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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
CWS
376
Confluence Wealth Services
Pennsylvania
$1.81M +$1.74M +25,319 New
GAM
377
Griffin Asset Management
New York
$1.79M +$8.87K +129 +0.5%
CAM
378
Cozad Asset Management
Illinois
$1.77M -$54.8K -797 -3%
TAF
379
Tredje AP-fonden
Sweden
$1.77M +$1.7M +24,703 New
BFS
380
Bard Financial Services
Connecticut
$1.74M +$179K +2,601 +12%
NCA
381
New Century Advisors
Maryland
$1.72M +$1.65M +24,050 New
IWM
382
IHT Wealth Management
Illinois
$1.7M +$1.04M +15,078 +173%
DILIC
383
Dai-ichi Life Insurance Company
Japan
$1.69M +$89.5K +1,302 +6%
KPW
384
Kore Private Wealth
New York
$1.68M +$745K +10,832 +86%
ZB
385
Zions Bancorporation
Utah
$1.66M +$61.6K +896 +4%
LNC
386
Lincoln National Corp
Pennsylvania
$1.66M +$440K +6,396 +38%
CGH
387
Crossmark Global Holdings
Texas
$1.65M +$158K +2,302 +11%
PRC
388
Pearl River Capital
Michigan
$1.64M +$1.33M +19,324 +539%
RIM
389
Redwood Investment Management
Arizona
$1.64M +$1.57M +22,855 New
PAG
390
Private Advisory Group
Washington
$1.62M -$16.4K -239 -1%
SG
391
Stonnington Group
California
$1.61M +$108K +1,566 +7%
DSC
392
Duncker Streett & Co
Missouri
$1.6M -$47.1K -685 -3%
Wellington Management Group
393
Wellington Management Group
Massachusetts
$1.6M +$1.54M +22,371 New
WCBA
394
Weaver C. Barksdale & Associates
Tennessee
$1.6M +$1.54M +22,328 New
SWM
395
SeaCrest Wealth Management
New York
$1.58M +$70.3K +1,022 +5%
FNT
396
First National Trust
Pennsylvania
$1.57M -$247K -3,592 -14%
VWMG
397
Virginia Wealth Management Group
Virginia
$1.56M +$1.5M +21,756 New
RIG
398
Roosevelt Investment Group
New York
$1.55M +$613K +8,919 +70%
SF
399
Symphony Financial
Texas
$1.55M +$595K +8,658 +66%
RJT
400
Raymond James Trust
Florida
$1.54M +$10.5K +152 +0.7%

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.