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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 %
DADC
326
D.A. Davidson & Co
Montana
$966K 11,953 +859 +8%
SPC
327
Sigma Planning Corp
Michigan
$965K 11,938 +69 +0.6%
VIM
328
Vista Investment Management
Pennsylvania
$964K 11,919 +8 +0.1%
YCM
329
Yousif Capital Management
Michigan
$950K 11,757 +679 +6%
FC
330
FORA Capital
Florida
$947K 11,515 +4,614 +67%
CFG
331
Cooper Financial Group
California
$945K 11,688 -679 -5%
OPA
332
Old Port Advisors
Maine
$937K 11,436 +127 +1%
MA
333
MKT Advisors
California
$928K 12,113 +39 +0.3%
WA
334
Wambolt & Associates
Colorado
$926K 11,304 -651 -5%
D.E. Shaw & Co
335
D.E. Shaw & Co
New York
$920K 11,380 +6,935 +156%
CQS
336
Credential Qtrade Securities
$909K 11,243 +11,243 New
MLICM
337
Metropolitan Life Insurance Company (MetLife)
New York
$903K 11,168 -4,801 -30%
AIL
338
AGF Investments LLC
Ontario, Canada
$902K 11,160 +10,689 +2,269%
FFN
339
Focus Financial Network
Minnesota
$887K 10,831 +8,050 +289%
SC
340
Sawyer & Company
Massachusetts
$881K 10,895 – –
HPM
341
Hudson Portfolio Management
New York
$877K 10,845 – –
ASN
342
Advisory Services Network
Georgia
$853K 10,556 +1,051 +11%
FCCM
343
First City Capital Management
Georgia
$842K 10,417 – –
KBC Group
344
KBC Group
Belgium
$842K 10,410 – –
FNBOMD
345
First National Bank of Mount Dora
Florida
$841K 10,400 – –
AWM
346
Apollon Wealth Management
South Carolina
$834K 10,322 +224 +2%
VAS
347
Vestmark Advisory Solutions
Massachusetts
$823K 10,177 +1,186 +13%
EIA
348
Eldridge Investment Advisors
New Hampshire
$816K 10,100 – –
PA
349
PFG Advisors
Arizona
$814K 10,068 +7,158 +246%
IWP
350
Insight Wealth Partners
Texas
$810K 10,014 – –
12 13
14
15 16