We are live on ! Find out more
O icon

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
EF
426
Empirical Finance
Pennsylvania
$1.36M +$30.3K +440 +2%
LWAC
427
Laurel Wealth Advisors (California)
California
$1.36M +$338K +4,921 +35%
Impax Asset Management Group
428
Impax Asset Management Group
United Kingdom
$1.35M +$1.3M +18,894 New
AAS
429
Ameritas Advisory Services
Nebraska
$1.35M +$1.3M +18,848 New
HH
430
Hilltop Holdings
Texas
$1.34M +$275K +4,005 +27%
MFW
431
Mosaic Family Wealth
Missouri
$1.34M -$17.1K -248 -1%
TIA
432
Tiemann Investment Advisors
California
$1.34M -$142K -2,066 -10%
SC
433
Scotia Capital
Ontario, Canada
$1.33M +$1.28M +18,631 New
MAM
434
Mystic Asset Management
Rhode Island
$1.33M +$1.28M +18,595 New
VI
435
Vestcor Inc
New Brunswick, Canada
$1.33M +$886K +12,891 +227%
MCC
436
Malaga Cove Capital
California
$1.32M -$40.6K -590 -3%
William Blair & Company
437
William Blair & Company
Illinois
$1.31M +$197K +2,870 +19%
Citadel Advisors
438
Citadel Advisors
Florida
$1.31M +$1.26M +18,279 New
SLG
439
Stanley-Laman Group
Pennsylvania
$1.31M +$1.26M +18,285 New
MC
440
Moors & Cabot
Massachusetts
$1.29M -$6.88K -100 -0.6%
ACG
441
Allen Capital Group
Nebraska
$1.29M -$39.6K -576 -3%
PO
442
Private Ocean
California
$1.29M -$70.7K -1,028 -5%
JG
443
Jefferies Group
New York
$1.29M -$10.6M -154,812 -90%
HCA
444
Harbour Capital Advisors
Virginia
$1.28M +$627K +9,124 +104%
AWM
445
Aevitas Wealth Management
Massachusetts
$1.27M +$208K +3,019 +20%
TFS
446
TrustCore Financial Services
Tennessee
$1.26M -$100K -1,455 -8%
Verition Fund Management
447
Verition Fund Management
Connecticut
$1.25M -$4.62M -67,205 -79%
AWMT
448
AAFMAA Wealth Management & Trust
North Carolina
$1.25M -$38.4K -559 -3%
VFG
449
V2 Financial group
Illinois
$1.25M +$888K +12,907 +288%
SWM
450
Spire Wealth Management
Virginia
$1.24M +$267K +3,887 +29%

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.