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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 %
GCM
801
G2 Capital Management
Ohio
– – -5,000 Closed
PA
802
Procyon Advisors
Connecticut
– – -4,424 Closed
HH
803
Hilltop Holdings
Texas
– – -3,993 Closed
FCC
804
Flower City Capital
New York
– – -3,550 Closed
CRI
805
Colonial River Investments
Virginia
– – -3,455 Closed
CSPAM
806
Cary Street Partners Asset Management
Virginia
– – -2,759 Closed
MPM
807
MBB Public Markets
Illinois
– – -2,753 Closed
TC
808
Telemus Capital
Michigan
– – -2,568 Closed
RC
809
RegentAtlantic Capital
New Jersey
– – -2,539 Closed
CI
810
Clal Insurance
Israel
– – -1,940 Closed
RIA
811
Richwood Investment Advisors
Ohio
– – -1,703 Closed
CCM
812
Chilton Capital Management
Texas
– – -1,524 Closed
CA
813
CoreCap Advisors
Michigan
– – -1,107 Closed
TCOV
814
Trust Company of Vermont
Vermont
– – -900 Closed
MAM
815
Mystic Asset Management
Rhode Island
– – -615 Closed
CBT
816
CoreFirst Bank & Trust
Kansas
– – -330 Closed
OF
817
Outfitter Financial
Maine
– – -300 Closed
LWA
818
Lenox Wealth Advisors
New York
– – -286 Closed
DAM
819
Delta Asset Management
Tennessee
– – -260 Closed
FFG
820
Ford Financial Group
California
– – -232 Closed
SFM
821
Signet Financial Management
New Jersey
– – -164 Closed
Jones Financial Companies
822
Jones Financial Companies
Missouri
– – -160 Closed
FCAS
823
First Command Advisory Services
Texas
– – -146 Closed
NICM
824
Neo Ivy Capital Management
New York
– – -134 Closed
VRM
825
Vectors Research Management
New York
– – -100 Closed
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33
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