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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
AWM
376
Aevitas Wealth Management
Massachusetts
$1.67M +$27.4K +399 +2%
KWM
377
Kingsview Wealth Management
Oregon
$1.67M +$858K +12,493 +105%
ASN
378
Advisory Services Network
Georgia
$1.66M -$47.6K -693 -3%
UOC
379
UBS O'Connor
Illinois
$1.65M +$1.66M +24,121 New
BAM
380
Belpointe Asset Management
Nevada
$1.64M +$193K +2,807 +13%
WCBA
381
Weaver C. Barksdale & Associates
Tennessee
$1.64M +$97.3K +1,417 +6%
SG Americas Securities
382
SG Americas Securities
New York
$1.63M -$4.13M -60,096 -72%
SRC
383
Shufro Rose & Co
New York
$1.63M
BWM
384
BerganKDV Wealth Management
Minnesota
$1.62M +$8.52K +124 +0.5%
KPW
385
Kore Private Wealth
New York
$1.6M -$1.03K -15 -0.1%
IGWM
386
ICA Group Wealth Management
Colorado
$1.6M +$2.68K +39 +0.2%
AA
387
Altman Advisors
Illinois
$1.6M +$1.2M +17,524 +399%
TFS
388
TrustCore Financial Services
Tennessee
$1.58M +$6.32K +92 +0.4%
FIM
389
Freedom Investment Management
Connecticut
$1.56M +$396K +5,759 +34%
ACI
390
Alpha Cubed Investments
California
$1.55M +$114K +1,662 +8%
RA
391
RFG Advisory
Alabama
$1.51M +$42.4K +617 +3%
OPPTF
392
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.5M +$688K +10,009 +83%
NSIM
393
North Star Investment Management
Illinois
$1.5M +$72K +1,048 +5%
BSG
394
Black Swift Group
Colorado
$1.48M +$416K +6,050 +39%
LPIC
395
LeJeune Puetz Investment Counsel
Michigan
$1.46M
CAC
396
Core Alternative Capital
Georgia
$1.46M +$745K +10,843 +103%
Los Angeles Capital Management
397
Los Angeles Capital Management
California
$1.45M -$17M -247,492 -92%
BFA
398
Benedict Financial Advisors
Georgia
$1.45M +$47.1K +686 +3%
RIG
399
Roosevelt Investment Group
New York
$1.43M -$48.6K -708 -3%
FNB
400
Farmers National Bank
Kentucky
$1.42M -$1.03K -15 -0.1%

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.