W.P. Carey
787 hedge funds and large institutions have $9.37B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 332 increasing their positions, 207 reducing their positions, and 54 closing their positions.
141% more call options, than puts
Call options by funds: $97.8M | Put options by funds: $40.6M
60% more repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 207
54% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 54
3% more funds holding
Funds holding: 767 → 787 (+20)
1% more capital invested
Capital invested by funds: $9.31B → $9.37B (+$66.6M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.37% less ownership
Funds ownership: 62.14% → 61.77% (-0.37%)
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 |
WPC Hedge Fund Activity: Q1 2022 in Review
787 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q1 2022, worth a combined $9.37B — up 0.72% from $9.31B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new WPC positions and 54 closed out — a net gain of 29 holders — while 332 added to existing stakes and 207 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.
- 787 institutional investors held W.P. Carey (WPC) as of Q1 2022, up from 767 in Q4 2021.
- Funds reported $9.37B of W.P. Carey stock for Q1 2022, up 0.72% quarter-over-quarter.
- 83 funds opened new W.P. Carey positions in Q1 2022 and 54 closed out, a net change of +29 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.