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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
SPC
301
Sigma Planning Corp
Michigan
$3.29M +$159K +2,315 +5%
Mackenzie Financial
302
Mackenzie Financial
Ontario, Canada
$3.29M +$1.07M +15,544 +51%
PCM
303
Pennsylvania Capital Management
Pennsylvania
$3.26M +$2.35M +34,215 +302%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$3.2M +$866K +12,600 +39%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$3.14M +$2M +29,036 +174%
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$3.11M +$878K +12,770 +42%
Jane Street
307
Jane Street
New York
$3.08M -$1.66M -24,153 -36%
AIP
308
Ameritas Investment Partners
Nebraska
$3.07M +$26.1K +380 +0.9%
QC
309
Quadrature Capital
United Kingdom
$3.06M +$495K +7,203 +20%
FNBOO
310
First National Bank of Omaha
Nebraska
$3.06M +$194K +2,825 +7%
IWP
311
Icon Wealth Partners
Texas
$3.04M +$336K +4,890 +13%
GI
312
GAMCO Investors
Connecticut
$3.01M -$128K -1,860 -4%
EMPI
313
Elo Mutual Pension Insurance
Finland
$3M +$1.13M +16,402 +64%
PRWA
314
Platte River Wealth Advisors
Colorado
$2.97M +$1.16M +16,902 +68%
CTI
315
Community Trust & Investment
Kentucky
$2.91M +$77.1K +1,121 +3%
CG
316
Colony Group
Massachusetts
$2.89M -$65.3K -949 -2%
PA
317
PFG Advisors
Arizona
$2.87M -$44.8K -651 -2%
GCWM
318
Graham Capital Wealth Management
District of Columbia
$2.84M +$2.72M +39,511 New
SAM
319
Synergy Asset Management
Washington
$2.83M +$668K +9,709 +33%
KC
320
Kinloch Capital
Virginia
$2.78M +$234K +3,398 +10%
DC
321
Davenport & Co
Virginia
$2.72M -$114K -1,659 -4%
Wealthfront Advisers
322
Wealthfront Advisers
California
$2.71M +$105K +1,528 +4%
CL
323
COWA LLC
Oklahoma
$2.71M -$5.23M -75,992 -39%
CCP
324
Corient Capital Partners
California
$2.7M +$371K +5,395 +17%
MA
325
Mutual Advisors
Nebraska
$2.7M +$370K +5,380 +17%

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.