Banking Corp
Australia
$1.2M 14,790 – –
FPW
297
Flagship Private Wealth
Massachusetts
$1.19M 14,771 -3,486 -19%
EWA
298
EP Wealth Advisors
California
$1.18M 14,651 -1,417 -9%
EMPI
299
Elo Mutual Pension Insurance
Finland
$1.18M 14,651 +1,416 +11%
SI
300
Stephens Inc
Arkansas
$1.16M 14,331 -210 -1%
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12
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