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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$181M -$88.6M -1,290,168 -33%
Swiss National Bank
27
Swiss National Bank
Switzerland
$175M +$7.85M +114,200 +5%
American Century Companies
28
American Century Companies
Missouri
$174M +$174M +2,536,813 +13,244%
Principal Financial Group
29
Principal Financial Group
Iowa
$172M +$6.4M +93,197 +4%
N
30
Nuveen
North Carolina
$169M +$20.9M +304,303 +14%
ProShare Advisors
31
ProShare Advisors
Maryland
$165M -$2.92M -42,511 -2%
Goldman Sachs
32
Goldman Sachs
New York
$120M +$6.66M +96,972 +6%
Ameriprise
33
Ameriprise
Minnesota
$114M +$2.51M +36,483 +2%
UBS Group
34
UBS Group
Switzerland
$109M +$29.2M +425,275 +36%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$94.2M +$3.28M +47,757 +4%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$93.2M -$756K -11,001 -0.8%
APG Asset Management
37
APG Asset Management
Netherlands
$92.7M -$323K -4,700 -0.3%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$92.1M -$5.31M -77,327 -5%
EIP
39
Epoch Investment Partners
New York
$89.1M -$7.82M -113,886 -8%
Asset Management One
40
Asset Management One
Japan
$87.5M +$10.1M +147,235 +13%
LIMS
41
Lasalle Investment Management Securities
Maryland
$81.1M -$13.2M -192,356 -14%
RJA
42
Raymond James & Associates
Florida
$78.3M +$3.19M +46,441 +4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$76.3M +$11.4M +165,500 +17%
First Trust Advisors
44
First Trust Advisors
Illinois
$75.2M +$2.94M +42,870 +4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$73.1M -$15.5M -224,963 -17%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$72.8M -$2.88M -41,942 -4%
Federated Hermes
47
Federated Hermes
Pennsylvania
$71.4M +$1.69M +24,651 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$68.4M +$3.45M +50,288 +5%
Canada Life
49
Canada Life
Manitoba, Canada
$68.3M +$6.35M +92,408 +10%
AllianceBernstein
50
AllianceBernstein
Tennessee
$68.3M +$4.9M +71,358 +8%

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.