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Realty Income

929 hedge funds and large institutions have $18.6B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 434 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 230

84% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 68

17% more call options, than puts

Call options by funds: $125M | Put options by funds: $107M

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.7B)

6% more funds holding

Funds holding: 877929 (+52)

3.39% more ownership

Funds ownership: 73.48%76.87% (+3.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
929
Holders Change
+52
Holders Change %
+5.93%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
434
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
326
Mackenzie Financial
Ontario, Canada
$1.49M -$46.3K -705 -3%
Wealthfront Advisers
327
Wealthfront Advisers
California
$1.49M +$315K +4,794 +26%
Wolverine Trading
328
Wolverine Trading
Illinois
$1.49M +$636K +9,684 +75%
CAM
329
Cresset Asset Management
Illinois
$1.48M +$663K +10,090 +80%
Tudor Investment Corp
330
Tudor Investment Corp
Connecticut
$1.46M +$1.12M +16,974 +306%
KRS
331
Kentucky Retirement Systems
Kentucky
$1.45M -$68.7K -1,046 -4%
BWM
332
BerganKDV Wealth Management
Minnesota
$1.45M -$9.66K -147 -0.7%
Robeco Institutional Asset Management
333
Robeco Institutional Asset Management
Netherlands
$1.45M +$82.1K +1,249 +6%
SG
334
Stonnington Group
California
$1.45M -$39.3K -598 -3%
BCM
335
Brookstone Capital Management
Illinois
$1.45M +$1.43M +21,778 New
DILIC
336
Dai-ichi Life Insurance Company
Japan
$1.44M
CSIC
337
Clifford Swan Investment Counsel
California
$1.42M
Los Angeles Capital Management
338
Los Angeles Capital Management
California
$1.41M
CIC
339
Cornercap Investment Counsel
Georgia
$1.39M -$14.5K -221 -1%
SI
340
Stephens Inc
Arkansas
$1.39M +$759K +11,559 +116%
MCWS
341
McKinley Carter Wealth Services
West Virginia
$1.39M +$66.4K +1,010 +5%
WorldQuant Millennium Advisors
342
WorldQuant Millennium Advisors
New York
$1.39M +$1.41M +21,451 New
ACI
343
Alpha Cubed Investments
California
$1.38M -$50.1K -763 -3%
IA
344
IFP Advisors
Florida
$1.37M +$49.9K +759 +4%
BFS
345
Bard Financial Services
Connecticut
$1.37M +$107K +1,625 +8%
DAM
346
Derbend Asset Management
Georgia
$1.36M +$1.38M +21,057 New
SAM
347
Shell Asset Management
Netherlands
$1.36M -$208K -3,165 -13%
TIA
348
Tiemann Investment Advisors
California
$1.36M +$131 +2 +0%
JG
349
Jefferies Group
New York
$1.35M +$1.38M +20,950 New
FC
350
FORA Capital
Florida
$1.35M +$890K +13,548 +184%

O Hedge Fund Activity: Q2 2021 in Review

929 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new O positions and 68 closed out — a net gain of 57 holders — while 434 added to existing stakes and 230 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $201M. The largest seller was Resolution Capital, exiting entirely with an estimated $247M sold.

  • 929 institutional investors held Realty Income (O) as of Q2 2021, up from 877 in Q1 2021.
  • Funds reported $18.6B of Realty Income stock for Q2 2021, up 10% quarter-over-quarter.
  • 125 funds opened new Realty Income positions in Q2 2021 and 68 closed out, a net change of +57 holders.
  • The largest Realty Income buyer in Q2 2021 was APG Asset Management US, an estimated $201M added.
  • The largest Realty Income seller in Q2 2021 was Resolution Capital, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2021.