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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
SPIA
276
Steward Partners Investment Advisory
New York
$3.38M +$100K +1,456 +3%
PA
277
PFG Advisors
Arizona
$3.38M +$161K +2,339 +5%
UCFA
278
United Capital Financial Advisors
Texas
$3.37M -$103K -1,501 -3%
GIA
279
Gladstone Institutional Advisory
Florida
$3.37M +$255K +3,715 +8%
WBC
280
Westpac Banking Corp
Australia
$3.36M +$84.8K +1,234 +3%
X
281
Xponance
Pennsylvania
$3.35M +$846K +12,311 +33%
MHS
282
M Holdings Securities
Oregon
$3.33M -$16.5K -240 -0.5%
IWA
283
IBEX Wealth Advisors
New Jersey
$3.29M +$3.32M +48,265 New
AWM
284
Atticus Wealth Management
Florida
$3.23M +$410K +5,967 +14%
AC
285
Allstate Corporation
Illinois
$3.2M -$849K -12,358 -21%
EMPI
286
Elo Mutual Pension Insurance
Finland
$3.18M +$145K +2,105 +5%
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$3.16M +$202K +2,941 +7%
RA
288
Riverstone Advisors
Texas
$3.14M -$51.2K -746 -2%
CTI
289
Community Trust & Investment
Kentucky
$3.12M +$54.2K +789 +2%
S
290
Seeyond
France
$3.09M -$1.99K -29 -0.1%
TRCT
291
Tower Research Capital (TRC)
New York
$3.09M -$6.85M -99,783 -69%
PRWA
292
Platte River Wealth Advisors
Colorado
$3.06M -$46.8K -681 -1%
KRS
293
Kentucky Retirement Systems
Kentucky
$3.05M +$590K +8,588 +24%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$3M -$92K -1,339 -3%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$2.99M -$120K -1,750 -4%
ACIM
296
Azimuth Capital Investment Management
Michigan
$2.99M +$3.01M +43,779 New
KC
297
Kinloch Capital
Virginia
$2.98M +$178K +2,595 +6%
SAM
298
Synergy Asset Management
Washington
$2.98M -$440K -6,402 -13%
Wealthfront Advisers
299
Wealthfront Advisers
California
$2.94M +$392K +5,706 +15%
Robeco Institutional Asset Management
300
Robeco Institutional Asset Management
Netherlands
$2.92M +$326K +4,740 +12%

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.