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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 %
FPAS
576
Focus Partners Advisor Solutions
Missouri
$261K 3,215 +676 +27%
PFA
577
Pure Financial Advisors
California
$259K 3,209 – –
WC
578
Woodstock Corp
Massachusetts
$257K 3,176 – –
SB
579
Strategic Blueprint
Georgia
$256K 3,173 +310 +11%
UL
580
Unionview LLC
Washington
$255K 3,156 – –
CAGAS
581
Capital Advisory Group Advisory Services
Minnesota
$255K 3,157 +525 +20%
SS
582
Simplicity Solutions
Minnesota
$252K 3,112 -2,396 -44%
LWP
583
Legacy Wealth Planning
Nevada
$252K 3,119 +3,119 New
KeyBank National Association
584
KeyBank National Association
Ohio
$251K 3,108 +130 +4%
QC
585
Quadrature Capital
United Kingdom
$251K 3,111 +3,111 New
CI Investments Inc
586
CI Investments Inc
Ontario, Canada
$250K 3,098 – –
DTL
587
Dynamic Technology Lab
Singapore
$249K 3,074 +3,074 New
SWM
588
Spire Wealth Management
Virginia
$248K 3,061 -5 -0.2%
IA
589
IndexIQ Advisors
New York
$246K 3,041 -100 -3%
CFD
590
Creative Financial Designs
Indiana
$245K 3,031 -827 -21%
AIA
591
Allied Investment Advisors
Montana
$244K 3,020 – –
APP
592
Avantax Planning Partners
Iowa
$240K 2,975 +350 +13%
VI
593
Vestcor Inc
New Brunswick, Canada
$238K 2,946 +664 +29%
FCG
594
Financial Connections Group
California
$237K 2,935 – –
AAS
595
Annex Advisory Services
Wisconsin
$237K 2,926 +193 +7%
MCM
596
MAI Capital Management
Ohio
$235K 2,910 +2,910 New
Simplex Trading
597
Simplex Trading
Illinois
$231K 2,868 -16,474 -85%
LRWA
598
Long Run Wealth Advisors
New York
$231K 2,856 -144 -5%
IAN
599
Integrated Advisors Network
Texas
$231K 2,860 +2,860 New
IRF
600
IBM Retirement Fund
New York
$230K 2,847 -154 -5%
22 23
24
25 26