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Realty Income

1,090 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 513 increasing their positions, 305 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $238M | Put options by funds: $96.1M

68% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 305

4.18% more ownership

Funds ownership: 78.01%82.2% (+4.2%)

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $32.2B → $33.7B (+$1.57B)

1% less funds holding

Funds holding: 1,0991,090 (-9)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,090
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.36%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
513
Reduced
305
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
226
Beacon Financial Group
Texas
$5.4M -$32.3K -470 -0.6%
LMIM
227
Lockheed Martin Investment Management
Maryland
$5.29M -$123K -1,790 -2%
PDN
228
Pensionfund DSM Netherlands
Netherlands
$5.28M
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$5.16M +$732K +10,658 +16%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$5.14M -$2.35M -34,232 -31%
TC
231
TownSquare Capital
Utah
$5M +$213K +3,095 +4%
HCMT
232
Highland Capital Management (Tennessee)
Tennessee
$4.96M -$21.3K -310 -0.4%
RWM
233
Rench Wealth Management
Texas
$4.89M +$63.5K +925 +1%
HAS
234
HBW Advisory Services
California
$4.77M +$2.44M +35,525 +103%
PAM
235
Private Asset Management
California
$4.73M +$201K +2,920 +4%
II
236
Inspire Investing
Idaho
$4.72M -$44.7K -651 -0.9%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$4.68M -$1.29M -18,771 -21%
MML Investors Services
238
MML Investors Services
Massachusetts
$4.67M +$81.6K +1,188 +2%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$4.65M +$90.6K +1,319 +2%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$4.63M +$295K +4,298 +7%
SLAM
241
Swiss Life Asset Management
$4.59M -$1.68M -24,488 -27%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$4.57M +$961K +13,984 +26%
LWM
243
Loveless Wealth Management
Montana
$4.47M +$10.2K +148 +0.2%
JMPWA
244
JP Morgan Private Wealth Advisors
California
$4.36M -$3.4M -49,544 -44%
MLICM
245
Metropolitan Life Insurance Company (MetLife)
New York
$4.29M -$354K -5,159 -8%
PHK
246
Point72 Hong Kong
Hong Kong
$4.27M -$1.62M -23,518 -27%
DCM
247
Dupont Capital Management
Delaware
$4.19M -$1.36M -19,763 -24%
OAM
248
Oppenheimer Asset Management
New York
$4.19M +$243K +3,535 +6%
AWM
249
AE Wealth Management
Kansas
$4.13M +$111K +1,609 +3%
MIM
250
Marco Investment Management
Georgia
$4.08M +$209K +3,046 +5%

O Hedge Fund Activity: Q2 2022 in Review

1,090 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2022, worth a combined $33.7B — up 4.9% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new O positions and 88 closed out — a net gain of 8 holders — while 513 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was Glendon Capital Management, cutting an estimated $106M.

  • 1,090 institutional investors held Realty Income (O) as of Q2 2022, down from 1,099 in Q1 2022.
  • Funds reported $33.7B of Realty Income stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 96 funds opened new Realty Income positions in Q2 2022 and 88 closed out, a net change of +8 holders.
  • The largest Realty Income buyer in Q2 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Realty Income seller in Q2 2022 was Glendon Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.