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W.P. Carey
WPC

Overview Fund Activity

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$263M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$563M
3
Deutsche Bank
3
Deutsche Bank
Germany
$155M
4
RC
4
Resolution Capital
Australia
$101M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$95.2M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$886K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
AAMU
3
APG Asset Management US
New York
$85.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$25.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$66M 795,993 +357,528 +82%
Goldman Sachs
27
Goldman Sachs
New York
$63M 759,738 +338,941 +81%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$58.6M 707,178 +16,492 +2%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$58.3M 702,610 +676,864 +2,629%
LPL Financial
30
LPL Financial
California
$54M 651,577 +15,902 +3%
Wells Fargo
31
Wells Fargo
California
$46.5M 561,765 -27,909 -5%
ORIO
32
Old Republic International (ORI)
Illinois
$43.3M 522,000 – –
ZIM
33
Zacks Investment Management
Illinois
$42.2M 509,023 +31,913 +7%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$40.6M 489,961 -87,970 -15%
Bank of America
35
Bank of America
North Carolina
$39.6M 478,434 +41,671 +10%
Allianz Asset Management
36
Allianz Asset Management
Germany
$38.4M 463,654 +4,076 +0.9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$36.1M 435,358 +116,041 +36%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.6M 417,415 -25,050 -6%
Asset Management One
39
Asset Management One
Japan
$34.6M 417,409 -35,780 -8%
ACM
40
Advisors Capital Management
New Jersey
$34.2M 412,781 -131,547 -24%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$33.5M 404,650 +39,800 +11%
Renaissance Technologies
42
Renaissance Technologies
New York
$31.3M 377,200 +133,400 +55%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$30.6M 369,389 -4,210 -1%
RJA
44
Raymond James & Associates
Florida
$29.5M 355,953 +20,433 +6%
Osaic Holdings
45
Osaic Holdings
Arizona
$29.3M 352,808 +7,693 +2%
Invesco
46
Invesco
Georgia
$26.7M 322,713 +45,566 +16%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$25.8M 311,740 -221,900 -42%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$25.8M 311,559 +8,664 +3%
BAM
49
Berkshire Asset Management
Pennsylvania
$25.3M 304,982 +13,165 +5%
CS
50
Credit Suisse
Switzerland
$24.7M 297,976 -35,042 -11%
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