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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 %
IHWM
751
Iron Horse Wealth Management
Iowa
$12K 150 +150 New
FCT
752
First Community Trust
Iowa
$10K 120 – –
Macquarie Group
753
Macquarie Group
Australia
$9.29K 120,178 +42,763 +55%
EARNEST Partners
754
EARNEST Partners
Georgia
$9K 114 – –
SWM
755
Sugarloaf Wealth Management
Georgia
$9K 114 +1 +0.9%
CHA
756
Carmichael Hill & Associates
Maryland
$8K 104 – –
CFN
757
Cordasco Financial Network
Florida
$8K 95 – –
PO
758
Private Ocean
California
$7K 92 – –
FA
759
Financial Avengers
California
$6K 72 +1 +1%
HWMA
760
Heritage Wealth Management (Arizona)
Arizona
$6K 80 +80 New
BWA
761
BDO Wealth Advisors
Florida
$5K 57 – –
CFO
762
CVA Family Office
Colorado
$5K 60 – –
ZB
763
Zions Bancorporation
Utah
$5K 67 – –
NL
764
NVWM LLC
Pennsylvania
$4K 48 +48 New
WTA
765
Washington Trust Advisors
Massachusetts
$3K 36 – –
IA
766
IFS Advisors
Kansas
$3K 48 – –
CHC
767
City Holding Co
West Virginia
$3K 43 – –
NIC
768
Northwest Investment Counselors
Oregon
$3K 38 +38 New
RMC
769
Resources Management Corp
Connecticut
$2K 20 – –
DWA
770
Delos Wealth Advisors
Texas
$2K 26 – –
EAM
771
Eukles Asset Management
Ohio
$2K 30 – –
OLVIG
772
Oliver Lagore Vanvalin Investment Group
Michigan
$2K 20 +20 New
ED
773
Exane Derivatives
France
$1.37K 17 +17 New
VNA
774
Valley National Advisers
Pennsylvania
$1K 18 – –
FHA
775
First Horizon Advisors
Tennessee
$1K 11 +6 +120%
29 30
31
32 33