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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
Rafferty Asset Management
351
Rafferty Asset Management
New York
$2.12M +$322K +4,681 +19%
JIP
352
Jaffetilchin Investment Partners
Florida
$2.11M -$11.3K -164 -0.6%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$2.1M -$1.85M -26,881 -48%
ECM
354
ExodusPoint Capital Management
New York
$2.1M -$4.46M -64,912 -69%
BCM
355
Beck Capital Management
Texas
$2.1M +$786K +11,430 +64%
BA
356
Bridgewater Associates
Connecticut
$2.09M +$2.01M +29,179 New
GLA
357
Great Lakes Advisors
Illinois
$2.04M -$83.1K -1,208 -4%
FMC
358
First Merchants Corp
Indiana
$2.02M +$82.1K +1,194 +4%
HCM
359
Hutner Capital Management
Vermont
$2.02M -$33.1K -482 -2%
Robeco Institutional Asset Management
360
Robeco Institutional Asset Management
Netherlands
$2.01M +$1.77M +25,748 +1,080%
NMIMC
361
Northwestern Mutual Investment Management Company
Wisconsin
$2M +$493K +7,175 +34%
BCM
362
Brookstone Capital Management
Illinois
$2M +$136K +1,982 +8%
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$1.98M -$60.7K -883 -3%
SAM
364
Shell Asset Management
Netherlands
$1.98M +$444K +6,452 +31%
EI
365
Ethic Inc
New York
$1.96M +$1.09M +15,922 +139%
First Manhattan
366
First Manhattan
New York
$1.93M -$109K -1,591 -6%
EOJOAM
367
E. Ohman J:or Asset Management
Sweden
$1.92M +$587K +8,534 +47%
IIA
368
ICW Investment Advisors
Arizona
$1.92M +$23.8K +346 +1%
SRC
369
Shufro Rose & Co
New York
$1.89M +$114K +1,665 +7%
PSUF
370
People's United Financial
Connecticut
$1.87M +$1.79M +26,081 New
RFC
371
Regions Financial Corp
Alabama
$1.86M +$1.23M +17,854 +221%
WS
372
Wedbush Securities
California
$1.85M -$35.3K -514 -2%
PI
373
PineBridge Investments
New York
$1.85M +$1.78M +25,853 New
CB
374
Commerce Bank
Missouri
$1.85M +$70.6K +1,026 +4%
CTA
375
Colonial Trust Advisors
South Carolina
$1.84M +$219K +3,178 +14%

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.