W.P. Carey
785 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, 331 increasing their positions, 206 reducing their positions, and 55 closing their positions.
141% more call options, than puts
Call options by funds: $97.8M | Put options by funds: $40.6M
61% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 206
51% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 55
2% more funds holding
Funds holding: 766 → 785 (+19)
1% more capital invested
Capital invested by funds: $9.29B → $9.36B (+$73.9M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.36% less ownership
Funds ownership: 62.14% → 61.78% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$110M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$79.6M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$41.2M |
| 4 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$21.4M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$66.9M |
| 2 |
RGREA
Ranger Global Real Estate Advisors
Denver,
Colorado
|
-$52.1M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$33.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$31.5M |
| 5 |
Goldman Sachs
New York
|
-$26.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAM
826
Delta Asset Management
Memphis,
Tennessee
| – | -$21K | -265 | Closed |
|
|
FFG
827
Ford Financial Group
Fresno,
California
| – | -$19 | -237 | Closed |
|
|
SFM
828
Signet Financial Management
Parsippany,
New Jersey
| – | -$13K | -167 | Closed |
|
829
Jones Financial Companies
Des Peres,
Missouri
| – | -$13K | -163 | Closed |
|
|
NICM
830
Neo Ivy Capital Management
New York
| – | -$11K | -137 | Closed |
|
|
VRM
831
Vectors Research Management
New York
| – | -$8K | -102 | Closed |
|
|
ONST
832
Old North State Trust
Greensboro,
North Carolina
| – | -$7K | -92 | Closed |
|
|
WWMSC
833
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$6K | -77 | Closed |
|
|
FCA
834
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$5K | -64 | Closed |
|
|
FPWM
835
FSB Premier Wealth Management
Waterloo,
Iowa
| – | -$5K | -62 | Closed |
|
|
MPWT
836
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -22 | Closed |
|
|
EBA
837
Eagle Bay Advisors
New York
| – | -$1K | -12 | Closed |
|
WPC Hedge Fund Activity: Q1 2022 in Review
785 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2022, worth a combined $9.36B — up 0.79% from $9.29B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new WPC positions and 55 closed out — a net gain of 28 holders — while 331 added to existing stakes and 206 trimmed.
The largest buyer was State Street, adding an estimated $110M. The largest seller was Brookfield Corp, exiting entirely with an estimated $66.9M sold.
- 785 institutional investors held W.P. Carey (WPC) as of Q1 2022, up from 766 in Q4 2021.
- Funds reported $9.36B of W.P. Carey stock for Q1 2022, up 0.79% quarter-over-quarter.
- 83 funds opened new W.P. Carey positions in Q1 2022 and 55 closed out, a net change of +28 holders.
- The largest W.P. Carey buyer in Q1 2022 was State Street, an estimated $110M added.
- The largest W.P. Carey seller in Q1 2022 was Brookfield Corp, an estimated $66.9M sold.
Based on aggregated 13F filings for Q1 2022.