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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 Holding Trade Value Shares
Change 		Shares
Change %
SSG
476
Summit Securities Group
New York
$396K +$396K +5,003 New
KFA
477
Krane Funds Advisors
New York
$393K +$393K +4,962 New
IP
478
Ignite Planners
California
$390K +$17.7K +212 +5%
KA
479
Kercheville Advisors
Texas
$388K +$20.2K +255 +5%
DI
480
Diligent Investors
California
$387K -$55.8K -705 -13%
PWA
481
Physician Wealth Advisors
Utah
$385K – – –
NB
482
Norinchukin Bank
Japan
$384K +$35.4K +447 +10%
SWG
483
Summit Wealth Group
Vermont
$383K – – –
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$378K +$18.5K +234 +5%
RCM
485
Raleigh Capital Management
North Carolina
$378K +$47.1K +594 +14%
CPO
486
Cerity Partners OCIO
New York
$375K +$1.82K +23 +0.5%
ACM
487
Avalon Capital Management
California
$375K +$8.93K +113 +2%
CFGS
488
Concourse Financial Group Securities
Alabama
$374K -$41.6K -518 -10%
CWG
489
Cornerstone Wealth Group
North Carolina
$370K -$22K -278 -6%
PCM
490
Parsons Capital Management
Rhode Island
$368K -$16.2K -204 -4%
QT
491
Quantbot Technologies
New York
$366K +$366K +4,624 New
MYLI
492
Meiji Yasuda Life Insurance
Japan
$365K -$145K -1,825 -28%
BCM
493
Beck Capital Management
Texas
$365K +$365K +4,606 New
DAC
494
Dividend Assets Capital
South Carolina
$364K – – –
TRCT
495
Tower Research Capital (TRC)
New York
$362K -$340K -4,286 -48%
GC
496
Gilbert & Cook
Iowa
$362K +$12.5K +158 +4%
FC
497
FCA Corp
Texas
$361K – – –
ACI
498
Alpha Cubed Investments
California
$360K – – –
Lido Advisors
499
Lido Advisors
California
$360K +$44.5K +563 +14%
Walleye Trading
500
Walleye Trading
New York
$359K +$359K +4,530 New
18 19
20
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