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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
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.08M +$325K +4,721 +45%
ACM
477
Adelante Capital Management
California
$1.07M -$770K -11,191 -43%
KNW
478
Kesler Norman & Wride
Utah
$1.07M -$19K -276 -2%
QIM
479
Quantitative Investment Management
Virginia
$1M +$964K +14,017 New
CIBC Private Wealth Group
480
CIBC Private Wealth Group
Georgia
$1M +$241K +3,510 +34%
C
481
Certuity
Florida
$1M +$306K +4,452 +47%
CNBTD
482
Citizens National Bank Trust Department
Mississippi
$995K +$161K +2,337 +20%
SCM
483
Stevens Capital Management
Pennsylvania
$993K +$954K +13,868 New
JWCA
484
J.W. Cole Advisors
Florida
$986K +$465K +6,768 +97%
IWC
485
Integrated Wealth Concepts
Massachusetts
$983K +$230K +3,340 +32%
BTWM
486
Baker Tilly Wealth Management
Wisconsin
$975K +$130K +1,887 +16%
PAMG
487
Patton Albertson Miller Group
Tennessee
$974K -$29.9K -435 -3%
FBT
488
First Bank & Trust
South Dakota
$970K +$679K +9,880 +269%
KF
489
Krilogy Financial
Missouri
$968K -$25.7K -374 -3%
IFG
490
Independent Financial Group
California
$967K +$81.8K +1,190 +10%
RG
491
Retirement Group
California
$966K +$203K +2,945 +28%
VAS
492
Vestmark Advisory Solutions
Massachusetts
$965K +$79.7K +1,159 +9%
RIA
493
Realta Investment Advisors
Delaware
$965K +$235K +3,412 +34%
FMBTD
494
First Midwest Bank Trust Division
Illinois
$964K +$26.2K +381 +3%
ISL
495
Ingalls & Snyder LLC
New York
$959K -$68.5K -996 -7%
EWM
496
Empirical Wealth Management
Washington
$959K +$921K +13,392 New
GMA
497
Glassy Mountain Advisors
Maryland
$955K +$917K +13,337 New
SWM
498
Stockman Wealth Management
Montana
$950K +$364K +5,290 +66%
IAA
499
Independent Advisor Alliance
North Carolina
$941K +$229K +3,336 +34%
TA
500
Tectonic Advisors
Texas
$916K +$327K +4,751 +59%

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.