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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 %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$46.2M 577,931 +22,223 +4%
ACM
27
Advisors Capital Management
New Jersey
$44M 544,328 +44,439 +9%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$43.1M 533,640 -218,000 -29%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$42.5M 525,523 +525,523 New
ORIO
30
Old Republic International (ORI)
Illinois
$42.2M 522,000 – –
ZIM
31
Zacks Investment Management
Illinois
$38.6M 477,110 +32,489 +7%
Allianz Asset Management
32
Allianz Asset Management
Germany
$37.2M 459,578 +141,641 +45%
Asset Management One
33
Asset Management One
Japan
$36.6M 453,189 -12,618 -3%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.8M 442,465 +170,154 +62%
Barclays
35
Barclays
United Kingdom
$35.4M 438,465 +38,190 +10%
Bank of America
36
Bank of America
North Carolina
$35.3M 436,763 -55,141 -11%
Goldman Sachs
37
Goldman Sachs
New York
$34M 420,797 -342,089 -45%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$30.2M 373,599 -22,321 -6%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$29.5M 364,850 +30,993 +9%
Deutsche Bank
40
Deutsche Bank
Germany
$27.3M 338,138 +58,498 +21%
RJA
41
Raymond James & Associates
Florida
$27.1M 335,520 +95,476 +40%
CS
42
Credit Suisse
Switzerland
$26.9M 333,018 -14,500 -4%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$26.1M 327,373 +27,316 +9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$25.8M 319,317 -633 -0.2%
PS
45
Presima Securities
Quebec, Canada
$25.7M 318,300 -133,700 -30%
Osaic Holdings
46
Osaic Holdings
Arizona
$25.7M 345,115 -19,344 -5%
AllianceBernstein
47
AllianceBernstein
Tennessee
$25M 309,548 +134,955 +77%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$24.5M 302,895 -16,329 -5%
Citigroup
49
Citigroup
New York
$24.3M 301,049 -37,135 -11%
BAM
50
Berkshire Asset Management
Pennsylvania
$23.6M 291,817 +7,200 +3%
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