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Realty Income

1,105 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 480 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

82% more call options, than puts

Call options by funds: $174M | Put options by funds: $95.4M

66% more capital invested

Capital invested by funds: $19.6B → $32.6B (+$13B)

27% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 378

16% more funds holding

Funds holding: 9521,105 (+153)

0.76% more ownership

Funds ownership: 80.12%80.88% (+0.76%)

Holders
1,105
Holders Change
+153
Holders Change %
+16.07%
% of All Funds
17.01%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
480
Reduced
378
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Snowden Capital Advisors
New York
$4.81M -$490K -7,121 -10%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$4.78M +$4.59M +66,810 New
Renaissance Technologies
253
Renaissance Technologies
New York
$4.75M +$4.56M +66,325 New
TC
254
TownSquare Capital
Utah
$4.71M -$162K -2,354 -3%
LWM
255
Loveless Wealth Management
Montana
$4.71M -$113K -1,637 -2%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$4.68M +$1.38M +20,003 +44%
CSS
257
Cubist Systematic Strategies
Connecticut
$4.63M +$241K +3,502 +6%
MML Investors Services
258
MML Investors Services
Massachusetts
$4.59M +$160K +2,334 +4%
Natixis Advisors
259
Natixis Advisors
Massachusetts
$4.51M +$1.47M +21,405 +51%
PAG
260
Private Advisor Group
New Jersey
$4.43M -$802K -11,660 -16%
PAM
261
Private Asset Management
California
$4.42M +$56.7K +824 +1%
M&T Bank
262
M&T Bank
New York
$4.39M +$1.53M +22,291 +57%
SPIA
263
Steward Partners Investment Advisory
New York
$4.38M -$21.4K -311 -0.5%
NB
264
Norinchukin Bank
Japan
$4.37M +$1.23M +17,886 +41%
Mariner
265
Mariner
Kansas
$4.35M +$1.57M +22,886 +60%
Creative Planning
266
Creative Planning
Kansas
$4.34M -$288K -4,183 -6%
PS
267
Presima Securities
Quebec, Canada
$4.27M +$4.28M +62,200 New
BA
268
Baugh & Associates
Georgia
$4.26M -$133K -1,934 -3%
RA
269
Riverstone Advisors
Texas
$4.23M +$60.2K +876 +2%
FF
270
FourThought Financial
Florida
$4.21M +$773K +11,240 +24%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$4.17M +$1.45M +21,134 +57%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$4.16M -$107K -1,554 -3%
TSW
273
Thompson Siegel & Walmsley
Virginia
$4.12M +$1.12M +16,217 +39%
HIMCH
274
Hartford Investment Management Co (HIMCO)
Connecticut
$4.1M +$1.38M +20,124 +54%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$4.09M -$33.3K -484 -0.8%

O Hedge Fund Activity: Q4 2021 in Review

1,105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2021, worth a combined $32.6B — up 66% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new O positions and 75 closed out — a net gain of 169 holders — while 480 added to existing stakes and 378 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.84B. The largest seller was Millennium Management, cutting an estimated $60.6M.

  • 1,105 institutional investors held Realty Income (O) as of Q4 2021, up from 952 in Q3 2021.
  • Funds reported $32.6B of Realty Income stock for Q4 2021, up 66% quarter-over-quarter.
  • 244 funds opened new Realty Income positions in Q4 2021 and 75 closed out, a net change of +169 holders.
  • The largest Realty Income buyer in Q4 2021 was Cohen & Steers, an estimated $1.84B added.
  • The largest Realty Income seller in Q4 2021 was Millennium Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.